Portfolio Manager

Requirements : CFA Charterholder; CAIA Charterholder Preferred; Experience Sourcing, evaluating and allocating to private equity, private real estate and private credit assets.

Description : Seeking investment professional with competency in allocating to private markets as well as managing public market models and individual securities portfolios. Duties include :

• Managing several private equity funds of funds and SPVs, both operational and investment management
• Sourcing, evaluating, recommending and allocating to private equity funds and co-investments, private real estate assets and private credit funds
• Preparing agendas for weekly investment committee meetings, guiding discussions with investment committee and organizing post-meeting activities
• Providing macroeconomic and market analysis in Client meetings and commenting on the risks and opportunities within a Client's current portfolio
• Evaluating, recommending and implementing public market models and individual securities portfolios
• Providing ad hoc analysis of Client concentrated positions and recommendations for unwinding concentrated positions in an economically efficient manner
• Coordinating annual meetings for internal private funds, including scheduling guest speakers and creating content for the presentation
• Explaining the complexities of private markets and alternative investments to prospective clients and articulating the Firm's focus on alternative strategies to add value to Client portfolios
• Executing all trading firm-wide in a compliant manner with proper documentation
• Rebalancing public market portfolios with an awareness for tax consequences and risk changes across a variety of clients
• Manage and trade internal options strategy on behalf of Clients
• Coordinate quarterly performance reporting, fee collection and annual audits for all private funds
• Assist in preparation of compliance materials for annual reviews as it relates to private funds and the compliance requirements therein
• Manage Private Placement Life Insurance policies including managing the allocation the implementation of an Insurance Dedicated Fund
• Coordinate creation and implementation of new private market opportunities both new funds and new SPVs as opportunities occur

A qualified candidate will be experienced in private market investing and experience in public market trading and strategy implementation. The candidate will be able to execute these investment functions with an eye toward the value these activities add to the firm at large.