Analyst - Portfolio Management

Key Responsibilities include but are not limited to :

• Product and Investment Knowledge : Become proficient in Client BREDS Business funds and investments
• Portfolio Insights : Source, summarize, and disseminate real-time information across the global portfolio; work in partnership with other BREDS colleagues and teams (Asset Management, Securities Ops, Revantage, Brio)
• Valuation Reporting : Work on ad hoc requests, strategy support, and quarterly reporting of the operating and valuation data of the assets in the alternative funds portfolio to stakeholders
• Investor Reporting : Populate and update investor and insurance SMA reports on periodic basis and assist stakeholders in producing publishing material and supplementals
• Special Projects : Participation in and execution of global ad hoc projects relating to portfolio information, insurance client governance and strategy / positioning of the BREDS business

Essential Skills & Experience :

Skills Required

Private Equity, Analytical, Portfolio Management, Variance Analysis, Operations