8 часов назад
Portfolio Management, Analyst/Associate (Private Equity)
100 000 - 130 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Portfolio Management, Analyst/Associate (Private Equity): Constructing, implementing, and monitoring customized private equity portfolios while assessing investment allocations and compliance with client objectives and constraints with an accent on portfolio construction, investment diligence, and cross-functional coordination. Focus on documenting allocation rationales, running investment committee meetings, tracking execution through closing and funding, and preparing customized client portfolio materials.
Location: New York, New York, United States; hybrid schedule with office attendance required on Tuesdays, Wednesdays, and Thursdays
Annual base salary: $100,000–$130,000 USD, with potential discretionary bonus and comprehensive benefits.
Company
is a global alternative asset management solutions provider managing approximately $97 billion across private equity, infrastructure, real estate, credit, and absolute return strategies.
What you will do
- Review private market investment opportunities and determine preliminary and final appetite and allocations based on program objectives and firm policies.
- Test investments against approved guidelines, document compliance, and confirm completion of client-specific protocols.
- Monitor portfolio construction plans and ensure client programs remain aligned with applicable objectives and constraints.
- Coordinate investment execution across teams, including diligence, closing and funding schedules, and communication of participating programs and amounts.
- Run weekly investment committee meetings and participate in department and investment team meetings.
- Prepare periodic client portfolio updates, customized deliverables, and materials for special investment process or strategic projects.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or a related field with a superior GPA.
- 1–3 years of experience in investment, operations, or accounting within an asset management or top-tier public accounting firm.
- Broad investment and capital markets knowledge, with familiarity with alternative investments and private equity strategies.
- Highly proficient in Excel, Word, and PowerPoint, with experience using Power BI.
- Superior written and verbal communication, organization, decision-making, problem-solving, and attention-to-detail skills.
- Ability to manage multiple tasks independently and collaboratively in a fast-paced, changing environment while maintaining confidentiality and professionalism.
Nice to have
- Specific knowledge of the private equity industry and a broad range of private equity strategies.
- Exposure to AI and enthusiasm for using AI-enabled tools such as Claude and ChatGPT to improve productivity, workflows, and business intelligence.
Culture & Benefits
- Collaborative environment focused on excellence, initiative, professionalism, integrity, and thoughtful decision-making.
- Healthcare coverage including medical, dental, vision, and life insurance.
- Flexible spending accounts and an employer-sponsored retirement plan.
- Paid time off, parental leave, short- and long-term disability coverage, and care and wellness programs.
- Potential discretionary bonus based on individual, team, and company performance.
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