Pleasanton, CA16 days ago
Supports the development of an investment team by mentoring junior analysts to support professional development; providing guidance on projects and analyses; collaborating with more senior team members to refine investment strategies; engaging in manager meetings and presentations, cross-asset class meetings, and Investment Committee meetings as needed; representing the organization at industry conferences and networking events; forming and maintaining relationships with peer institutions, investment managers, and industry contacts to enhance KPs ability to source and oversee investment opportunities; and supporting process improvements and best practices implementation. This role contributes to asset allocation discussions and portfolio construction, engages in special research projects, stays current on new investment products, strategies, managers, and opportunities, engages in manager meetings and presentations, cross-asset class meetings, and Investment Committee meetings as needed, represents the organization at industry conferences and networking events, and forms and maintains relationships with peer institutions, investment managers, and industry contacts to enhance KPs ability to source and oversee investment opportunities.