Oliver James is currently partnered with a leading global alternative investment platform on a search for a Vice President, Portfolio Solutions in Chicago.
This is an investment focused role sitting within a Multi Asset Investment Solutions team, focused on building customized portfolios across private markets. The position combines portfolio construction, strategic asset allocation, private market investment analysis and institutional client exposure.
The team works across a broad alternatives platform spanning real estate, infrastructure, renewable power, private equity and private credit, developing tailored investment solutions based on client objectives, risk tolerance, liquidity requirements and portfolio constraints.
Key Responsibilities
- Develop customized investment proposals and multi asset portfolio solutions based on client objectives, risk tolerance, liquidity needs and portfolio constraints.
- Conduct strategic asset allocation and portfolio construction analysis across private market asset classes.
- Evaluate private market investment opportunities, including underlying return drivers, cash flow characteristics, liquidity and diversification benefits.
- Contribute to investment selection and sizing across funds, direct investments and co investments.
- Monitor portfolio allocations, cash flows, performance and market developments.
- Develop portfolio analytics and materials for portfolio management, investment committee and client discussions.
- Participate in institutional client and prospect meetings, communicating investment views, portfolio recommendations and private market strategies.
- Provide clients with insight into asset allocation, portfolio construction, private market portfolio design, liquidity and diversification.
- Develop portfolio and investment updates covering performance, positioning, deployment, cash flows and market developments.
- Partner with investment, client service and marketing teams on portfolio reviews, presentations and investment materials.
- Maintain a strong understanding of macroeconomic, market and private market developments and their implications for portfolios.
Qualifications
- 5+ years of relevant investment experience.
- Private market investment experience is required.
- Experience across portfolio construction, asset allocation, portfolio solutions or a similar investment function.
- Demonstrated experience evaluating private market investments and contributing to investment decisions.
- Strong understanding of portfolio construction tradeoffs across different private market strategies and structures.
- Experience across areas such as private equity, private credit, real estate, infrastructure or other alternative investments.
- Strong Excel, PowerPoint and investment analytics skills; Bloomberg or FactSet experience preferred.
- Excellent written and verbal communication skills with the ability to present investment recommendations clearly and confidently.
- Bachelor’s degree required; CFA, CAIA or graduate degree is a plus.
- Comfortable working across investment and client facing teams in a collaborative, entrepreneurial environment.
- Moderate travel required.
Who This Role Is Best Suited For
This opportunity is particularly relevant for investment professionals with experience in private markets, multi asset investing, asset allocation, portfolio construction or investment solutions who want to combine investment analysis with institutional client exposure.
The role is not a traditional sales or client service position. The core focus is investment analysis, portfolio construction and developing private market solutions, with client interaction as an important component of the role.
