Private Markets Allocation Architect

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services firm in New York is seeking an Asset Allocation Specialist for its Private Markets team. This role involves analyzing and recommending allocations across various private market strategies, including private equity and venture capital. Candidates should have a Bachelor's degree in a relevant field and strong analytical skills. Experience in asset allocation or familiarity with alternative investments is preferred. The position emphasizes collaboration with investment teams and requires proficiency in Excel and possibly other analytical tools.

Qualifications

• Bachelor's degree in a relevant field.
• Understanding of private markets and alternative investments.
• Experience in asset allocation is a plus.
• Strong analytical and quantitative skills.

Responsibilities

• Analyze and recommend allocations across private market strategies.
• Support investment committees with data-driven insights.
• Build models for portfolio construction and performance tracking.
• Conduct due diligence on fund managers and private market opportunities.
• Monitor portfolio performance and risk exposures.

Skills

Analytical skills

Quantitative analysis

Attention to detail

Communication skills

Education

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or related field

Tools

Excel

Python

R

SQL

VBA

Job description

A financial services firm in New York is seeking an Asset Allocation Specialist for its Private Markets team. This role involves analyzing and recommending allocations across various private market strategies, including private equity and venture capital. Candidates should have a Bachelor's degree in a relevant field and strong analytical skills. Experience in asset allocation or familiarity with alternative investments is preferred. The position emphasizes collaboration with investment teams and requires proficiency in Excel and possibly other analytical tools.