Portfolio Management Associate – Global Investment Firm

Location: New York, NY

Company Overview:

Our client is a leading global private investment firm with over $100B in assets under management. With a core focus on real estate, energy infrastructure, and oil & gas, they operate across geographies and asset classes to deliver long-term value to institutional investors and limited partners. Known for their rigor and performance, the firm blends institutional excellence with entrepreneurial agility.

The Opportunity:

As a Portfolio Management Associate, you’ll join a high-performing team responsible for maintaining and improving financial models, investor reporting, and fund-level analysis across a broad portfolio. The role offers exposure to cross-functional departments, collaboration with Investor Relations, and insight into fund strategy and performance. This is a unique opportunity for an analytically-minded professional with a strong foundation in finance, Excel modeling, and data interpretation, especially those with 2–5 years of post-military experience or an academic background in finance, math, or accounting.

Key Responsibilities:

• Produce and enhance quarterly investor reports, including financial commentary, IRR projections, and investment overviews.
• Support annual investor conferences by building high-impact presentations covering market trends, fund summaries, and asset-level performance.
• Maintain and improve fund-level financial models, tracking cash flows, expenses, and investor contributions/distributions.
• Partner with internal teams to ensure accuracy and consistency in data across proprietary systems and reporting tools.
• Collaborate with IR on presentations, LP updates, and ad hoc data analyses.
• Work across functions (Asset Management, Acquisitions, Capital Markets, Accounting, Legal, Treasury, etc.) to align reporting with evolving business needs.
• Support senior leadership (including the CEO, CFO, and Head of Portfolio Management) with analysis and special projects.
• Drive continuous improvement of processes and tools to enhance reporting quality and efficiency.

Qualifications:

• Bachelor’s degree required, ideally in Finance, Accounting, Math, or a related analytical discipline.
• Strong academic performance and a track record of execution in rigorous environments.
• 2–5 years of relevant experience in investment banking, asset management, corporate finance, or related fields. (Candidates with strong academic credentials and applicable coursework will also be considered.)
• Proficient in Excel, including pivot tables, financial modeling, and discounted cash flow analysis (Excel assessment is part of the hiring process).
• Skilled in PowerPoint and able to communicate complex financial information clearly and visually.
• Meticulous attention to detail with experience managing and analyzing large data sets.
• Strong interpersonal skills and a collaborative mindset—comfortable working across departments.
• Organized, self-motivated, and adaptable in a fast-paced, high-performance environment.

Compensation & Benefits:

• Base Salary: $150,000
• Target Bonus: 60%+