Portfolio Associate

job
  • Palo Alto Staffing
Job Summary
Location
,CA
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
27 Feb 2025
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Job Description
    • Assist in the analysis and due diligence of potential investment opportunities across various asset classes, including private equity, hedge funds, and public equities
    • Monitor and report on the performance of the existing investment portfolio, providing insights and recommendations to the investment committee
    • Collaborate with the broader team to develop and implement investment strategies aligned with the family's long-term goals
    • Prepare detailed financial models, valuations, and investment presentations for internal and external stakeholders
    • Stay up-to-date with market trends, industry developments, and regulatory changes that may impact the family's investments
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