Portfolio Strategy Associate
3 weeks ago
Job Title: Investment Portfolio Strategy Associate
About the Role:We are seeking a skilled Investment Portfolio Strategy Associate to join our team at Edgworth Partners. This is an excellent opportunity for someone with experience in portfolio management, investment strategy, and financial analysis.
The successful candidate will support the management of a new semi-liquid private equity vehicle, preparing investment committee materials, portfolio strategy, analysing portfolio performance, and managing cash flow models.
Key Responsibilities:
- Support the creation of detailed reports on portfolio performance, risks, and market conditions.
- Assist in fund launches, investment due diligence, and distribution activities.
- Update and refine cash flow and portfolio construction models.
- Collaborate with treasury, legal, tax, and investor relations teams.
- Support strategic initiatives and policy updates.
Requirements:
- Minimum 5 years experience in portfolio management, investment strategy, or financial analysis.
- Bachelor's degree in Business, Finance, Economics, or Accounting.
- Proficiency in advanced Excel, financial modelling, and private equity performance metrics.
- Strong written and verbal communication skills in English.
- Detail-oriented, proactive, and capable of managing multiple tasks under tight deadlines.
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