Overview
I’m currently supporting a top-tier investment platform in the search for an Associate to join their Office of the CIO , supporting fund-level execution across private equity and private credit strategies .
This role offers broad exposure to liquidity forecasting, NAV modeling, portfolio analytics, and cross-functional coordination with Treasury, Legal, Middle Office, and Investment teams.
Key responsibilities
- Fund-level liquidity and cash flow forecasting
- NAV modeling, scenario analysis, and stress testing
- Capital deployment and exit planning support
- Allocation oversight and compliance documentation
- Portfolio KPI monitoring and reporting
- Partnering across multiple internal teams to support investment execution
Ideal background
- 2–4 years of experience in private equity, private credit, fund management, or related financial services
- Strong financial modeling skills and advanced Excel proficiency
- Familiarity with fund structures, capital calls, and portfolio monitoring
- Highly organized, analytical, and comfortable in fast-paced environments
- Bachelor’s degree required; MBA or CFA is a plus
If you’re interested in learning more or know someone who may be a strong fit , feel free to apply or reach out to me directly for a conversation.
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