Portfolio & Private Markets Senior Analyst

Medium; Aliso Viejo (CA); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Great Gray in California is seeking a Senior Investment Analyst to join the Investment team. The role focuses on portfolio construction, manager research, content development, and client support, with emphasis on advanced Excel and working knowledge of private markets.

You will report to the Deputy Chief Investment Officer, collaborate with sales, operations, legal, and technology, and contribute to client deliverables and market insights.

Qualifications

• Experience with portfolio construction and manager research.
• Strong Excel skills and financial modeling.
• Experience with private markets.
• Client support and client deliverables.

Responsibilities

• Support portfolio construction and manager research.
• Develop content for client deliverables and market insights.
• Provide client support and respond to inquiries.
• Collaborate with sales, operations, legal, and technology.

Skills

Advanced Excel

Portfolio construction

Manager research

Content development

Client support

Job description

Great Gray in California is seeking a Senior Investment Analyst to join the Investment team. The role focuses on portfolio construction, manager research, content development, and client support, with emphasis on advanced Excel and working knowledge of private markets.

You will report to the Deputy Chief Investment Officer, collaborate with sales, operations, legal, and technology, and contribute to client deliverables and market insights.