Portfolio Investment Analyst

4 days ago


San Francisco, California, United States Albourne Full time
About Albourne

Albourne is a leading investment consultant with a global presence. Our firm provides advisory services to investors, including institutional investors, financial intermediaries, and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Real Assets, Real Estate, and Dynamic Beta.

The Role

We are seeking a Portfolio Analyst to join our team covering Alternative Investments in our San Francisco office. The successful candidate will be responsible for providing analytical support to the consultant team, assisting in the formulation of investment policies and guidelines, and making recommendations on individual funds, strategies, or general portfolio characteristics.

Key Responsibilities
  • Perform quantitative and qualitative analysis of alternative investment opportunities, including hedge funds, private equity, real assets, and other non-traditional asset classes.
  • Assist in the due diligence process by evaluating investment managers, reviewing performance metrics, and assessing risk profiles.
  • Monitor existing investments and provide regular updates on portfolio performance, including attribution analysis and market commentary.
  • Collaborate with the investment team to develop portfolio construction and asset allocation recommendations.
  • Prepare and present analytical reports and findings to senior management and investment committees.
  • Stay informed of market trends and developments in the alternative investments space to identify potential investment opportunities or risks.
Requirements
  • Bachelor's degree in Finance, Economics, or a related field.
  • CFA/CAIA designation is a plus, but not mandatory.
  • Minimum of 3-5 years of relevant experience in investment analysis or portfolio analysis.
  • Strong analytical, quantitative, and research skills.
  • Proficient in financial modeling and investment valuation techniques.
  • Excellent communication and interpersonal skills, with the ability to articulate complex concepts clearly and concisely.
  • Detail-oriented with strong organizational and project management abilities.
  • Ability to work independently and as part of a team in a fast-paced environment.
Benefits
  • Comprehensive Compensation and Benefits Package.
  • Fully paid Medical and Dental PPO.
  • Fully paid Basic Life and AD&D.
  • 401k & FSA.
  • Everyday Wellness.
  • 30 days paid time off each year including Vacation and Holidays.


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