Portfolio Management, Analyst/Associate

GCM Grosvenor · PE Portfolio Mgmt

Pay: $100,000–$130,000/yr
Where: New York, New York, United States
Posted: Aug 19

SUMMARY

The Portfolio Management team’s primary focus is to construct, implement and monitor the customized portfolios GCM Grosvenor manages within our Private Equity group. Additionally, the team more broadly performs initial and final investment allocation assessments for each investment opportunity sourced across all Private Markets investment verticals. The team creates forward-looking portfolio construction plans that align with GCM Grosvenor’s investment views while ensuring compliance with each portfolio’s stated objectives and constraints. The team also facilitates investment committee meetings and tests and documents iterative reviews throughout the pre-investment process. The Portfolio Management team works closely with nearly all departments across the Firm, including Investment Research, Risk Management, Finance and Legal.

What you'd do

Participate in reviewing investment opportunities to determine preliminary and final appetite and allocations based on the stated objectives for each program and Firm policy, plus document final investment allocations and rationales for each.
Perform control function to test and document each investment against approved investment guidelines for adherence to participating GCM client program objectives and confirm any client-specific protocols are completed.
Participate in weekly department and investment team meetings, which includes running the weekly investment committee meetings.
Participate in review and monitoring target portfolio plans for GCM client programs to ensure portfolio is being properly constructed in accordance with applicable objectives and constraints.
Maintain good knowledge base of underlying private equity funds and current investment themes.
Prepare and review periodic client portfolio update presentation materials/customized deliverables.
Serve as a primary coordinator of Investment execution process, working with various groups to ensure that all stages of investment diligence are completed, closing & funding dates are tracked, and participating client programs and amounts are communicated broadly.
Work on special projects as needed, such as broad investment process or strategic development projects.
Bachelor’s Degree with a concentration in Finance, Economics, Accounting or a related field with a superior grade point average.
1 - 3 years working in an investment, operations or accounting role within an asset management firm or top tier public accounting firm.

About GCM Grosvenor · PE Portfolio Mgmt

GCM Grosvenor (Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $97 billion in assets under management across private equity, infrastructure, real estate, credit, and absolute return investment strategies. The firm has specialized in alternatives for more than 54 years and has a diverse, engaged team of approximately 560 professionals serving a global client base.