The Investment Specialist – Alternatives operates as a senior member of the CIO team, working closely with the Head of Managed Funds to develop, implement and evolve Escala’s alternatives platform
Job Summary
The Investment Specialist – Alternatives operates as a senior member of the CIO team, working closely with the Head of Managed Funds to develop, implement and evolve Escala’s alternatives platform.
This role leads high-quality research, evaluation, structuring and implementation of alternative investment opportunities across private equity, private credit, venture capital, infrastructure and property.
The Specialist communicates complex concepts with clarity and confidence—presenting to Advisors and clients and, where requested, representing the CIO team in meetings and forums.
Matching Summary
The Investment Specialist – Alternatives operates as a senior member of the CIO team, working closely with the Head of Managed Funds to develop, implement and evolve Escala’s alternatives platform.
Skills & Requirements
Must-have
Alternatives investment platform development
Private equity and credit research
Fund manager and industry peer engagement
Investment due diligence and monitoring
Client and advisor presentation skills
Nice-to-have
Trusted internal authority
Proactive idea generation
Building strong external networks
Communicating complex concepts clearly
Key Requirements
8+ years of experience in investment analysis or related fields
Demonstrated track record researching alternative strategies
Strong background in investment due diligence
Tertiary qualifications in Finance, Economics, Commerce, or Accounting