Investment Portfolio Strategy Associate
4 weeks ago
Position: Investment Portfolio Strategy Associate, Semi-Liquids
We are exclusively working with an established global private equity firm with a focus on secondary markets, the fund is a global leader in its field and manages over $150bn in assets across private equity, credit, infrastructure, and secondaries.
Role Summary:
The Portfolio Strategy Associate will support the management of a new semi-liquid private equity vehicle. Responsibilities include preparing investment committee materials, portfolio strategy, analysing portfolio performance, portfolio construction, managing cash flow models, and investment analysis for open-ended semi-liquid vehicles.
Key Responsibilities:
- Investment Committee Support: Prepare and analyse portfolio data for decision-making.
- Performance Reporting: Create detailed reports on portfolio performance, risks, and market conditions.
- Project Support: Assist in fund launches, investment due diligence, and distribution activities.
- Model Maintenance: Update and refine cash flow and portfolio construction models.
- Cross-functional Collaboration: Work with treasury, legal, tax, and investor relations teams.
- Special Projects: Support strategic initiatives and policy updates.
Qualifications and Skills:
- 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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