Job Overview – Portfolio Strategy and Investment Operations Associate:
Advance your career as a Portfolio Strategy and Investment Operations Associate with our private equity client in New York, NY (Hybrid). This role is ideal for an investment professional with expertise in asset allocation, portfolio modeling, performance analysis, and cross-asset research. Collaborate with the Executive Team to drive investment strategy, risk assessment, and portfolio optimization through rigorous financial modeling and data-driven insights.
Compensation: $125,000 – $150,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)
Responsibilities as the Portfolio Strategy and Investment Operations Associate:
- Portfolio Analysis & Modeling: Maintain proprietary models for asset allocation, liquidity forecasting, portfolio exposures, and performance tracking.
- Cross-Functional Coordination: Work with investment teams to ensure data integrity and develop tools for accurate forecasting and strategic planning.
- Reporting & Presentation: Prepare in-depth materials for monthly client meetings, Investment Committee reviews, and board presentations, translating complex data into actionable insights.
- Risk & Compliance Monitoring: Support compliance efforts, tracking asset allocation, liquidity, counterparty risk, and investment restrictions.
- Portfolio Execution & Operations: Act as a bridge between finance and investment teams, ensuring seamless implementation of investment decisions.
- Market & Peer Research: Conduct ad hoc research on market trends, peer benchmarking, and investment strategy comparisons to inform executive decision-making.
Qualifications for the Portfolio Strategy and Investment Operations Associate:
- Education: Bachelor’s degree in Finance, Economics, Mathematics, or a related field required.
- Experience: 2+ years of experience in investment research, portfolio analytics, asset management, or strategy, with a strong preference for asset allocation expertise.
- Technical Proficiency: Advanced skills in Excel and PowerPoint (coding experience in Python or R highly preferred).
- Industry Knowledge: Understanding of portfolio strategies, risk assessments, portfolio optimization, and performance attribution.
- Skills & Attributes: Strong problem-solving, analytical, and communication skills, with the ability to translate data into clear, strategic insights.
- Collaboration & Leadership: Confidence to engage with senior leadership, collaborate across teams, and proactively contribute to high-level discussions.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.