Associate, Portfolio Management and Manager Due Diligence

Elevation Point; Denver (CO); In loco; USD 75.000 - 110.000; Tempo pieno

Descrizione del lavoro

Elevation Point Wealth Partners is seeking an Associate for Portfolio Management and Manager Due Diligence to support manager due diligence, portfolio monitoring, and program oversight across OCIO, MVP, and Princeton Everest Fund programs. The role emphasizes research, analysis, and hands-on execution with a view to increasing strategic responsibility.

This execution-focused position suits someone with 3–5 years of experience in portfolio management or related analysis and a strong capacity to

Competenze

• 3–5 years of experience in portfolio management, investment analysis, or manager due diligence.
• Solid understanding of OCIO structures, model portfolios, and alternative investment strategies.
• Strong analytical and research skills with attention to detail.
• Excellent communication skills and ability to collaborate across internal teams and external partners.
• Highly organized with ability to manage multiple workstreams.
• Bachelor's degree in Finance, Economics, or related field required; progress toward CFA designation preferred.

Mansioni

• Administer due dilligence policies and procedures for investment managers.
• Assist in maintaining and updating the Dasseti Due Diligence Portal.
• Conduct research and evaluations on new managers under consideration.
• Monitor ongoing performance of existing managers and flag issues for review.
• Support portfolio construction analysis and maintenance for OCIO clients.
• Assist in preparing custom investment solutions for client review.
• Collect third party investment manager information and materials.
• Support the MVP lead portfolio manager on the model suite, including performance monitoring and data analysis.
• Perform analysis on market expectations and economic conditions.
• Help track model performance and prepare recommendations for allocation shifts.
• Support fund performance monitoring and reporting for PEF.
• Ongoing manager evaluations and recommendations.
• Assist in analysis related to fund flows, pipeline, and commitments.
• Additional Support Responsibilities: review risk proxies used in the Client Portfolio Compliance Monitoring Process.
• Help maintain the OCIO Investment Proposal Tool.

Conoscenze

Portfolio management

Investment analysis

Manager due diligence

OCIO knowledge

Model portfolios

Research skills

Communication skills

Multi-tasking

Attention to detail

Formazione

Bachelor's degree in Finance/Economics or related field

Descrizione del lavoro

The Associate, Portfolio Management and Manager Due Diligence supports the investment strategy, manager due diligence, and portfolio oversight functions of Elevation Point Wealth Partners and Princeton Fund Advisors. Working closely with the Director and the broader Investments team, this role provides hands‑on research, analysis, and execution across three areas: manager due diligence, portfolio monitoring and analysis for the OCIO, Managed Volatility Portfolios (MVP), and Princeton Everest Fund (PEF) programs, and firmwide tool and program support. The Associate plays a key role in the day‑to‑day operations of the fashion’s model portfolio programs and contributes directly to the management of the Princeton Everest Fund.

This is an execution‑focused role suited to someone with solid investment analysis experience who is ready to take on greater ownership of due diligence workstreams, portfolio monitoring, and advisor support, with a path toward increasing strategic responsibility.

Key Focus Areas

Key Responsibilities

• Administer due diligence policies and procedures for investment managers.
• Assist in maintaining and updating the Dasseti Due Diligence Portal.
• Conduct research and evaluations on new managers under consideration.
• Monitor ongoing performance of existing managers and flag issues for review.
• Support portfolio construction analysis and maintenance for OCIO clients.
• Assist in preparing custom investment solutions for client review.
• Collect third party investment manager information and materials.

Managed Volatility Portfolios (MVP)

• Support the lead portfolio manager on the MVP model suite, including performance monitoring and data analysis.
• Perform analysis on market expectations and economic conditions.
• Help track model performance and prepare recommendations for allocation shifts.

Princeton Everest Fund (PEF)

• Support fund performance monitoring and reporting.
• Ongoing manager evaluations and recommendations.
• Assist in analysis related to fund flows, pipeline, and commitments.

Additional Support Responsibilities

• Support review of risk proxies used in the Client Portfolio Compliance Monitoring Process.
• Help maintain the OCIO Investment Proposal Tool.

Qualifications

• 3–5 years of experience in portfolio management, investment analysis, or manager due diligence.
• Solid understanding of OCIO structures, model portfolios, and alternative investment strategies.
• Strong analytical and research skills, with attention to detail.
• Excellent communication skills, with the ability to collaborate across internal teams and interact professionally with advisor teams and external partners.
• Highly organized, with the ability to manage multiple workstreams simultaneously.
• Bachelor's degree in Finance, Economics, or related field required; progress toward CFA designation preferred.