Altegris Investments is a growing alternative-investment firm headquartered a block from the ocean in beautiful La Jolla, California – a suburb of San Diego. The Altegris team of over 65 professionals is dedicated to providing industry-leading funds and managed futures products to our deep list of professional and qualified investor clients and prospects. Our current clients have over $2.5 billion in trading level allocated to investments on our platform.
Summary of Responsibilities
Responsibilities include independently initiating, leading, developing, managing, and promoting a family of premier alternative investments. Core competencies include data management and analysis, content management, interpretation of data into PowerPoint sales presentations, and pitch books, creation of fact sheets, capability brochures, webinars, etc. Mature professional who is a self-starter. This position offers unlimited upside management potential in a rapidly expanding entrepreneurial firm.
Description
• Utilize strong quantitative and analytical skill sets, process and manipulate data derived from a number of different internal (proprietary) databases and popular external databases and market data sources such as Bloomberg
• Build charts & graphs that tell the story behind the product strategy, and/or asset class
• Understand the marketing needs of the third-party and/or high-net worth channel, and translate this knowledge into tactical sales tools and marketing programs including events, commentary, webinar, presentations
• Craft and articulate product positioning and core messages to support distribution, with solid copywriting skills
• Create compelling sales ideas, collateral materials and commentary that can directly impact sales
• Monitor asset flows, product performance and industry trends to support marketing promotions
• Owner of projects from inception through implementation
• Work with technology to streamline processes of data flows from internal databases
Product Marketing/Analyst Responsibilities
• Define competitive market requirements and opportunities; develop new products and provide ongoing support to ensure the competitiveness of existing assigned investment products
• Independently complete complex research projects and whitepapers
• Coordinate marketing, sales, legal/compliance, operations and technology staff to effectively support and promote assigned products
• Work closely with research and sales staff in implementing new marketing approaches for complex alternative investment products
• Provide guidance and support to junior staff, (may have formal supervisory responsibility)
• Prepare written and electronic marketing materials to promote firm’s specialized capabilities
• Assist with data gathering, data analysis, and preparation of response materials
Qualifications
• Ideal candidate would have between 5-7 years of Financial Services Industry experience with demonstrated expertise in marketing of alternative product offerings
• Strong quantitative skills and data analysis
• Strong project management skills
• Strong creative ability
• Utilize out-of-the-box thought process to continuously improve reporting content and visual appearance
• Ability to adapt to an ever changing, organic environment, pragmatic and strategic at the same time
• Knowledge of alternative investments preferred, must have financial services asset management experience
• Knowledge of mutual funds a plus
• Self-starter, organized, strong project management skills
• Some supervisory responsibilities
• Strong team player, able to build collaborative relationships with Sales, Research, Compliance and other key departments
• Problem solving skills and ability to work under pressure
• Strong written, verbal, communication and computer skills
• Bachelor’s degree in Marketing, Finance or related field with a Master’s Degree or CFA Certification preferred
• Thorough knowledge of all Microsoft Office applications including macros and pivot tables.
• Familiarity with market data sources and providers, industry standard data identifiers and analytical tools
We offer:
• A competitive salary
• Excellent benefits, including medical, dental, and vision
• Paid vacation
• Flexible spending account
• 401 (k) plan
Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where these people can excel. We invite you to contact us at
careers@altegris.com. EOE