Asset Allocation Specialist – Private Markets

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services firm in New York is seeking an Asset Allocation Specialist for its Private Markets team. This role involves analyzing and recommending allocations across various private market strategies, including private equity and venture capital. Candidates should have a Bachelor's degree in a relevant field and strong analytical skills. Experience in asset allocation or familiarity with alternative investments is preferred. The position emphasizes collaboration with investment teams and requires proficiency in Excel and possibly other analytical tools.

Qualifications

• Bachelor's degree in a relevant field.
• Understanding of private markets and alternative investments.
• Experience in asset allocation is a plus.
• Strong analytical and quantitative skills.

Responsibilities

• Analyze and recommend allocations across private market strategies.
• Support investment committees with data-driven insights.
• Build models for portfolio construction and performance tracking.
• Conduct due diligence on fund managers and private market opportunities.
• Monitor portfolio performance and risk exposures.

Skills

Analytical skills

Quantitative analysis

Attention to detail

Communication skills

Education

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or related field

Tools

Excel

Python

R

SQL

VBA

Job description

Asset Allocation Specialist – Private Markets
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Asset Allocation Specialist – Private Markets position commonly found through the Career Launch AI Talent Network. It is designed to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in private markets, portfolio construction, and alternative investments.

Actual openings may vary based on employer needs, asset class focus (e.g., private equity, private credit, infrastructure, real assets, venture capital) and investment strategy.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

The Asset Allocation Specialist – Private Markets supports investment teams by analyzing, monitoring, and recommending allocations across private market strategies. The role blends quantitative analysis, portfolio optimization, and investment research to help guide allocation decisions across private equity, private credit, real assets, and other alternative investments.

This position involves close collaboration with portfolio managers, investment committees, and risk teams to ensure well-structured and diversified private market portfolios.

Key Responsibilities

• Analyze private market strategies and assess portfolio allocations across private equity, private credit, real assets, infrastructure, and venture capital
• Support investment committees by providing data-driven insights and recommendations on private markets allocations
• Build and maintain models, dashboards, and tools for portfolio construction, performance tracking, and scenario analysis
• Conduct due diligence on fund managers, co-investments, and direct private market opportunities
• Monitor portfolio performance, NAVs, cash flows, and risk exposures across private market investments
• Research market, sector, and macroeconomic trends to inform allocation decisions and optimize portfolio diversification
• Prepare regular reporting and presentations for senior management and stakeholders
• Identify opportunities to improve portfolio efficiency, risk-adjusted returns, and allocation strategies

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field
• Strong understanding of private markets, alternative investments, and portfolio construction
• Experience or coursework in asset allocation, private equity, private credit, or real assets (preferred but not required)
• Advanced analytical and quantitative skills with high attention to detail
• Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus
• Ability to work effectively in fast-paced, investment-focused environments
• Clear written and verbal communication skills
• Strong interest in private markets, portfolio strategy, and alternative investment analysis

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

• Skills-based role matching
• Resume and profile optimization
• Guidance on outreach to investment teams and hiring managers
• Interview preparation for private markets, portfolio construction, and quantitative assessments

To learn more or express interest in private markets and asset allocation roles, visit:
https://www.careerlaunch.ai/