Analyst, ARS-Portfolio Management (Campus)

Investments Analyst – Absolute Return Strategies (Hedge Fund Strategies)

PORTFOLIO MANAGEMENT

The Portfolio Management department’s primary focus is to construct and monitor the customized and commingled portfolios the firm manages in our Absolute Return Strategies group.  The department constructs forward-looking allocation plans that align with GCM Grosvenor’s current investment views while ensuring compliance with each portfolio’s stated objectives and constraints. The Portfolio Management team works closely with other departments including our Research, Risk Management and Operations teams on investments-related work.  In addition, Portfolio Management works closely with our Business Development, Marketing and Legal groups to create portfolio proposals in pursuit of new business, and to further develop existing business relationships.  The role of a Portfolio Management Analyst focuses in the areas of investments, client servicing and operations.

SUMMARY

The Analyst Program is a roughly three-year program designed to give college graduates relevant experience within the alternatives industry. Upon completion of the program, Analysts are typically promoted to Associate, attend graduate school or pursue alternate career opportunities. 

RESPONSIBILITIES           

The individual will be involved in the following critical activities:

• Construct forward-looking portfolio plans that allocate client capital to various hedge funds.
• Use the Firm’s internal risk analytics to analyze portfolios of hedge funds and inform allocation decision making.
• Draft portfolio-related correspondence to clients and create customized solutions and analyses for client requests as they arise.
• Coordinate implementation of investments alongside Treasury and Operations.
• Maintain a deep knowledge base of underlying hedge funds and current investment themes.
• Work closely with Business Development, Marketing and Legal to create proposed portfolio presentations for potential new business.
• Complete research projects that strive to improve the Firm’s portfolio management function.
• Test portfolio allocation plans to their respective objectives and constraints for compliance.
• Participate in weekly department meetings.
• Work on special projects as needed, such as broad investment process or strategic development projects.
• Train/mentor Investment Analysts who subsequently join the Analyst program.

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

The ideal experience and critical competencies for the role include the following:             

• Bachelor’s Degree with a concentration in Finance, Economics, Accounting or a related field with a superior grade point average.
• Strong interest in and knowledge of the investment industry, particularly the alternative investment industry. Applicable coursework or previous internship in the field of investments or financial markets beneficial.
• Superior written and verbal communication skills. The ability to articulate thoughts in a clear and concise manner to both clients and staff through written correspondence, presentations and in meetings.
• Must be flexible and adaptable with the ability to work in a fast paced, changing environment with shifts in workflow priorities under tight time constraints.
• Excellent work ethic, high degree of professionalism and integrity, and commitment to team in a goal-oriented environment.
• Superior organization, critical decision making and problem-solving skills with the demonstrated initiative and ability to manage tasks and projects independently from start to finish in a cross functional team environment.
• Strong attention to detail and concern for quality and accuracy of final product, and ability to balance that concern with deadlines.
• Team player, self-starter, independent and critical thinker.
• Flexible schedule which allows for certain late nights and weekends and weekends depending upon the workload.
• The ability to recognize the requirements of confidentiality.
• Highly proficient with Excel, Word, and Outlook.

EQUAL OPPORTUNITY EMPLOYER M/F/D/V