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This is a senior role, reporting to VP – Private Alternative Investments and working closely with Senior PM - External Investment Management, direct real estate investment team, the Chief Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with a primary focus on real assets investments with our external investment management partners. This role will work closely with other Public and Private Markets sector PMs and/or PM’s, the Asset Allocation, Strategy group, and Investment Operations. This key role will also collaborate in helping manage broad and/or specific aspects of portfolio construction related to the external mandates in real assets, including infrastructure and real estate. Responsibilities will also include relevant collaboration on risk and performance analytics across private markets. The incumbent will also be supporting periodic investments, economic and financial markets-related projects and initiatives related to asset allocation activities, and also necessitate collaboration with internally managed portfolio management leadership as well.
Job Responsibility:
Externally managed private real assets portfolio construction
Work with portfolio management leadership and CIO to build and develop strategy
Work with Asset Allocation to define focus areas for strategy selection, manager diligence
Monitor current portfolio and strategies to determine if they are designed optimally
External Manager, General Partner (GP) diligence, selection and underwriting and monitoring
Build and maintain relationships with existing and new investment management partners
Have periodical portfolio review meetings, calls to stay updated on performance and it’s drivers, risk, views and positioning
Explain drivers of performance to investment leadership
Recommend portfolio actions
Special strategic investments, co-investments and portfolio companies related investments
Collaborate with performance analytics for better return and attribution reporting
Collaborate on portfolio construction, investments monitoring, and risk management across asset classes within the overall total portfolio construction framework
Share insights from external real assets markets managers relevant to the total portfolio
Work closely with other senior investments leads on periodic, ad-hoc, and special research projects
Requirements:
BA or BS required
MBA, CFA, CAIA or other advanced degree related to investments, economics, finance, or quantitative analysis preferred
8+ years of relevant experience in investments, financial markets and/or financial risk management
8+ years of global financial market experience across asset classes
Global financial markets, investments, risk management and economics related experience across asset classes, and risk and quantitative analysis
Broad knowledge in the financial markets and investments across asset classes
Strong inter-personal, communication, presentation, analytical and collaboration skills
Experience collaborating with other internal stakeholders and partners – investment accounting, legal, tax and other departments
Ability to operate as an effective tactical as well as strategic thinker with flexibility to adapt to and positively influence new processes/infrastructure
Strong mentoring and coaching experience with excellent judgement and creative problem-solving skills including negotiation and conflict resolution skills
Fast learner with a strong teamwork-based mindset, and passion for financial markets, corporate finance and investment risk management
Collaborative mindset, people management skills and leadership experience required
Expert knowledge in using Bloomberg, and FactSet, similar investments systems, as well as experience to be able to apply expertise to any new investment risk management and accounting related, and order entry systems