Job Responsibilities:
- Assist in the portfolio management efforts across all discretionary investment programs, including actively maintaining investment plans for portfolios in close partnership with other portfolio managers
- Monitor and analyze current portfolio positioning and performance across discretionary portfolios, ensuring they remain in line with guidelines
- Manage the trade execution, reporting, and data oversight processes for discretionary investment programs, balancing the need for robust and effective controls with timely, accurate, and transparent reporting for clients
- Collaborate with the Head of Private Investments Portfolio Solutions to lead independent research and analysis to inform portfolio construction, asset allocation, and potential positioning shifts
Required Qualifications, Skills and Capabilities:
- 4+ years of experience in private markets investing, with a focus on portfolio management or investment due diligence
- Robust analytical proficiency, particularly in Excel, with the ability to perform complex financial modeling and analysis
- Bachelor's degree in Finance, Economics, or a related field; advanced degree or CFA designation preferred
Preferred Qualifications, Skills and Capabilities:
- Experience with semi-liquid evergreen solutions preferred
- Advanced degree or CFA designation preferred