JCW is currently recruiting for a leading global alternative asset management firm, is seeking a Portfolio Management to join their Investments team in New York. This is a client-facing role responsible for constructing and monitoring customized private equity portfolios for institutional investors, partnering closely with investment teams to shape portfolio strategy across the firm's private markets platform.
Key Responsibilities:
- Guide portfolio design, pacing, and allocation decisions for private equity and multi-asset class mandates
- Develop portfolio construction frameworks and forward-looking planning models
- Communicate portfolio insights and allocation rationales to internal stakeholders and institutional clients
- Form portfolio-level views on PE fund opportunities by synthesizing diligence findings and market insights
- Support client engagement and business development through portfolio positioning and performance presentations
Qualifications:
- Strong background in private equity, portfolio construction, or investment management
- Excellent communication skills with the ability to translate complex concepts for technical and non-technical audiences
- Client-facing experience with institutional investors preferred
Haley Rizzo specializes in partnering with audit and finance professionals at leading organizations nationwide. For more information, please contact Haley at haley.rizzo@jcwgroup.com.
Finance Associate in New York City Metropolitan Area at JCW Group
This position is listed as full time and onsite. It was posted yesterday.