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Posted on 23 May, 2024

Portfolio Advisor (Associate)

Position Overview

The advisory team is crucial in fostering and sustaining advisory relationships with large, sophisticated investors, leveraging the firm's resources to benefit each client. The role involves collaborating with existing clients on the creation and execution of their alternative investment strategies, and it also serves as the central hub for the firm's marketing and business development initiatives.

Requirements for this role:

  • 3-6 years of experience in an asset manager, covering alternative strategies
  • Strong modelling skills ie. DCF/LBO
  • Excellent communication skills, with a preference for candidates who have experience in client management and pitching.
  • Strong academic background from a top-tier university.

Desired Experience

3-6 years of experience in an asset manager, covering alternatives strategy.

Key Elements of the Role

The role involves collaborating with existing clients on the creation and execution of their alternative investment strategies, and it also serves as the central hub for the firm's marketing and business development initiatives.

Location

London
Freida Lee

Freida Lee

Consultant

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