Senior Portfolio Advisor
: Job Details :


Senior Portfolio Advisor

Leadenhall Search & Selection

Location: all cities,NY, USA

Date: 2024-06-18T02:24:37Z

Job Description:

Leadenhall Search is partnering with a global alternative investment advisory firm that is seeking an experienced professional for their Portfolio Advisory team, focusing on Real Assets. The candidate should have significant experience managing a large portfolio of primary, secondary, and direct investments in infrastructure, real estate, and natural resources. Key responsibilities include:

  • Developing and growing the firms Real Assets business.
  • Collaborating with clients on portfolio development, including design, planning, and investment selection.
  • Providing flexible solutions tailored to client challenges and implementing them within complex constraints and governance structures.
  • The position is flexible in location and reports to the Co-Heads of Advisory Americas.

    Responsibilities

    • Leading and managing client relationships to create successful investment portfolios in Real Assets.
    • Building and maintaining strong relationships with institutional investor prospects and existing clients.
    • Sharing expertise in real assets and mentoring team members.
    • Speaking at various events, including conferences, client board meetings, and prospect pitches.
    • Leveraging firm-wide resources to meet clients' needs.
    • Contributing to sector-level research in collaboration with research team heads and other decision-makers.

    Qualifications

    • Over 15 years of experience managing real asset portfolios or assisting institutional investors in this area.
    • Strong knowledge of alternative strategies like private equity, private credit, and hedge funds.
    • Established relationships with institutional investors.
    • High motivation, organizational skills, effective communication and writing abilities.
    • Positive attitude, teamwork, and a strong work ethic.

    Apply Now!

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