Analyst, Multi-Asset Portfolio Solutions

Growth Equity Interview Guide; City of Rochester (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Ares Management is seeking an Analyst to join their Multi-Asset Portfolio Solutions team in New York. You will build and maintain financial models, analyze portfolio performance, and help design investment solutions for institutional clients.

The role involves preparing client materials, collaborating with cross-functional teams, and documenting processes to improve analytical tools. Candidates typically have 1–3 years in finance and strong Excel/PowerPoint skills.

Qualifications

• 1–3 years of experience in finance or investment analysis.
• Understanding of corporate finance and portfolio theory.
• Experience with Excel and PowerPoint.
• Familiarity with Python or SQL is a plus.
• Strong written and verbal communication skills.
• Detail-oriented and collaborative mindset.
• Ability to manage multiple projects in a fast-paced environment.

Responsibilities

• Build and maintain financial models for investment portfolios.
• Analyze portfolio performance and risk under different scenarios.
• Support the design of custom investment solutions for clients.
• Prepare client proposals and investment materials.
• Collaborate with various teams to create integrated solutions.
• Document processes and improve analytical tools.

Skills

Communication skills

Detail-oriented

Collaborative mindset

Multi-project management

Adaptability

Tools

Excel

PowerPoint

Python

SQL

Job description

Ares Management is looking for an Analyst to join their Multi-Asset Portfolio Solutions team. In this role, you’ll help design and implement investment solutions for institutional clients. You’ll work with various teams to analyze portfolios and prepare client-ready materials. This position offers a great opportunity to grow your skills in a dynamic and supportive environment.

What You’ll Do

• Build and maintain financial models for investment portfolios.
• Analyze portfolio performance and risk under different scenarios.
• Support the design of custom investment solutions for clients.
• Prepare client proposals and investment materials.
• Collaborate with various teams to create integrated solutions.
• Document processes and improve analytical tools.

What You Need

• 1-3 years of experience in finance or investment analysis.
• Understanding of corporate finance and portfolio theory.
• Strong skills in Excel and PowerPoint.
• Experience with programming tools like Python or SQL is a plus.
• Good communication skills to explain complex ideas simply.
• Detail-oriented and collaborative mindset.
• Ability to manage multiple projects in a fast-paced environment.

What You’ll Love

• Competitive salary and performance-based bonuses.
• Comprehensive benefits including health, dental, and vision plans.
• 401(k) with company match to help you save for retirement.
• Support for mental health and wellness programs.
• Opportunities for professional development and education sponsorship.
• Inclusive and collaborative work culture.

About the Firm

• Ares Management has a strong track record in alternative investments.
• They focus on creating custom investment solutions for institutional clients.
• The firm values collaboration, responsibility, and trustworthiness.
• They are committed to fostering a diverse and inclusive workplace.