Portfolio Advisory Associate/Senior Advisor

New York City



  • Building and maintaining strong relationships with institutional investor clients
  • Advising clients on strategies, managers and portfolio construction, specifically in private equity, real assets, real estate, and/or hedge funds
  • Continually developing knowledge and expertise of new funds, strategies and investment opportunities to help clients meet their specific objectives
  • Coordinating client-focused projects across research, advisory, legal/compliance and client operations teams
  • Presenting to prospective clients, developing customized marketing materials and actively engaging prospects on an ongoing basis
  • Working with a team to manage all aspects of client relationships and projects




  • 6+ years of investment experience with in-depth knowledge of alternative strategies, specifically private equity, real assets, real estate, and/or hedge funds
  • Ability to multi-task, prioritize and manage projects independently






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 11/20/2020
Salary $85,000 - $150,000 + bonus

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