Portfolio Analyst Position Available In Western Connecticut Planning Region, Connecticut

Portfolio Analyst Albourne – 4.0 Stamford, CT Job Details Full-time $145,000 – $165,000 a year 6 hours ago Benefits AD&D insurance Paid holidays Health insurance Dental insurance 401(k) Flexible spending account Paid time off Pension plan Gym membership Qualifications CPA 5 years Mid-level Master’s degree Project management Private equity Master of Business Administration CAIA Communication skills Full Job Description The Company Albourne is an industry leading, Alternatives-only investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Real Assets, Real Estate and Risk Premia strategies. Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence. Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry best practices have always been a defining part of who we are. Please click here to view Albourne Americas privacy policy. The Role We are seeking an Alternatives-focused Portfolio Analyst to join our Stamford, CT office. The Portfolio Analyst works across a range of clients, including Endowments & Foundations, Pension Plans, Family Office and Financial Intermediaries. They will be responsible for formulating investment policy and guidelines, and making strategy and fund recommendations based on Albournes portfolio construction process, research platform and house view. Responsibilities Advise Albournes clients, and take ownership of the client relationships. Assist clients with formulating investment policy and guidelines, and make recommendations to them related to individual funds, strategy, or general portfolio characteristics based on these guidelines. Construct and actively monitor client portfolios with reference to portfolio pacing, monthly / quarterly performance, risk, exposures, Albourne research ratings, all while understanding the portfolios objectives within the context of the total asset allocation. Prepare and present client-specific presentation materials. Maintain client relationships, ensuring client loyalty and retention through excellent client service as well as meeting all client needs appropriate to their business. Complete Annual Reviews with clients. Thoroughly review Albourne published research on alternative assets on a timely basis. Be prepared and able to comment on any component of Albournes services and advice. Proactively engage in regular conference calls and meetings with clients and/or Albourne analysts. Act as Albourne representative at client board or investment committee meetings and other formal or information consultation. Work with other assigned client service group to produce documents relevant to these meetings. Where necessary, meet with alternative asset managers and provide written summary in form of reports and strategy summaries. Assist in the preparation of Albourne Strategy Timing reports (Quarterly Strategy Forecasts, and 5-year Forecasts). Undertake bespoke fund, strategy and portfolio level research where appropriate to satisfy client requests. Prepare portfolio, strategy and fund level presentations for clients – ensuring data accuracy and complete coverage. Maintain good relationship with clients and a strong understanding of assigned clients objectives and goals related to their investments in alternative assets. Identify cross-selling opportunities based on clients interests. What Were Looking For Background allocating to alternatives strategies such as Private Equity, Private Credit and Hedge Funds. Strong presentation and communication skills, with a genuine desire to collaborate with clients and colleagues. True client service orientation. Willingness to be a continuous learner within Alternative investments, and to stay at the forefront of industry developments. Possession of relevant professional qualifications (CFA, CAIA, CPA, MBA) Proactive self-starter, proficient time and project management, and strong multi-tasking. Commitment to be physically present in our Stamford office for team days at least three days a week. Benefits and Perks Comprehensive Compensation and Benefits Package Fully paid Medical and Dental PPO Fully paid Basic Life and AD&D 401k & FSA Everyday Wellness, onsite weekly yoga and fitness Free Gym Membership near the office 30 days paid time off each year including

Vacation and Holidays Job Type:

Full-time Location:

Stamford, CT (Hybrid) Work authorization: Must be eligible to work in the United States Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws.