Portfolio Associate

Assist in the analysis and due diligence of potential investment opportunities across various asset classes, including private equity, hedge funds, and public equitiesMonitor and report on the performance of the existing investment portfolio, providing insights and recommendations to the investment committeeCollaborate with the broader team to develop and implement investment strategies aligned with the family's long-term goalsPrepare detailed financial models, valuations, and investment presentations for internal and external stakeholdersStay up-to-date with market trends, industry developments, and regulatory changes that may impact the family's investments

Created: 2025-03-12