SUMMARY
The Portfolio Management department's primary focus is to construct and monitor the customized and commingled portfolios the firm manages in our Absolute Return Strategies group. The department constructs forward-looking allocation plans that align with GCM Grosvenor's current investment views while ensuring compliance with each portfolio's stated objectives and constraints. The Portfolio Management team works closely with other departments including our Research, Risk Management and Operations teams on investments-related work. In addition, Portfolio Management works closely with our Business Development, Marketing and Legal groups to create portfolio proposals in pursuit of new business, and to further develop existing business relationships. The role of a Portfolio Management Analyst focuses in the areas of investments, client servicing and operations.
The Analyst Program is a roughly three-year program designed to give college graduates relevant experience within the alternatives industry. Upon completion of the program, Analysts are typically promoted to Associate, attend graduate school or pursue alternate career opportunities.
As an onsite/hybrid employee, you are expected to be in the office on Tuesdays and Wednesdays as well as a third day in coordination with your manager.
RESPONSIBILITIES
Construct forward-looking portfolio plans that allocate client capital to various hedge funds.
Use the Firm's internal risk analytics to analyze portfolios of hedge funds and inform allocation decision making.
Draft portfolio-related correspondence to clients and create customized solutions for client requests as they arise.
Maintain a deep knowledge base of underlying hedge funds and current investment themes.
Work closely with Business Development, Marketing, and Legal to create proposed portfolio presentations for potential new business.
Complete research projects that strive to improve the Firm's portfolio management function.
Test portfolio allocation plans to their respective objectives and constraints for compliance.
Participate in weekly department meetings.
Work on special projects as needed, such as broad investment process or strategic development projects.
Train/mentor investment analysts who subsequently join the team.
EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS
Bachelor's Degree with a concentration in Finance, Economics, Accounting, or a related field with a superior grade point average.
Strong interest in and knowledge of the investment industry, particularly the alternative investment industry. Applicable coursework or previous internship in the field of investments or financial markets beneficial.
Superior written and verbal communication skills. The ability to articulate thoughts in a clear and concise manner to both clients and staff through written correspondence, presentations and in meetings.
Must be flexible and adaptable with the ability to work in a fast paced, changing environment with shifts in workflow priorities under tight time constraints.
Excellent work ethic ,
high degree of professionalism and integrity, and commitment to team in a goal-oriented environment.
Superior organization, critical decision making and problem-solving skills with the demonstrated initiative and ability to manage tasks and projects independently from start to finish in a cross functional team environment.
Strong attention to detail and concern for quality and accuracy of final product, and ability to balance that concern with deadlines.
Team player, self-starter, independent and critical thinker.
Flexible schedule which allows for certain late nights and weekends and weekends depending upon the workload.
The ability to recognize the requirements of confidentiality.
Highly proficient with Excel, Word, and Outlook.
In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart and successful colleagues. He or she will enjoy being part of an organization focused on excellence and will be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, he or she will be a strong team player with a proactive approach and the ability to exercise discretion and judgment.
CULTURE
We are not afraid to think differently. Embrace new ideas. Dream big. Welcome change. We are a culture of empowerment, accountability, high performance, and trust. Successful team members are self-motivated and energized by working alongside thoughtful and smart colleagues in a fast-paced environment. Individuals who thrive on this team enjoy being a part of an organization focused on excellence. We look for naturally collaborative individuals who enjoy interacting at all levels of the organization.
DIVERSITY, EQUITY & INCLUSION
A diverse, engaged team is critical to our ability to successfully create and deliver value to our clients. We are committed to creating an inclusive environment where diverse professionals can thrive professionally, and we are dedicated to training, retaining, and promoting minorities, women, LGBTQ employees, veterans and individuals with disabilities. Over 55% of GCM Grosvenor employees and 43% of executive management are women and/or ethnically diverse individuals. In addition, we seek to drive a more diverse, inclusive industry through our partnership with diverse professionals organizations and by consciously working with subcontractors and vendors that are certified as minority-, women-, or persons with disabilities-owned businesses.
ABOUT THE FIRM
GCM Grosvenor (Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $79 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 52 years and has a diverse, engaged team of approximately 530 professionals serving a global client base. We are proud to offer our employees a comprehensive benefits package focused on health and wellness, retirement planning, and diversity and inclusion. The firm is headquartered in Chicago, with offices in New York, Toronto, London, Frankfurt, Tokyo, Hong Kong, Seoul, and Sydney. For more information, visit:
gcmgrosvenor.com.
EQUAL OPPORTUNITY EMPLOYER M/F/D/V
