Janney Montgomery Scott LLC · 16 hours ago
Senior Investment Analyst - Alternative Investments
Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America
Full-time
Onsite
Senior Level
5+ years expJanney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs and providing advice beyond investments. The Senior Investment Analyst – Alternative Investments role is responsible for sourcing and due diligence of alternative investment funds, while collaborating with sales professionals to deliver investment recommendations to financial advisors.
BankingConsultingCrowdfundingFinancial ServicesLegal
Responsibilities
Responsible for the sourcing and due diligence of alternative investment funds across private equity, private credit, private real assets, and hedge funds
Educate Janney financial advisors and occasionally clients on alternative investment concepts and specific strategies
Assist in the construction and management of discretionary asset allocation model portfolios used by the firm’s client base
Produce written analysis and recommendations funds within coverage area
Present investment manager and product recommendations to investment committees
Assist financial advisors in implementing investment products into client portfolios
Conduct on-site investment manager due diligence meetings
Publish white papers and conducts conference calls to educate financial advisors on timely industry topics
Represent Janney at industry events, firm-wide conferences and participates in client presentations
Qualification
Required
Minimum 3 years' experience conducting alternative investment manager research & due diligence
Strong familiarity with various alternative investment fund vehicles, as well as general understanding of alternative investment operational workflow and trade lifecycle
Minimum of 5+ years of financial services industry experience
Strong communication skills with a high-level of professionalism and ethical standards
Demonstrated ability to work both independently and as part of a team
Preferred
Bachelor's Degree preferred or equivalent experience
Series 7 and 66 licenses preferred but not required
CFA or CAIA designation, or progress made towards either highly desirable
Proficiency with Excel, Morningstar Direct, and Prequin strongly preferred
Benefits
Paid Parental Leave
Generous Paid Time Off
$2,000 referral bonus
Employee Ownership
Professional Development Assistance Plan
Company
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.
1001-5000 employees
H1B Sponsorship
Janney Montgomery Scott LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2024-07-23Acquired
Leadership Team
Peyton Wylie
Co-Founder of D.A.C. Investment Partners
John Ciccarone
Chief Technology Officer
Recent News
2026-01-23
2026-01-16
2025-11-14
Company data provided by crunchbase