Senior Associate, Private Markets Portfolio Strategy

Hamilton Lane; Philadelphia (Philadelphia County); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition reimbursement

Paid volunteer time

Job summary

A leading investment firm in Philadelphia is seeking a Senior Associate to join their Portfolio Management Group. This role focuses on advising clients on portfolio analysis and developing financial models. Candidates should have at least five years of experience in financial services, strong analytical skills, and proficiency in Excel. The position offers a comprehensive benefits package and a collaborative work environment.

Qualifications

• At least 5 years of experience in financial services, consulting, or data analytics.
• Proficient in Excel for financial data analysis.
• Experience with statistical programming languages is a plus.

Responsibilities

• Advise clients on portfolio analysis and performance assessment.
• Create portfolio proposals and strategy recommendations.
• Develop and enhance portfolio models and analytical tools.

Skills

Quantitative financial analysis

Data analysis

Strong verbal communication

Creative problem-solving

Team leadership

Education

5+ years in financial services or data analytics

Tools

Excel

Python

Tableau

Job description

A leading investment firm in Philadelphia is seeking a Senior Associate to join their Portfolio Management Group. This role focuses on advising clients on portfolio analysis and developing financial models. Candidates should have at least five years of experience in financial services, strong analytical skills, and proficiency in Excel. The position offers a comprehensive benefits package and a collaborative work environment.