Job Description:
• Conduct due diligence, financial analysis, and modeling for new alternative investments in funds and co-investments, with a strong focus on private credit strategies
• Assist in preparing investment recommendations and presentations for internal committees
• Monitor existing investments, including reviewing reports, updating valuations, and tracking performance metrics
• Support manager relationships across multiple asset classes and participate in meetings, advisory boards, and diligence sessions
• Contribute to portfolio construction analysis, commitment pacing, and performance evaluation
• Assist with cash flow forecasting and reporting for the alternatives portfolio
• Research industry trends and help identify top managers and emerging strategies across the alternatives landscape
Requirements:
• Bachelor’s degree in finance, Economics, Accounting or related field
• 4–6 years of experience in investment analysis, ideally focused on private credit
• Strong analytical and quantitative skills, including proficiency in Excel and financial modeling
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and work collaboratively in a team environment
• CFA or CAIA progress preferred
• Prior experience within an insurance company environment is highly desirable
• High integrity and professional ethics
• Strong organizational and presentation skills
• Ability to work independently and build effective relationships with internal and external stakeholders
Benefits:
• Healthcare benefits include medical, dental, vision, and prescription drug coverage
• Access to a Health Coach, a 24/7 nurse-based resource
• Access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services
• GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions
• Access to Fidelity resources and planning consultants
• Tuition assistance
• Adoption assistance
• Paid parental leave
• Disability insurance
• Life insurance
• Paid time-off for vacation or illness
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