Asset & Wealth Management - Platform Management Analyst - London
Core
Managing daily liquidity, capital activity, and performance attribution for private market portfolios and complex fund structures.
Role type
Analyst in Asset & Wealth Management Platform Management
Builds
Liquidity strategies, capital deployment plans, and fund performance reports for private market investors
Domain
Asset & Wealth Management / Private Markets
Required skills
Financial acumen, Liquidity management, Performance attribution analysis, Fund structuring, Capital allocation, Regulatory compliance, Data analysis, Excel, PowerPoint, Stakeholder collaboration
Responsibilities
Perform daily liquidity management and prepare funding forecasts, Conduct attribution analysis to drive performance improvements, Monitor investment guidelines and concentration limits, Facilitate deal execution, closing, and harvesting activities, Coordinate capital calls and cash distributions, Create management presentations and regulatory reports, Support technology initiatives for portfolio management
Seniority
Junior to Mid-level Analyst