Senior Portfolio Advisor
Senior Portfolio Advisor
Leadenhall Search & Selection
New York, United States
See who Leadenhall Search & Selection has hired for this role
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.
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Seniority level
Director -
Employment type
Full-time -
Job function
Management -
Industries
Investment Banking and Investment Management
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