Portfolio Management, Analyst/Associate
Core
Construct, implement, and monitor customized private equity portfolios; perform investment allocation assessments and facilitate investment committee meetings.
Role type
Associate/Analyst in Portfolio Management (Private Equity)
Builds
Customized portfolio construction plans and investment allocation strategies for GCM Grosvenor client programs
Domain
Private Equity / Alternative Investments
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Private equity industry knowledge, investment allocation, investment committee facilitation, portfolio monitoring, investment guidelines compliance, client program coordination, Excel, PowerPoint, Power BI
Preferred skills
AI tool proficiency (Claude, ChatGPT), broad capital markets knowledge, strategic development project experience
Technologies
Excel, Word, PowerPoint, Power BI, Claude, ChatGPT
Responsibilities
Review investment opportunities to determine appetite and allocations; test investments against approved guidelines; run weekly investment committee meetings; monitor target portfolio plans; prepare client portfolio update presentations; coordinate investment execution process and track closing/funding dates
Seniority
Junior, hands-on IC
