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Portfolio Advisor

2 months ago

London Area, United Kingdom Dartmouth Partners Full time

A leading investment advisory firm covering the alternatives market is looking to bring on a portfolio advisor associate to join their team.


The advisory team is crucial in fostering and sustaining advisory relationships with large, sophisticated investors, leveraging the firm's resources to benefit each client. The role involves collaborating with existing clients on the creation and execution of their alternative investment strategies, and it also serves as the central hub for the firm's marketing and business development initiatives.


Requirements for this role:

  • 3-6 years of experience in an asset manager, covering alternative strategies
  • Strong modelling skills ie. DCF/LBO
  • Excellent communication skills, with a preference for candidates who have experience in client management and portfolio advisory.
  • Strong academic background from a top-tier university.