Job Description

About the Company: 

Our client is a family office that focuses on long-term capital deployment across diverse asset classes including private markets and alternative investments.

Responsibilities:

  • Own the end-to-end portfolio data management process

  • Lead the collection and quality control of the firm’s public markets data

  • Assess and recommend enhancements for collecting and storing public markets data to facilitate reporting across various workflows

  • Liaise with the investment team to assist with ad hoc historical and pro-forma portfolio analysis

  • Aggregate portfolio and fund/firm data in tables, slides, and charts for daily, weekly, monthly and quarterly meetings

    • Requirements:

  • Bachelor’s degree required

  • 2-5 years of related experience as a financial/business data or investment operations analyst

  • Experience at an asset management firm required

  • S...

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