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Investment Research: Source, evaluate, and lead execution on opportunities across asset classes, strategies, sectors, and geographies. Due Diligence: Conduct qualitative and quantitative diligence on managers, co-investments and thematic opportunities. Ideally, more investing in funds and less direct investing. Analytics & Modeling: Build financial models, performance analyses and investment framework. Board & Management Reporting: prepare investment memoranda for the board, CIO, and senior stakeholders.
Qualifications: 6-10 years investment experience at family offices, endowments, foundations, or asset managers. Strong quantitative and qualitative analysis. MBA, CFA, highly preferred

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Level

Lead L6

Location

White Plains, NY

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

22 days ago

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