Portfolio Associate

We are currently representing a specialist research and portfolio advisory firm that providing alternative investment solutions to institutional investors. They advise on $250bn of assets to both discretionary and non-discretionary clients.

They are seeking a talented Associate to join the Portfolio Advisory team.

Qualifications

• 2+ years of investment experience with in-depth knowledge of alternative strategies, specifically private equity, real assets, real estate, and/or hedge funds
• Strong quantitative and qualitative skills
• Highly motivated and organised
• Ability to multi-task, prioritise and manage projects independently

Responsibilities

• Maintaining and developing firm marketing materials
• Coordinating client-focused projects across research, advisory, legal/compliance and client operations teams
• Collecting, organising and tracking prospective client information
• Helping with client meeting preparation, for both existing and prospective clients and including presentations
• Continually developing knowledge and expertise of new funds, strategies and investment opportunities to help clients meet their specific objectives

If this sounds like you APPLY NOW!