What are the responsibilities and job description for the Portfolio Management Associate - Asset Manager in Chicago position at Coda Search│Staffing?
Our client, an alternative asset manager in Chicago, is looking to add a Portfolio Management Associate to their growing team!
Candidates MUST have experience with cash flow forecasting & distributions!
Responsibilities:
- Develop and manage valuation and cash flow models for individual private funds as well as portfolios of private funds, including deployment, return of capital and reinvestment.
- Ideate investment ideas, insights, and recommendations during portfolio management meetings
- Implement strategic and tactical asset allocation decisions across private investment portfolios.
- Compile portfolio models, portfolio allocations, portfolio performance and other relevant material for portfolio management meetings and investment committee meetings.
Requirements:
- Bachelor’s degree
- CFA a plus
- 4-6 years of relevant investment experience, private market experience required
- Strong quantitative skills Excel
- Python, R, or other statistical computing language is considered an advantage.
Salary : $115,000 - $275,000
