Asset & Wealth Management, External Investing Group, Private Markets, Platform Management, Analyst - Salt Lake City
$80,000–$120,000 year
On-site · Salt Lake City, Utah, United States
Job Summary
The role requires partnering with senior portfolio managers to develop funding allocation strategies and liquidity plans within private markets portfolios. Key responsibilities include performing daily liquidity management, implementing liquidity models, and monitoring investment capital analysis. The ideal candidate should possess advanced Excel skills for financial modeling, project management expertise, and financial acumen. Knowledge of risk management frameworks and data management practices is essential, along with strong communication skills for engaging with senior colleagues and investment teams.
Required Qualifications
- Experience in portfolio implementation and liquidity risk management
- Ability to create and implement liquidity models
- Experience in conducting allocation analysis
- Familiarity with investment performance tracking and reporting
- Understanding of market risks and valuation modeling
Desired Qualifications
- Advanced Excel skills for data management and financial modeling
- Integration of AI into workflow processes
- Project management skills for cross-functional delivery
- Financial acumen for cash flow and performance metric preparation
- Knowledge of risk management frameworks and controls
- Data management and visualization skills
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