Portfolio Management Associate

Advance your career as a Portfolio Strategy and Investment Operations Associate with our private equity client. This role is ideal for an investment professional with expertise in asset allocation, portfolio modeling, performance analysis, and cross-asset research. Collaborate with the Executive Team to drive investment strategy, risk assessment, and portfolio optimization through rigorous financial modeling and data-driven insights.

Responsibilities as the Portfolio Strategy and Investment Operations Associate:

• Portfolio Analysis & Modeling: Maintain proprietary models for asset allocation, liquidity forecasting, portfolio exposures, and performance tracking.
• Cross-Functional Coordination: Work with investment teams to ensure data integrity and develop tools for accurate forecasting and strategic planning.
• Reporting & Presentation: Prepare in-depth materials for monthly client meetings, Investment Committee reviews, and board presentations, translating complex data into actionable insights.
• Risk & Compliance Monitoring: Support compliance efforts, tracking asset allocation, liquidity, counterparty risk, and investment restrictions.
• Portfolio Execution & Operations: Act as a bridge between finance and investment teams, ensuring seamless implementation of investment decisions.
• Market & Peer Research: Conduct ad hoc research on market trends, peer benchmarking, and investment strategy comparisons to inform executive decision-making.

Qualifications for the Portfolio Strategy and Investment Operations Associate:

• Education: Bachelor’s degree in Finance, Economics, Mathematics, or a related field required.
• Experience: 2+ years of experience in investment research, portfolio analytics, asset management, or strategy, with a strong preference for asset allocation expertise.
• Technical Proficiency: Advanced skills in Excel and PowerPoint (coding experience in Python or R highly preferred).
• Industry Knowledge: Understanding of portfolio strategies, risk assessments, portfolio optimization, and performance attribution.
• Skills & Attributes: Strong problem-solving, analytical, and communication skills, with the ability to translate data into clear, strategic insights.
• Collaboration & Leadership: Confidence to engage with senior leadership, collaborate across teams, and proactively contribute to high-level discussions.

ID 50123