Portfolio Management:
- Providing analytical support to portfolio managers and consultants for client strategy development and efficient portfolio planning/construction
- Using and improving upon various portfolio planning models and analytical tools
- Monitoring client portfolio activity and underlying positions
- Conducting performance measurement and attribution for various clients
- Writing and reviewing quarterly performance reports to clients
- Interacting with various institutional clients to provide necessary support on a daily basis
- Drafting and presenting portfolio performance reviews and other presentations to institutional clients’ staff and board members
Research:
- Exploring various house topics to assist in portfolio strategy development and provide thought leadership to existing and prospective clients
Skills and Expertise:
- Bachelor’s degree in finance or related field required
- A strong working knowledge of MS Office products, particularly Excel
- Strong analytical and quantitative skills
- A high level of intellectual curiosity
- Self-starter, capable of working in a fast paced environment and managing multiple projects simultaneously
- Superior written and verbal communication skills and the ability to work effectively in a team-oriented environment
- Any background or previous involvement in real estate, private equity or investment management preferred
- ~2-7 years of experience
- CFA preferred but not required
- Minimum GPA of 3.5