Portfolio Management & Due Diligence Associate

Elevation Point; Denver (CO); Vor Ort; USD 75.000 - 110.000; Vollzeit

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Portfolio management

Investment analysis

Manager due diligence

OCIO knowledge

Model portfolios

Research skills

Communication skills

Multi-tasking

Attention to detail

Ausbildung

Bachelor's degree in Finance/Economics or related field

Jobbeschreibung

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