Portfolio Management Analyst/Associate
Core
Build and improve AI-assisted workflows for portfolio management, risk analysis, and investment research while supporting fund-level portfolio construction and performance attribution.
Role type
Portfolio Management Analyst/Associate with AI integration focus
Builds
AI-native solutions (document-extraction pipelines, monitoring alerts), quantitative tools, and investment theses
Domain
Private equity / Alternative investments / Quantitative finance
Deliverable
production ML models | dashboards & analysis
Required skills
Modern AI tools (LLMs, agentic workflows), Python, SQL, Excel, financial modeling, portfolio management, risk analytics, factor modeling, performance attribution
Preferred skills
Fixed income, macro/asset allocation, deal team partnership
Technologies
Python, SQL, Excel, LLMs (Claude, ChatGPT), document-intelligence platforms
Responsibilities
Build AI-assisted workflows for portfolio management and risk analysis; Support top-down fund-level portfolio construction and asset allocation; Conduct performance attribution and risk analysis; Develop quantitative tools and models; Synthesize information across investments to inform portfolio views; Interface with Investment Committee and senior management; Translate quantitative analysis into actionable insights
Seniority
Junior to Mid-level, hands-on IC