Portfolio Solutions VP

Coda Search│Staffing; Chicago (IL); On-site; USD 180,000 - 300,000; Full time

Job summary

Coda Search│Staffing is seeking a VP of Portfolio Solutions for a leading global alternative investment management firm. The role focuses on designing customized investment strategies across real estate, infrastructure, renewable power, credit, and private equity to align with client objectives.

You will support development of proposals, conduct strategic asset allocation, evaluate opportunities, and prepare analytics for internal and client discussions.

Qualifications

• Minimum 5 years of relevant investment experience.
• Private market experience with a focus on asset allocation or portfolio solutions.

Responsibilities

• Support the development of customized investment proposals and multi-asset portfolio solutions based on client objectives, risk tolerances, liquidity needs, and portfolio constraints.
• Conduct strategic asset allocation and portfolio construction analysis across private market asset classes such as real estate, infrastructure, renewable power, private equity, and credit.
• Evaluate the benefits and risks of investment opportunities across private market asset classes, including underlying return drivers, cash flow characteristics, liquidity considerations, and diversification benefits.
• Contribute to investment selection and sizing across funds, direct deals, and co-investments.
• Monitor portfolio allocations, cash flows, performance, and relevant market developments to support ongoing portfolio reviews and client discussions.
• Prepare portfolio analytics and supporting materials for internal portfolio management, investment committee, and client-related discussions as needed.
• Support business development efforts across new and existing client relationships, working closely with senior members to identify client needs and develop relevant investment solutions.

Skills

Private market experience

Asset allocation

Portfolio solutions

Job description

One of the world's largest alternative investment management companies with a focus on direct control investments in real estate, renewable power infrastructure, credit, and private equity is looking to hire a VP of Portfolio Solutions for their Investment Solutions Group. The team is responsible for designing and delivering customized investment strategies across the firm's global alternatives platform, including real estate, infrastructure, renewable power, private equity, and credit. The team partners closely with institutional and wealth clients to develop tailored portfolio solutions that align with specific objectives such as income generation, inflation protection, and long-term capital appreciation.

Responsibilities:

• Support the development of customized investment proposals and multi-asset portfolio solutions based on client objectives, risk tolerances, liquidity needs, and portfolio constraints.
• Conduct strategic asset allocation and portfolio construction analysis across private market asset classes, including real estate, infrastructure, renewable power, private equity, and credit.
• Evaluate the benefits and risks of investment opportunities across private market asset classes, including underlying return drivers, cash flow characteristics, liquidity considerations, and portfolio diversification benefits.
• Contribute to investment selection and sizing across funds, direct deals, and co-investments.
• Monitor portfolio allocations, cash flows, performance, and relevant market developments to support ongoing portfolio reviews and client discussions.
• Prepare portfolio analytics and supporting materials for internal portfolio management, investment committee, and client-related discussions as needed.
• Support business development efforts across new and existing client relationships, working closely with senior members to identify client needs and develop relevant investment solutions.

Qualifications & Requirements:

• Minimum 5 years of relevant investment experience:
• Private market experience is required, with a focus on asset allocation or portfolio solutions