Portfolio Management Associate

Atlantic Group; West Palm Beach (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Atlantic Group in the United States seeks a Portfolio Strategy and Investment Operations Associate to enhance investment analytics and strategy. You will build asset allocation models, forecast liquidity, and track performance with cross-functional teams.

You will translate complex data into executive-ready insights for monthly client meetings, Investment Committee reviews, and board presentations, using Excel, PowerPoint, and coding in Python or R.

Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, or related field.
• 2+ years of experience in investment research, portfolio analytics, asset management, or strategy.
• Advanced Excel and PowerPoint; Python or R preferred.
• Understanding of portfolio strategies, risk assessment, and performance attribution.
• Strong problem-solving, analytical, and communication skills.
• Ability to engage with senior leadership and cross-functional teams.

Responsibilities

• Maintain models for asset allocation, liquidity forecasting, and performance tracking.
• Collaborate with investment teams to ensure data integrity and forecasting tools.
• Prepare materials for client meetings, IC reviews, and board presentations.
• Monitor risk, liquidity, counterparty risk, and investment restrictions.
• Bridge finance and investment teams to implement decisions.
• Conduct market research and peer benchmarking to inform strategy.

Skills

Portfolio analysis

Forecasting

Data-driven insights

Cross-functional coordination

Communication

Leadership & collaboration

Education

Bachelor's degree in Finance, Economics, Mathematics, or related field

Tools

Excel

PowerPoint

Python

R

Job description

Advance your career as a Portfolio Strategy and Investment Operations Associate with our private equity client. This role is ideal for an investment professional with expertise in asset allocation, portfolio modeling, performance analysis, and cross-asset research. Collaborate with the Executive Team to drive investment strategy, risk assessment, and portfolio optimization through rigorous financial modeling and data-driven insights.

Responsibilities as the Portfolio Strategy and Investment Operations Associate:

• Portfolio Analysis & Modeling: Maintain proprietary models for asset allocation, liquidity forecasting, portfolio exposures, and performance tracking.
• Cross-Functional Coordination: Work with investment teams to ensure data integrity and develop tools for accurate forecasting and strategic planning.
• Reporting & Presentation: Prepare in-depth materials for monthly client meetings, Investment Committee reviews, and board presentations, translating complex data into actionable insights.
• Risk & Compliance Monitoring: Support compliance efforts, tracking asset allocation, liquidity, counterparty risk, and investment restrictions.
• Portfolio Execution & Operations: Act as a bridge between finance and investment teams, ensuring seamless implementation of investment decisions.
• Market & Peer Research: Conduct ad hoc research on market trends, peer benchmarking, and investment strategy comparisons to inform executive decision-making.

Qualifications for the Portfolio Strategy and Investment Operations Associate:

• Education: Bachelor's degree in Finance, Economics, Mathematics, or a related field required.
• Experience: 2+ years of experience in investment research, portfolio analytics, asset management, or strategy, with a strong preference for asset allocation expertise.
• Technical Proficiency: Advanced skills in Excel and PowerPoint (coding experience in Python or R highly preferred).
• Industry Knowledge: Understanding of portfolio strategies, risk assessments, portfolio optimization, and performance attribution.
• Skills & Attributes: Strong problem-solving, analytical, and communication skills, with the ability to translate data into clear, strategic insights.
• Collaboration & Leadership: Confidence to engage with senior leadership, collaborate across teams, and proactively contribute to high-level discussions.