Portfolio Analyst

The Company

 

Albourne is an industry leading investment consultant with offices around the globe. Our firm of 550+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $550 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Real Assets, Real Estate and Dynamic Beta.

 

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.

 

The Role

We are seeking a Portfolio Analyst to join our Norwalk, 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, making strategy and fund recommendations, based on Albourne’s portfolio construction process, research platform and house view.

Responsibilities

  • Consult with Albourne’s clients taking the central role on the advisory service delivered to them.  
  • Assist clients with formulating investment policy and guidelines, making recommendations to them related to individual funds, strategy or general portfolio characteristics based on these guidelines, analysis contained within Albourne’s research platform and the house view.
  • Actively monitor client portfolios with reference to performance, risk, exposures, rating and sub-ratings, understanding the portfolio’s objectives within the context of the total asset allocation.
  • Maintaining client relationships and 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 Albourne’s services and advice.
  • Participate 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 core.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.
  • Prepare, run and review client portfolio risk models – ensuring data accuracy and complete coverage. Assist in the preparation of Albourne portfolio construction reports (Model Portfolios, Rational Portfolios and optimization analysis). 
  • Assist with overseeing client portfolios performance, risk/return profiles. Provide ongoing assistance (quantitative and qualitative modelling) and analyze and explain movements in client portfolios.
  • Prepare clear, accurate, concise reports and recommendations to clients, in line with client and management deadlines. 
  • Follow company’s “best practices” in respect of portfolio construction.
  • Support with business strategic initiatives as required.
  • Other ad hoc activities, as directed by Head of Portfolio Group and other Partner Portfolio Analysts

What We’re Looking For

  • University graduate
  • At least 5 years' relevant prior work experience, with knowledge or experience of the alternatives industry
  • Strong written communication skills
  • Possession of or advanced progression towards relevant professional qualifications (CFA, CAIA, CPA)
  • Proactive self-starter, proficient time management and multi-tasking
  • Professional demeanour and strong interpersonal skills.
  • Systems literacy (excel, ppt, word, Outlook)
  • Travel (frequent)

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
  • 30 days paid time off each year including Vacation and Holidays

Job Type: Full-time

Location: Norwalk, 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.

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