Private EquityNorth America2 - 5 yearsAbout our clientOur client is a global leader in private markets, developing tailor-made portfolios for the most discerning investors globally. With a research-driven method that combines fund, secondary, credit, and co-investment strategies, the firm provides bespoke investment management and advisory services in private markets for institutional clients. Our client covers private markets in various sectors with offices around the world and is now looking for a self-driven and analytical Portfolio Management Associate, based in Charlotte, North Carolina, USA. What the job involves
Collaborate with the data science, research, and performance analytics teams to gather, clean, and interpret data, while proposing models and metrics aligned with portfolio management and liquidity objectives
Develop and manage sophisticated Excel models (including VBA) to support key portfolio management functions
Leverage deep understanding of risk, return, and liquidity to enhance portfolio management strategies
Build and analyze models in Python and R, utilizing both built-in functions and custom-developed solutions
Retrieve, clean, and structure data using MySQL and Python/R; familiarity with Power BI is a plus
Communicate model outputs, assumptions, and limitations clearly to internal stakeholders
Work independently and efficiently, translating high-level ideas into code and actionable model outputs
Create presentations for both internal and external audiences to explain portfolio strategies and investment decisions
Who we are looking for
Strong proficiency in Python and Excel; additional experience with SAS, R, or MATLAB is highly valued
Solid understanding of statistical modeling, data analysis, and numerical algorithms
Expertise in databases such as MySQL or similar and knowledge of financial instruments; experience with Bloomberg is a significant advantage
Bachelor's, Master's, or Ph.D. in mathematics, statistics, biostatistics, econometrics, or a related quantitative field.
Proven experience in a financial environment; familiarity with private markets is a plus
Meticulous attention to detail to ensure the accuracy and integrity of code and data with exceptional written communication and presentation skills
Demonstrates discretion and professionalism in handling confidential information
Collaborative team player with a positive attitude and a curious, proactive mindset and flexibility to adapt to evolving schedules and priorities
