Altegris Careers | finance jobs | finance jobs California

Altegris is driven by a culture of deep research and innovation. With clients' goals foremost, we identify superior investment capabilities and deliver effective, sustainable portfolio solutions in the form of alternative mutual funds, closed-end funds and private funds. Through our broker-dealer affiliate, our suite of products is distributed through intermediary channels, including wirehouses, independent broker-dealers and registered investment advisors, and directly to high-net-worth individuals and family offices. Altegris’ advisory affiliate manages over $2.5 billion in assets. We pride ourselves on our people and their commitment to our clients and culture.

Altegris is searching for a talented, motivated Vice President and Internal Regional Consultant to be an integral member of the Client Relationship Team for the intermediary channel. The right candidate must have the temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with high-octane, committed co-workers who enjoy working together, value collaboration, and are passionate about providing our clients with access to some of the best investment managers in the alternatives industry.

Responsibilities:

Raising assets in our Intermediary Channel by contacting and qualifying financial advisors, as well as actively networking with existing clients to identify prospects in the territory
Working closely with an external Regional Director to conduct territory analysis and business planning to maximize goals in the territory
Following up after the Regional Director’s initial client visits, including:

Providing financial advisors with database access
Answering financial advisors’ questions, providing education and “white-glove” support
Closing relationships

Scheduling phone and onsite meetings for the Regional Director
Developing a structured call schedule
Demonstrating extensive knowledge of how products on the Altegris platform may complement other investment products
Ensuring that all logistical/operational details necessary for distribution are handled effectively

Requirements:

2+ years of verifiable success servicing clients as an internal wholesaler
Strong ability to analyze asset-allocation strategies
Knowledge of alternative investments
Excellent computer skills
Bachelor’s degree
Series 7, 3, 63 or 66 licenses

Preferred

Managed futures and/or hedge-fund experience
CAIA, CIMA, or CFA

This is a full-time position. Altegris offers a competitive salary and benefits, including: paid time-off, holiday pay, health insurance, dental insurance, 401K and company match. Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where our employees can excel. We invite you to contact us at careers@altegris.com.

Altegris is driven by a culture of deep research and innovation. With clients' goals foremost, we identify superior investment capabilities and deliver effective, sustainable portfolio solutions in the form of alternative mutual funds, closed-end funds and private funds. Through our broker-dealer affiliate, our suite of products is distributed through intermediary channels, including wirehouses, independent broker-dealers and registered investment advisors, and directly to high-net-worth individuals and family offices. Altegris’ advisory affiliate manages over $2.5 billion in assets. We pride ourselves on our people and their commitment to our clients and culture.

Altegris is searching for a talented and motivated Vice President and Regional Director for the intermediary sales channel in the Mid-Atlantic Territory. The right candidate must have the temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with high-octane, committed co-workers who enjoy working together, value collaboration, and are passionate about providing our clients with access to what we believe are some of the best investment managers in the alternatives industry.

Responsibilities:

Raising assets in our intermediary channel by building new relationships and managing those currently in place with advisors from wirehouses, RIAs and independent broker/dealers (such as Merrill Lynch, UBS, Morgan Stanley, LPL, Commonwealth, Cambridge)
Working closely with an internal sales partner to conduct territory analysis and business planning to maximize territory goals
Providing education and sales support to financial advisors and their clients
Delivering presentations/seminars to both small and large audiences of advisors and the senior management of investment firms
Coordinating and attending seminars and conferences in the territory
Managing and traveling 4‐5 days/week within the territory

Requirements:

5+ years of verifiable sales success wholesaling mutual funds and/or proprietary private placements
Extensive experience and relationships with wirehouses, RIAs and independent broker /dealer advisors in the territory
Strong ability to analyze asset‐allocation strategies
Knowledge of alternative investments
Excellent computer skills
Residency in the territory
Bachelor’s degree
Series 7, 3 and 63 or 66 licenses

Preferred:

Established relationships with Merrill Lynch, UBS, Morgan Stanley Smith Barney, LPL, Commonwealth and Cambridge
Managed futures and/or hedge-fund experience
CAIA, CIMA, CFA

Since 1990 market conditions have varied greatly. Slide the lever below the pie chart to see how alternatives could have historically affected a traditional portfolio's return and volatility from January 1990 through September 2016, as measured by various indices. Of course, there is no guarantee that any investment will achieve its objectives, generate profits or avoid losses.

Past performance is not indicative of future results. There is no guarantee that any investment will achieve its objectives, generate profits or avoid losses. This is for illustrative purposes only and is not indicative of any investment. No assumptions should be made that similar asset allocations will be profitable, suitable, or perform as indicated above. Allocations and their percentages should change based on an individual investor’s needs. Chart total may not equal 100% due to rounding. Alternatives represented by HFRI Fund Weighted Composite Index. US Stocks represented by S&P 500 TR Index; International Stocks represented by MSCI EAFE Index; US Bonds by Barclays US Aggregate Bond Index. The referenced indices are shown for general market comparisons and are not meant to represent any investment. Indices are not available for direct investment. Source: Altegris, Barclays, Bloomberg, HFR.

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We’re looking for the best.

At Altegris, we are uncompromisingly focused on finding what we believe are the best alternative managers and providing access to them for our investors. We dedicate the same time and focus on finding the best employees to join the Altegris family.

Learn more about the current job opportunities with Altegris Investments:

Client Relationship Team: VP and Internal Regional Consultant, Intermediary Channel

Responsibilities:

Requirements:

Preferred

Sales Vice President and Regional Director, Intermediary Channel

Responsibilities:

Requirements:

Preferred:

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