What are the responsibilities and job description for the Portfolio Associate position at Palo Alto Staffing?
Assist in the analysis and due diligence of potential investment opportunities across various asset classes, including private equity, hedge funds, and public equities
Monitor and report on the performance of the existing investment portfolio, providing insights and recommendations to the investment committee
Collaborate with the broader team to develop and implement investment strategies aligned with the family's long-term goals
Prepare detailed financial models, valuations, and investment presentations for internal and external stakeholders
Stay up-to-date with market trends, industry developments, and regulatory changes that may impact the family's investments
