Senior Investment Manager, Opto Investments
Private Markets
$185-225k
+ Equity
Private market access for independent investment advisors
Job no longer available
Private market access for independent investment advisors
21-100 employees
Job no longer available
$185-225k
+ Equity
21-100 employees
Company mission
To empower fiduciaries with the technology to confidently invest in private markets.
Role
Who you are
- You’re an experienced private markets allocator that is on top of industry trends and has a track record of identifying innovative strategies and managers across private markets
- You’re a strong analytical thinker able to execute quantitative and qualitative analysis
- You’re independent, able to identify gaps/reorient your analytical strategies to answer the questions at hand without constant guidance, and strong at cutting through problems with incomplete information
- We can give you a question and you come back later with the best way to answer it and what answer that analysis provides
- You’ve got a bit of a bent towards systematic thinking and a need to make processes more efficient
- And most importantly, you’re passionate about financial markets and improving how private markets are connected to the world!
- Quantitative analysis skills (fluency in performance data, reporting, economic data, and portfolio math)
- Qualitative analysis
- Strong communicator (written, verbal, and visual)
- Independent problem solver
- Experience using technology to source, research and analyze private investments
- 5-10 years of experience in an allocator role within private markets/alternative investments
- Bachelors Degree in business, finance, economics or related field
- Experience working with data and analysis tools
Desirable
- Experience building quantitative manager research tools
- Ability to code and/or build custom financial models
- CFA charterholder/CAIA
What the job involves
- As a leader in Opto’s investment team, you will be critical to executing Opto’s vision of empowering fiduciaries to invest confidently in private markets
- You will focus on investment research and diligence across a wide range of bespoke client mandates including overall portfolio construction and investment research/diligence both at the manager and direct investment level
- You will provide insight and guidance in further developing software and data-driven manager research for the Opto platform in partnership with its technology team
- Developing Opto’s overall private market views by monitoring overall market trends and demand in the alternative investment space, including private equity, venture capital, real estate, private credit, infrastructure and other asset classes
- Building multi-asset private market portfolio to fulfill client mandates
- Qualitative and quantitative manager and investment research and due diligence
- Continuing to scale systematic processes for investment due diligence, investment performance, and ongoing risk monitoring
- Developing market research and educational materials in partnership with our content team
Our take
For investment advisors looking to put together strong portfolios for clients, private investments represent a vast and attractive section of the market. However, these assets remain underused, with advisors having on average only 0-4% of their wealth invested in them, due in part to restricted access and lack of appropriate resources. Opto Investments enables Registered Investment Advisors to “level up” their practices, by providing access and insight into the private investment market.
Traditionally, access to private investments has been restricted to those with large teams of specialists who are able to assess the market and fill out the too-often convoluted paperwork. Opto Investment supplies a platform which combines these processes, allowing RIAs to explore the private market landscape and turn insights into actionable investments. The process is managed from start to finish, incorporating client goals throughout, with the company leading advisors from sourcing and diligence to investor servicing and reporting.
Opto Investments has already partnered with over 80 Registered Investment Advisors, and it has raised huge amounts of funding. With recent new launches and strategic partnerships secured, Opto is ready to transform how advisors approach private investments.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (1 round)
Sep 2022
$145m
SERIES A
Total funding: $145m
Company benefits
- Health insurance: We are proud to cover the premium for you and your dependents' medical, dental, and vision insurance
- Unlimited PTO: Solving hard problems is hard work. We want to make sure that you take the time you need to recharge
- 401k plans: Invest in your future. We offer every full-time employee a 401k, with more investment perks coming soon
- Fitness stipend: A monthly fitness reimbursement for classes and memberships to ensure you're able to invest in your health
- Commuter benefits: Reimbursement for public transportation and parking to lessen the burden of office travel
- Parental leave: Generous paid leave gives parents the time and space they need to support their family as it grows
Company HQ
NoMad, New York, NY
Leadership
Ryan V.
(CEO)Joined Opto in 2022 as CEo. Prior to that, they worked in Finance at BlackRock, Quellos Group, and aQuantive.
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