Associate (Portfolio Strategy & Risk Management)

TL;DR

Associate (Portfolio Strategy & Risk Management): Leading quantitative and qualitative portfolio analysis for private market fund-of-funds and custom client portfolios with an accent on risk management and fund financing modeling. Focus on designing data-driven portfolio construction strategies, optimizing liquidity management for evergreen funds, and assessing risk factors to maximize risk-adjusted returns.

Location: New York, NY, United States

Salary: $100,000 - $170,000

Company

A leading global investment banking, securities and investment management firm founded in 1869.

What you will do

• Lead quantitative and qualitative portfolio analysis for private market fund-of-funds and custom client portfolios.
• Develop portfolio and fund financing models to guide construction and leverage strategies.
• Present data-driven recommendations and lead strategic initiatives in Portfolio Strategy and Risk Management meetings.
• Conduct detailed industry research to deliver customized client solutions and assess risk factors.
• Collaborate with deal teams, fund financing, and sales teams on fund strategy modeling.
• Develop models for evergreen fund structures, focusing on liquidity management and capital flows.

Requirements

• 5+ years of experience in asset management, investment banking, or consulting.
• Strong analytical and quantitative skills for data-driven decision-making.
• Excellent presentation, communication, and writing skills.
• Must be based in New York, NY, United States.

Culture & Benefits

• Comprehensive wellness offerings and competitive benefits for US employees.
• Commitment to diversity, inclusion, and professional growth opportunities.
• Access to firmwide networks, training, and development programs.
• Mindfulness programs and personal finance offerings.