ACG Resources – Adams Consulting Group · 2 days ago
15123FD Real Asset Investment Associate (Hybrid)
New York, NY, US
Full-time
Hybrid
Entry, Mid Level
$110K/yr - $125K/yr
2+ years expACG Resources – Adams Consulting Group is seeking a Real Asset Investment Associate to join their team. The role involves managing and producing reports on investment portfolios, preparing research, and assisting in the diligence of investments in real asset focused funds.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Manage and produce reporting on a monthly and quarterly basis for existing portfolio of investments to monitor portfolio performance
Prepare real assets and macroeconomic research to present to senior management
Assist in the diligence of investments in real asset focused commingled funds alongside other team members, as needed
Participate in meetings and/or site visits to meet with team members across each manager’s platform and tour representative assets for the proposed strategy, as needed
Facilitate operations team in managing investment related activities
Engage in implementation of ESG initiatives and measurement across portfolio
Maintain frequent contact with offices in London and Tokyo
Qualification
Required
Strong academic background, including Bachelor's degree, preferably in finance, real estate, or other related field
2-3 years of relevant experience in real assets at an institutional investor (including insurance company, pension fund, endowment, foundation, SWF or family office), investment consultant or investment manager
Understanding of financial metrics and concepts
Experience and professional manner in interacting directly in-person with senior members of the investment community
Strong command of MS Office software, advanced Excel, and financial modeling applications; proficiency with related automated research tools required
Excellent organizational, business writing and verbal communication skills
Detail oriented, proactive and able to excel in a highly collaborative global team
Preferred
Experience writing Excel Macros to automate and enhance reporting processes would be helpful
Working experience with Power BI, including developing and customizing reports using DAX formulas and Power Query for data transformation and visualization preferrable
Company
ACG Resources – Adams Consulting Group
ACG Resources (Adams Consulting Group) is a specialized recruiting firm with dedicated practice areas.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Len Adams
Founder/CEO
Company data provided by crunchbase