Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
Lead alternative investment due diligence across private markets and alternative investment strategies. Oversee initial and ongoing manager research, risk and performance evaluation, external due diligence resources, and investment committee reporting. Guide due diligence standards, support portfolio positioning and alternatives education, and manage supporting analyst resources to strengthen investment decision-making and governance.
- Alternative Investment Due Diligence: Lead initial and ongoing due diligence on investment managers across private equity, private real estate, private credit, hedge funds, and other alternative investment strategies. Evaluate manager teams, investment philosophy, process, operational structure, risk profile, and long-term strategy viability. Establish and maintain due diligence standards, documentation practices, and review processes.
- Performance & Risk Evaluation: Oversee analysis of manager performance history, attribution, portfolio construction, and risk statistics. Assess historical risk and return profiles across market environments and evaluate alignment with stated investment objectives and processes. Identify risks, opportunities, and key considerations impacting manager selection or continued approval.
- Comparative Research & Market Analysis: Lead comparative research across peer groups within private markets, hedge funds, and other alternative strategies. Monitor industry trends, regulatory developments, market events, and strategy-specific considerations that may impact managers, portfolios, clients, or the broader investment platform.
- Manager & Vendor Engagement: Lead initial calls, follow-up discussions, onsite due diligence meetings, and ongoing manager reviews. Maintain relationships with external managers, platform sponsors, and third-party due diligence vendors. Review and scrutinize third-party due diligence materials, quarterly updates, performance reports, and other ongoing monitoring resources.
- Committee Reporting & Governance: Prepare and review written due diligence reports, research notes, and investment recommendations. Present findings, risks, and recommendations to internal product approval committees, investment committees, and other governance forums as needed. Support ongoing monitoring requirements, documentation standards, and policy adherence.
- Advisor & Stakeholder Support: Provide alternatives education, portfolio positioning support, comparative analysis, and investment research insights to internal stakeholders. Translate complex alternative investment information into clear, actionable guidance that supports informed decision-making.
- Leadership & Team Development: Manage and develop supporting analyst resources. Provide direction, coaching, quality review, and workload prioritization. Foster a collaborative team environment through knowledge sharing, backup support, continuous learning, and consistent due diligence execution.
- Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.
What you need
- Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field required.
- Minimum of eight years of experience in private markets, alternative investments, investment research, or investment due diligence required.
- Minimum of two years of leadership, people management, or project leadership experience required.
- Experience evaluating private equity, private real estate, private credit, hedge funds, or other alternative investment strategies required.
- Experience presenting investment research, due diligence findings, or manager recommendations to investment committees or senior decision-makers required.
- Strong analytical, investment research, and financial modeling skills required.
- Strong written and verbal communication skills required.
- Ability to synthesize complex investment information and translate findings into clear recommendations required.
- Ability to lead due diligence processes, establish review standards, and manage competing priorities required.
- Ability to build and maintain professional relationships with investment managers, advisors, vendors, and stakeholders required.
Preferred Education and Experience
- Experience managing external investment managers, platform sponsors, or third-party due diligence vendor relationships preferred.
- CFA or CAIA designation preferred.
EEO Statement:
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
- Starting annual base salary between $120,000- $186,000.
- Variable compensation potential (Bonus and/or commissions)
- Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
