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Reference: 14739
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Associate, Portfolio Management, Top Tier Investment Manager, Multiple Locations, USA
Seize the opportunity to become a Portfolio Management Associate, helping to shape multi-asset portfolios through dynamic analyses of risk, return, liquidity, and allocation. You will collaborate with diverse investment teams to develop data-driven models and deliver impactful insights in a fast-paced, entrepreneurial environment. This position is based in La Jolla, California or Charlotte, North Carolina, USA.
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Associate, Portfolio Management, Top Tier Investment Manager, Multiple Locations, USA

Private Equity
North America
2 - 5 years
About our client

Our client is a global leader in private markets, developing tailor-made portfolios for the most discerning investors globally. With a research-driven method that combines fund, secondary, credit, and co-investment strategies, the firm provides bespoke investment management and advisory services in private markets for institutional clients. Our client covers private markets in various sectors with offices around the world and is now looking for a self-driven and analytical Portfolio Management Associate, based in La Jolla, California or Charlotte, North Carolina, USA.
What the job involves

  • Collaborate with the data science, research, and performance analytics teams to gather, clean, and interpret data, while proposing models and metrics aligned with portfolio management and liquidity objectives
  • Develop and manage sophisticated Excel models (including VBA) to support key portfolio management functions
  • Leverage deep understanding of risk, return, and liquidity to enhance portfolio management strategies
  • Build and analyze models in Python and R, utilizing both built-in functions and custom-developed solutions
  • Retrieve, clean, and structure data using MySQL and Python/R; familiarity with Power BI is a plus
  • Communicate model outputs, assumptions, and limitations clearly to internal stakeholders
  • Work independently and efficiently, translating high-level ideas into code and actionable model outputs
  • Create presentations for both internal and external audiences to explain portfolio strategies and investment decisions
Who we are looking for

  • Strong proficiency in Python and Excel; additional experience with SAS, R, or MATLAB is highly valued
  • Solid understanding of statistical modeling, data analysis, and numerical algorithms
  • Expertise in databases such as MySQL or similar and knowledge of financial instruments; experience with Bloomberg is a significant advantage
  • Bachelor’s, Master’s, or Ph.D. in mathematics, statistics, biostatistics, econometrics, or a related quantitative field.
  • Proven experience in a financial environment; familiarity with private markets is a plus
  • Meticulous attention to detail to ensure the accuracy and integrity of code and data with exceptional written communication and presentation skills
  • Demonstrates discretion and professionalism in handling confidential information
  • Collaborative team player with a positive attitude and a curious, proactive mindset and flexibility to adapt to evolving schedules and priorities
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