Assets Senior Associate Position

Position: Real Assets Senior Associate Position
Support strategy and performance analytics as a Senior Associate in Real Assets. Collaborate with diverse stakeholders in finance and enhance data accuracy across portfolio management to drive effective decision-making.

As a Senior Associate, you will join the Private Assets Oversight sub-team, connecting with Finance, Legal, and Tax stakeholders.

Your role involves managing data for reporting, liaising with investment partners, and overseeing cash-flow processes. You’ll drive initiatives for continuous improvement while ensuring compliance and governance across transactions and operations.

Key Responsibilities:

• Support strategy, performance, and financial analysis for Real Assets

• Build and manage third-party provider relationships

• Oversee cash-flow processes for transactions

• Review annual audited accounts for Controlled Investments

• Prepare internal reporting documents for Finance and Portfolio Management

Requirements:

• Bachelor’s degree in Finance or related field

• Minimum 6+ years in real-asset finance

• Strong analytical and problem-solving abilities

• Proficient in Excel and data visualization

• Professional designation preferred (CPA, CFA, CAIA)

Leverage your finance expertise and analytical skills to support strategic initiatives in Real Assets and Portfolio Management.
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