Private Bank, Endowments & Foundations Portfolio Management Team , Analyst/Associate
About The Position
Join the Private Bank's E&F Team based in New York as an Analyst or Associate (depending on skill set + years of experience). The successful candidate will be a member of the Private Bank’s Endowments and Foundations Portfolio Management team. The team is responsible for managing global, multi-asset portfolios on a discretionary basis. Our clients are endowments, foundations, and large families who are seeking an institutional investment approach. The team performs original research to make strategic, tactical, and vehicle-level decisions across traditional and alternative asset classes. The team comprises individuals in New York, London, and Mumbai and is highly collaborative across regions and with other teams within the firm. With nearly $30 billion in assets under management, the team currently serves clients in the US, EMEA, and Latin America.
Requirements
- Bachelor’s degree
- Fluency with data systems such as Excel, Python, Bloomberg, and FactSet
- Outstanding attention to detail, sense of urgency, and ability to work under time pressure
- Can-do attitude, strong organizational skills, ability to interact with peers and more senior people on this team and other internal partners
- Markets knowledge and passion to learn more
- Ability to thrive in a collaborative environment on a global team
- Strong analytical and communication skills
Nice To Haves
- advanced degree and/or CFA charter holder a plus
Responsibilities
- Play a central role in trade planning, pre-trade and post-trade analysis, and performance analysis
- Create and maintain tools used in the portfolio management process
- Assist with investment research, working with the CIO and other PMs on the team
- Perform analysis of investment vehicles, portfolios, peer universes, and potential investments
- Produce materials that summarize positioning, outlook, and investment rationale
- Collaborate with global internal partners including client advisors, trade execution specialists, and 3rd party manager due diligence
Benefits
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
