Our client is a large, global asset manager invested across multiple investment strategies. This role is on a Multi-Asset Solutions Team that works on both private and public investments in real estate, private equity, private credit and other real assets. This position reports directly to the Portfolio Managers of the team.

Responsibilities:

• Review benefits and risks of investments in various asset classes.
• Establish strategic asset allocations that target specific returns, yield, and risk - among a variety of other investment goals.
• Monitor the asset class as well as sector valuations in effort to ID investment opportunities.
• Research investments across the private funds.
• Create valuation and cash flow models for funds.
• Make recommendations within PM meetings and strategy meetings.
• Work closely with sector specialist investment teams to explore specific views and compare with macroeconomic specific data.
• Implement strategic tactical asset allocation decisions.
• Compile relevant data, models, and allocations for portfolio management teams and investment committee meetings.
• Work closely with marketing, operations and client service teams to create analyses relating to investment strategies and portfolios.
• Meet with clients and prospective investors for grow and retain assets.

Requirements:

• Minimum 5 years of investment experience
• Bachelors degree required
• Graduate degree, and/or CFA or CAIA is a big plus
• Fluency and work experience with Python, SQL, and VBA is a must
• Previous experience in Asset Allocation and Public Markets

*Position will require limited amounts of travel