AXIS Capital
Senior Analyst, Alternative Investments
New York, NY · Senior
Sponsorship not specified$160k-$200kDetected 23 days ago
Financial ModelingAccountingExcelProcess ImprovementResearchLeadershipCommunicationPublic SpeakingUnderwriting
About the role
- The AXIS Investments team is a high-performing group of 11 professionals responsible for overseeing the firm's investment portfolio.
- This is a high-impact environment with direct exposure to senior leadership and meaningful influence on investment decisions.
- This role offers the opportunity to directly supporting how AXIS allocates capital across alternative investment and public equity strategies.
Responsibilities
- Maintain an active pipeline of investment opportunities through ongoing market research and industry engagement
- Develop key diligence questions and synthesize findings into actionable insights
Skills
- Strong analytical and financial modeling skills
- Ability to assess performance, portfolio exposures, and risk/return characteristics of funds
- Familiarity with tools such as Excel, Bloomberg, AI, and portfolio analytics platforms
- Ability to synthesize complex information into clear, decision-ready materials
- Strong written and verbal communication skills, with experience presenting to stakeholders
- Bachelor's degree (or equivalent experience) required
- Exposure to co-investments or direct investments is a plus
- Communication & Execution
Compensation
- Maintain ongoing relationships with external managers through meetings, calls, and annual reviews
- For this position, we currently expect to offer a base salary in the range of $160,000 to $200,000 (NY).
Company info
- Hybrid work model (typically 3 days per week in-office)
- Limited travel (
- Identify and evaluate external investment managers and strategies across private equity, private credit, real estate, infrastructure, and other alternatives
- Strategy and portfolio analysis
- Performance and return drivers
- Team and organizational assessment
- Operational and risk evaluation
- Assess portfolio exposures, cash flows, fees, and risk/return trade-offs
- Prepare clear, structured investment memos and recommendations
- Present findings to senior stakeholders, including the Head of Alternatives and Chief Investment Officer
- Contribute materials for governance forums (e.g., Investment & Finance Committee)
- Monitor existing investments, including performance tracking and manager reporting
- Evaluate results against original investment thesis and identify emerging risks or opportunities
- Maintain ongoing relationships with external managers through meetings, calls, and annual reviews
- Assess how new investments fit within overall portfolio objectives, diversification targets, and risk constraints
- Support portfolio construction discussions and strategic allocation decisions
- Track and reconcile portfolio and fund-level data, including cash flows, valuations, and performance
- Support internal reporting across Investments, Risk, and Finance
- Develop tools, templates, and processes to enhance diligence and monitoring consistency
- Partner with stakeholders across Investments, Risk, Finance, Accounting, Legal, and Tax to support informed decision-making and governance
- 4 to 10 years experience evaluating alternative investment managers or strategies (e.g., private equity, private credit, real assets)
- Hands-on involvement in due diligence, manager research, and/or portfolio monitoring
- Background in an allocator environment, including investment consultants, insurance companies, endowments or foundations, pensions, family offices, etc. preferred
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