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Allstate · 2 weeks ago

Portfolio Management & Analytics Senior Associate

Chicago, IL

Full-time

Hybrid

Senior Level

$142K/yr - $181K/yr

5+ years exp

Allstate is a company committed to protecting families and their belongings through innovative solutions. They are seeking a Portfolio Management & Analytics Senior Associate to support investment and portfolio management decisions by utilizing data and analytics, focusing primarily on private equity and infrastructure teams.

BankingFinanceFinancial ServicesInsuranceInsurTechVenture Capital

No H1B

Responsibilities

Work closely with the Portfolio Management & Analytics, Middle Office, Risk, and Quant teams to lead complex analytical projects, workflow optimization, dashboard creation, factor analysis, and performance attribution

Contribute to efforts to create comprehensive quantamental models to identify opportunities to generate alpha within the PAIG group

Generate and present materials to senior Allstate Investments leadership based on the above

Assist with establishment and continuous improvement of portfolio monitoring and portfolio management processes

Conduct various analyses to support portfolio management hypotheses and potential improvements

Assist with creation of quarterly and annual presentation materials, performance tracking, and other ad-hoc projects

Utilize third-party sources to develop insights into the broader alternatives / private equity markets

Leverage best-in-class AI tools to generate insights from unstructured and structured data sources

The candidate will have the opportunity to work closely with the Private Equity group head and the head of Private Assets

The candidate will also have the opportunity to participate in Investment Committee and Deal Committee meetings, and over time will be expected to meaningfully contribute to the conversations for underwriting and portfolio management discussions

Qualification

Quantitative AnalysisPortfolio ManagementPythonAI Prompt EngineeringPowerBIExcelCFACAIAFinanceInvestmentsPrivate Equity

Required

Bachelor's degree in Finance, Accounting, Economics, Mathematics, Data Analysis, Business Analytics or a related field with strong academic performance

5-7 years of professional experience across a combination of potential industries, including private equity, private investments, portfolio management, and fund of funds, with a focus on deal-level and portfolio-level quantitative and qualitative analysis

Can lead complex projects involving data and analytics, while demonstrating strong decision-making skills, attention to detail, ability to communicate effectively, ask questions, and provide creative solutions

Ability to derive conclusions and stories from data and analyses, even when such data is incomplete, complex, and requires assumptions

Strong interpersonal skills and willingness to be a reliable team player; ability to build trust and confidence through collaborations with a wide range of internal and external colleagues

Ability to manage workflows, set appropriate goals and milestones, and oversee work from other team members

Strong written and verbal communication skills, including the ability to effectively communicate bi-directionally to both senior leadership and technical leads

Proficient in the following technical areas: Excel – Advanced, Python – Advanced, PowerBI – Intermediate, AI Prompt Engineering – Intermediate, Statistical Analysis – Intermediate