Iopa Solutions

VP Due Diligence (Alternative Investments)

Iopa Solutions New York, United States
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Jas Singh

Jas Singh

Are you an experienced professional with strong knowledge of the wealth management space and a passion for alternative investments? Join our dynamic team as a VP Origination/Due Diligence, where you will play a crucial role in sourcing and conducting due diligence for alternative managers. This is an excellent opportunity to leverage your expertise in a leadership position within our innovative organization.


About Us: We are a high profile alternative investment solutions, dedicated to delivering exceptional value to our clients. Our team consists of industry experts who are committed to driving innovation and excellence in the wealth management space. As we continue to grow, we are seeking a talented VP Origination/Due Diligence to join our team in New York.


Key Responsibilities:

  • Source and conduct thorough due diligence on alternative investment managers, ensuring they meet rigorous standards and align with company investment strategies.
  • Build and maintain strong relationships with alternative investment managers, wealth management firms, and other key stakeholders.
  • Evaluate and analyze investment opportunities, preparing detailed reports and recommendations for the investment committee.
  • Collaborate with internal teams, including research, compliance, and operations, to ensure a seamless due diligence process.
  • Stay updated on industry trends, regulatory changes, and market dynamics to inform due diligence practices and investment decisions.
  • Represent the company at industry events, conferences, and meetings, promoting our brand and expanding our network.
  • Provide mentorship and guidance to junior team members, fostering a culture of continuous learning and professional development.


Key Requirements:

  • Proven experience (6 years +) in sourcing and conducting due diligence for alternative investment managers.
  • Strong knowledge of the wealth management space and the needs of high-net-worth clients.
  • Excellent analytical and problem-solving skills, with the ability to evaluate complex investment opportunities.
  • Exceptional communication and interpersonal skills, with the ability to build and maintain relationships with key stakeholders.
  • Self-motivated and results-oriented, with a track record of driving successful investment decisions.


What We Offer:

  • Competitive salary of up to $200,000 base with a comprehensive commission and benefits package.
  • Opportunity to work with a team of industry experts at the forefront of alternative investment solutions.
  • A collaborative and inclusive work environment that values innovation and continuous learning.
  • Professional development opportunities to enhance your skills and advance your career.
  • The chance to make a significant impact on the wealth management industry by working with top-tier clients and cutting-edge investment strategies.


If you are a highly skilled professional with a deep understanding of alternative investments and wealth management, we want to hear from you. Join us in driving excellence and innovation in the industry.

  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Sales, Accounting/Auditing, and Legal
  • Industries

    Pension Funds, Technology, Information and Media, and Financial Services

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