The Performance Analyst role is an entry-level role, with about 0-2 years of previous experience post-bachelor’s degree. They collect and synthesize data to calculate client investment performance, risk statistics, and portfolios exposure over time. The PA plays a supporting role to Consultants and Investment Analysts in servicing the firm’s institutional clients (e.g., pension funds and endowments.) Over the course of their work, PAs learn a great deal about the investment consulting process, from portfolio asset allocation to investment manager selection …
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The Performance Analyst role is an entry-level role, with about 0-2 years of previous experience post-bachelor’s degree. They collect and synthesize data to calculate client investment performance, risk statistics, and portfolios exposure over time. The PA plays a supporting role to Consultants and Investment Analysts in servicing the firm’s institutional clients (e.g., pension funds and endowments.) Over the course of their work, PAs learn a great deal about the investment consulting process, from portfolio asset allocation to investment manager selection …
The Private Markets Investment Associate’s primary responsibility is to support the private markets research efforts and reporting process for assigned clients. The individual works directly with consultants and other private markets investment professionals to provide investment consulting and investment management services. The Private Markets Investment Associate will participate in a range of investment activities, including: assisting with creating presentations of our research and recommendations to private market and general consulting clients, supporting the firm’s marketing efforts, and assisting with private …