Portfolio Management Analyst

SUMMARY

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 Manager 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.

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 for client requests as they arise.
• Maintain good 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.
• 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 team.

EDUCATION, SKILLS and EXPERIENCE REQUIREMENTS

The individual should have broad-based investment and capital markets knowledge, as well as experience in financial analysis. Specific knowledge of the hedge fund industry and various strategies would be a significant enhancement. 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.
• 1-3 years working in an investment, operations or accounting role within an asset management firm or top-tier public accounting firm.
• Overall familiarity with the alternative investments industry and a working knowledge of a broad range of hedge fund strategies.
• 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.
• Highly proficient with Excel, Word, and Outlook.
• Ability to work in a fast-paced, changing environment.
• Excellent work ethic, high degree of professionalism and integrity, and commitment to team in a goal-oriented environment.
• Superior organization, decision making and problem-solving skills with the demonstrated initiative and ability to manage tasks and projects independently from start to finish.
• Flexibility and adaptability to handle changing priorities pertaining to workflow.
• Strong attention to detail and concern for quality and accuracy of final product (and ability to balance that concern with deadlines).
• The ability to manage multiple tasks simultaneously in a cross functional team environment.
• Collaborative individual who is a team player, self-starter, and independent thinker.
• Flexible schedule which allows for certain late nights and weekends depending upon workload.
• The ability to recognize the requirements of confidentiality.
• Proven ability to work both independently and within a team.