Portfolio Management, Analyst/Associate

About the role

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 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. The team also collaborates with our Business Development group to create customized portfolio proposals in pursuit of new business.

As an onsite/hybrid employee, you are expected to be in the office on Tuesdays, Wednesdays, and Thursdays.

Responsibilities

• 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 the portfolio is being properly constructed in accordance with applicable objectives and constraints.
• Maintain a 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 the 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.

Requirements

• 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.
• Overall familiarity with the alternative investments industry and a working knowledge of a broad range of private equity strategies.
• Broad-based investment and capital markets knowledge; specific knowledge of the private equity industry is a significant enhancement.

Skills

• Superior written and verbal communication skills, with the ability to articulate thoughts clearly and concisely to both clients and staff through written correspondence, presentations, and in meetings.
• Highly proficient with Excel, Word, and PowerPoint; experience working with Power BI.
• Exposure to AI and enthusiasm for leveraging AI-enabled tools like Claude and ChatGPT to improve productivity, workflows, and business intelligence.
• Ability to work in a fast-paced, changing environment.
• Excellent work ethic, high degree of professionalism and integrity, and commitment to team in a goal-oriented environment.
• Superior organization, decision-making, and problem-solving skills with demonstrated initiative and ability to manage tasks and projects independently from start to finish.
• Flexibility and adaptability to handle changing priorities pertaining to workflow.
• Strong attention to detail and concern for quality and accuracy of final product (and ability to balance that concern with deadlines).
• Ability to manage multiple tasks simultaneously in a cross-functional team environment.
• Team player, self-starter, and independent thinker.
• Ability to recognize the requirements of confidentiality.
• Proven ability to work both independently and within a team.

In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart, fast-paced, and successful colleagues. The successful candidate will enjoy being part of an organization focused on excellence, will be a naturally collaborative individual who enjoys interacting with individuals at all levels, and will be a strong team player with a proactive approach and the ability to take initiative with discretion and judgment.

Pay

New York annual pay range: $100,000–$130,000 USD. Actual base salary may vary based on factors such as individual's experience, skills, and qualifications for the role. Employees may be eligible for a discretionary bonus based on factors such as individual, team, and company performance.

Benefits

• Comprehensive healthcare coverage (including medical, dental, vision, and life insurance).
• Flexible spending accounts.
• Employer-sponsored retirement plan.
• Paid time off.
• Parental leave.
• Short-term and long-term disability.
• Other care/wellness programs.

About the Firm

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. The firm is headquartered in Chicago, with offices in New York, Toronto, London, Frankfurt, Tokyo, Hong Kong, Seoul, and Sydney.