Investment Associate
2 weeks ago
About PermCap Investment Office
PermCap is a $4.5bn multi-family office and endowment manager. The firm was founded in 2011 and employs 15 people full-time with offices in New York City and Charleston, South Carolina.
Position
PermCap is seeking an Investment Associate with RIA, Outsourced CIO, PWM, Endowment, or Family Office experience to support the Investment Team. Successful candidates will build asset allocation models and execute trades and rebalances across client accounts.
Responsibilities
- Portfolio rebalancing
- Create and maintain manager write ups and databases
- Participate in quarterly client performance updates
- Conduct manager research and due diligence new investment opportunities across equity and credit managers
- Build and maintain portfolio models
Qualifications
- Bachelor’s degree and 4-5 years’ work experience in the relevant field or MBA degree with relevant experience
- Preferred experience at an RIA, Outsourced CIO, PWM, Endowment, or Family Office
- Knowledge of various investment vehicles (i.e. ETFs, Equities, Mutual Funds, Limited Partnerships)
- Advanced Proficiency in Excel and Microsoft Office is critical, as well as comfort in constructing and maintaining large datasets
- Understanding of capital markets
- Attention to detail
- Ability to work with others in a fast‐paced, desk environment
- Self‐starter with the enthusiasm to challenge the status quo and drive change
- Possesses a high‐level of intellectual curiosity, and a passion for understanding and improving business processes
- Practices the utmost confidentiality
- Excellent work ethic and critical thinking ability
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