Asset Allocation Specialist – Private Markets
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
This job description represents a sample Asset Allocation Specialist – Private Markets position commonly found through the Career Launch AI Talent Network. It is designed to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in private markets, portfolio construction, and alternative investments.
Actual openings may vary based on employer needs, asset class focus (e.g., private equity, private credit, infrastructure, real assets, venture capital) and investment strategy.
For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/
The Asset Allocation Specialist – Private Markets supports investment teams by analyzing, monitoring, and recommending allocations across private market strategies. The role blends quantitative analysis, portfolio optimization, and investment research to help guide allocation decisions across private equity, private credit, real assets, and other alternative investments.
This position involves close collaboration with portfolio managers, investment committees, and risk teams to ensure well-structured and diversified private market portfolios.
Analyze private market strategies and assess portfolio allocations across private equity, private credit, real assets, infrastructure, and venture capital
Support investment committees by providing data-driven insights and recommendations on private markets allocations
Build and maintain models, dashboards, and tools for portfolio construction, performance tracking, and scenario analysis
Conduct due diligence on fund managers, co-investments, and direct private market opportunities
Monitor portfolio performance, NAVs, cash flows, and risk exposures across private market investments
Research market, sector, and macroeconomic trends to inform allocation decisions and optimize portfolio diversification
Prepare regular reporting and presentations for senior management and stakeholders
Identify opportunities to improve portfolio efficiency, risk-adjusted returns, and allocation strategies
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field
Strong understanding of private markets, alternative investments, and portfolio construction
Experience or coursework in asset allocation, private equity, private credit, or real assets (preferred but not required)
Advanced analytical and quantitative skills with high attention to detail
Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus
Ability to work effectively in fast-paced, investment-focused environments
Clear written and verbal communication skills
Strong interest in private markets, portfolio strategy, and alternative investment analysis
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching
Resume and profile optimization
Guidance on outreach to investment teams and hiring managers
Interview preparation for private markets, portfolio construction, and quantitative assessments
To learn more or express interest in private markets and asset allocation roles, visit:
https://www.careerlaunch.ai/