Vice President, Portfolio Solutions
Core
Designing and delivering customized investment strategies and multi-asset portfolio solutions for institutional and wealth clients across real estate, infrastructure, renewable power, private equity, and credit.
Role type
Senior IC investment strategist (portfolio solutions)
Builds
Bespoke mandates, commingled vehicles, and strategic partnerships
Domain
Private markets / Alternative investments
Required skills
Strategic asset allocation, portfolio construction, private market investment evaluation, investment selection and sizing, portfolio analytics, business development, client education, macroeconomic analysis, Excel, Bloomberg, FactSet
Preferred skills
Graduate degree, CFA, CAIA
Technologies
Excel, Bloomberg, FactSet
Responsibilities
Support development of customized investment proposals and multi-asset portfolio solutions; Conduct strategic asset allocation and portfolio construction analysis; Evaluate benefits and risks of investment opportunities; Contribute to investment selection and sizing; Monitor portfolio allocations and performance; Prepare portfolio analytics and supporting materials; Support business development efforts; Participate in client and prospect meetings; Educate clients on asset allocation and portfolio design; Develop and deliver portfolio updates; Maintain informed perspective on market developments; Serve as investment resource for client-facing teams; Partner with client service and investment teams
Seniority
Senior, hands-on IC