Vice President, Portfolio Solutions
Core
Design and deliver customized multi-asset portfolio solutions for institutional and wealth clients, focusing on private market asset classes like real estate, infrastructure, and private equity.
Role type
Senior IC investment strategist (portfolio solutions)
Builds
Bespoke mandates, commingled vehicles, and strategic partnerships
Domain
Private markets (real estate, infrastructure, renewable power, private equity, credit)
Required skills
Strategic asset allocation, portfolio construction, private market investment evaluation, investment selection and sizing, portfolio analytics, business development, client education, macroeconomic analysis, presentation skills, Excel/Bloomberg/FactSet proficiency
Preferred skills
CFA or CAIA designation, graduate degree
Technologies
Bloomberg, FactSet, Excel, PowerPoint, Word
Responsibilities
Develop customized investment proposals and multi-asset portfolio solutions; conduct strategic asset allocation and portfolio construction analysis; evaluate investment opportunities across private market asset classes; contribute to investment selection and sizing; monitor portfolio allocations and performance; prepare portfolio analytics for internal and client discussions; support business development and client meetings; educate clients on portfolio design and market developments; partner with client service and investment teams to develop materials.
Seniority
Senior, hands-on IC
