Responsibilities

• Build expertise in Portfolio Construction and Private Markets investing—be viewed as a subject matter expert for asset allocation topics across private equity, private credit, private real estate, and private infrastructure
• Become a go-to resource for macro and economic trends, ESG and impact investing, and other thematic topics
• Build quantitative portfolio analysis and optimization tools
• Problem-solve to automate inefficient processes
• Conduct research: analyze large sets of private markets data to identify actionable investment ideas
• Create exceptional client-facing content, including presentations, publications, and media videos focused on asset allocation, investment returns, risk management, and investment policy and strategy

Requirements

• 1-3 years of work experience in private markets, asset management, banking, consulting, or similar
• Proficient Excel modelling skills and a deep grasp of functions and shortcuts to handle and manipulate large data sets
• Proficiency with PowerPoint and Word to create and deliver clear presentations that tell a powerful story
• Experience building Excel macros and working in R or Python is highly preferred
• Experience with Bloomberg is a plus

Preferred

• Entrepreneurial and problem-solving mindset with a creative bent
• Ability to create a “narrative” with data and market themes with equal ability to create tangible deliverables to support that messaging
• Strong work ethic paired with a passion for the quantitative
• An understanding of portfolio construction principles and private markets
• Must possess strong integrity and professionalism

Benefits

• Top benefits and wellness package including medical, dental, vision, flexible spending accounts, Health Savings Account, company paid short-term and long-term disability, company paid and voluntary life insurance, parental leave
• 401k plan (pre-tax, post-tax, and Roth) with company match
• Generous vacation policy, lunch stipend, memberships, fun office events, philanthropy matching, volunteer opportunities
• Significant learning, mentorship, and personal growth opportunities