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