Portfolio Associate Analyst

The Company
Albourne is an industry leading investment consultant with offices around the globe. Our firm of 600+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $550 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Real Assets, Real Estate and Dynamic Beta.
Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence.
Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry - best practices have always been a defining part of who we are.
Please click here to view Albourne America's privacy policy.
The Role
We are seeking a Portfolio Associate Analyst to join our San Francisco, CA office. The Portfolio Associate Analyst will provide support to Partner level Portfolio Analysts and the Head of the Portfolio Group on the implementation of investment advice to Albourne clients.
Responsibilities

• Assist in the delivery of Albourne's advisory service.
• Under the oversight of Portfolio Analysts, actively monitor client portfolios with reference to performance, risk, exposures, ratings and sub-ratings, understanding the portfolio's objectives.
• Keep up-to-date with alternative assets market performance, trends and notable events across Hedge Funds, Private Markets and Dynamic Beta through active engagement with Investment Due Diligence and Operational Due Diligence analysts as well as with alternative funds, media and specialist publications.
• Utilize the full range of Albourne resources, including strategy and fund research and analytical tools across clients as appropriate.
• Thoroughly review Albourne published research on alternative assets on a timely basis. Be prepared and able to comment on any component of Albourne's services and advice.
• From time to time interact with clients and/or Albourne analysts. Produce documents for monthly internal strategy calls.
• Assist in the preparation of Albourne strategy research reports (Quarterly Strategy Forecasts, 5 Year Forecasts).
• Undertake bespoke fund, strategy and portfolio level research where appropriate to satisfy client requests. Prepare portfolio, strategy and fund level presentations for clients - ensuring data accuracy and complete coverage. Review and publish Albourne research as directed.
• Where required have a good relationship with clients and an understanding of assigned clients' objectives and goals related to their investments in alternative assets.
• Prepare, run and review client portfolio risk models - ensuring data accuracy and complete coverage. Assist in the preparation of Albourne portfolio construction reports (Model Portfolios, Rational Portfolios, and optimization analysis).
• Assist with overseeing client portfolios performance, risk/return profiles. Provide ongoing assistance (quantitative and qualitative modelling) and analyze and explain movements in client portfolios.
• Assist in the preparation of reports to clients, in line with client and management deadlines.
• Follow company's "best practices" in respect of portfolio construction.
• Ensure client deliverables are prepared, reviewed and sent to clients on a timely and accurate basis.
• Work closely with other analysts and client account managers to facilitate knowledge transfer in the company.
• Maintain our database with accurate and timely information, including meeting notes, recommendations, presentations, and other board material. Ensure that client material is stored in commonly accessible areas as directed.
• Where required, provide assistance in business development activities.
• Other ad hoc activities, as directed by Head of Portfolio Group and other Partner Portfolio Analysts.

What We're Looking For

• University graduate or equivalent
• Relevant prior work experience, with knowledge or experience of alternatives industry
• Strong written communication skills
• Possession of or advanced progression towards relevant professional qualifications (CFA, CAIA)
• Abide by the Portfolio Group policies and procedures as well as the Albourne Group's policies and procedures including but not limited to compliance reporting, HFDB filing, Information, Communications & Cyber Security Policy, Expense & Travel Policy, etc.
• Proactive self-starter, proficient time management and multi-tasking
• Professional demeanor and strong interpersonal skills.
• Systems literacy (excel, ppt, word, Outlook)
• Travel (as requested)
• Comply with terms of Albourne Compliance Manuals
• Attend company events upon request
• Regulatory registration (dependent on regional requirements

Benefits & Perks:

• Comprehensive Compensation and Benefits Package
• Fully paid Medical and Dental PPO
• Fully paid Basic Life and AD&D
• 401k & FSA
• Everyday Wellness, onsite weekly yoga/stretch sessions
• 30 days paid time off each year including Vacation and Holidays

Job Type: Full-time
Pay Transparency: $75,000 - $90,000 a year
Location: San Francisco, CA (Hybrid)
Work authorization: Must be eligible to work in the United States
Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws.