Illiquid Portfolio Associate

Joining as an Associate within the illiquid investments team, you will play a key role in facilitating InEvo’s deployment into private assets.

You will review early-stage pipeline transactions and recommend which opportunities to progress; interact with investment teams and provide guidance on InEvo’s investment requirements to support origination; and screen new investment opportunities from our investment teams and third-party managers to assess portfolio fit, risk/return, guidelines compliance, ALM characteristics and liquidity impact.

You will manage the investment process from end-to-end, liaising with internal and external stakeholders (such as Legal, Tax, Investment Operations, etc.) from screening through to investment approval, execution and settlement, and will prepare papers for OCIO transaction approval.

Lastly, you will record closed deals in portfolio systems, including key metrics, ratings and final documentation, and share required information with InEvo’s investment team and the relevant cedants; maintain pipeline management information, including tracking each opportunity by stage and supporting deployment forecasts for fee projections and budgeting; and develop and maintain screening tools, templates and benchmarks, using AI and other automation where possible to reduce manual effort.