Investment Strategist (Associate / Senior Associate / VP)
Client of PER
Employer Active
Posted 6 hrs ago
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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Support the development and execution of portfolio-level strategy across multiple investment strategies
Conduct market research and competitive analysis on new strategies, products, and industry trends
Assist with organisational planning, including team structures, incentive schemes, and operational models
Work on strategic initiatives such as new product launches, platform expansion, and business scaling plans
Prepare high-quality presentations and analysis for senior leadership and investment committees
Manage and coordinate internal strategic projects across different teams
Support portfolio reviews, vintage analysis, and strategic allocation decisions
Desired Candidate Profile
Experience in management consulting, investment banking, private equity, or a similar strategic role involving private markets investing
Strong understanding of investment firms and private markets environments
Excellent analytical and problem-solving skills
Advanced proficiency in PowerPoint and Excel
Experience conducting market research, strategic analysis, or internal consulting projects
Excellent project management capabilities and ability to work across multiple initiatives
Strong work ethic, intellectual curiosity, and ability to operate in a fast-paced environment
Motivated, adaptable, and comfortable working in a lean, high-performance team
Company Industry
Department / Functional Area
Keywords
- Investment Strategist (Associate / Senior Associate / VP)
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Client of PER
Our client is a rapidly growing global investment firm with ambitions to significantly scale its assets and platform over the coming years. The business has a strong track record, with senior leadership having completed dozens of investments across multiple strategies. As the firm continues to expand, it is placing greater emphasis on portfolio-level thinking, strategic planning, and organisational design. To support this, the firm has recently established a dedicated portfolio and strategy function to drive initiatives across the platform.br> br>This function is responsible for overseeing portfolio strategy, evaluating new investment strategies, assessing organisational structures, and supporting the firm s long-term growth plans. The team operates in a high-performance, entrepreneurial environment with significant exposure to senior leadership and investment decision-making. The firm is now looking to hire a Strategy Associate to join this newly formed function and help shape the future direction of the platform. This is a high-impact role, ideal for someone with a strong strategic mindset, excellent analytical skills, and a solid understanding of investment businesses.
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