Private Markets Allocation Strategist

Initio Capital; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

Initio Capital is seeking an Asset Allocation Specialist in New York, NY. This role involves analyzing private market strategies and providing insights to support investment decisions across various asset classes like private equity and real assets.

The ideal candidate will have a Bachelor’s degree in Finance or a related field and excellent analytical skills. Proficiency in Excel is essential, with bonus skills in Python or SQL being a plus. This full-time position offers opportunities for growth within the investment sector.

Qualifications

• Bachelor’s degree in relevant field is required.
• Strong understanding of private markets and portfolio construction.
• Experience in asset allocation or private equity is preferred.
• Advanced analytical skills with attention to detail.

Responsibilities

• Analyze and recommend allocations across private market strategies.
• Support investment committees with data-driven insights.
• Build models, dashboards, and tools for performance tracking.
• Conduct due diligence on fund managers and co-investments.
• Monitor portfolio performance and risk exposures.
• Research market trends to optimize allocation decisions.
• Prepare reports and presentations for senior management.

Skills

Strong understanding of private markets

Analytical and quantitative skills

Proficiency in Excel

Clear communication skills

Education

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

Tools

Excel

Python

R

SQL

VBA

Job description

Initio Capital is seeking an Asset Allocation Specialist in New York, NY. This role involves analyzing private market strategies and providing insights to support investment decisions across various asset classes like private equity and real assets.

The ideal candidate will have a Bachelor’s degree in Finance or a related field and excellent analytical skills. Proficiency in Excel is essential, with bonus skills in Python or SQL being a plus. This full-time position offers opportunities for growth within the investment sector.