Associate, Portfolio Management and Manager Due Diligence

Position Summary

The Associate, Portfolio Management and Manager Due Diligence supports the investment strategy, manager due diligence, and portfolio oversight functions of Elevation Point Wealth Partners and Princeton Fund Advisors. Working closely with the Director and the broader Investments team, this role provides hands-on research, analysis, and execution across three areas: manager due diligence, portfolio monitoring and analysis for the OCIO, Managed Volatility Portfolios (MVP), and Princeton Everest Fund (PEF) programs, and firmwide tool and program support. The Associate plays a key role in the day-to-day operations of the firm's model portfolio programs and contributes directly to the management of the Princeton Everest Fund.

This is an execution-focused role suited to someone with solid investment analysis experience who is ready to take on greater ownership of due diligence workstreams, portfolio monitoring, and advisor support, with a path toward increasing strategic responsibility.

Key Focus Areas

• Manager Due Diligence Support

• Portfolio Monitoring & Analysis (OCIO, MVP & PEF)

• Firmwide Tool & Program Support

Key Responsibilities

Manager Due Diligence

• Administer due diligence policies and procedures for investment managers.

• Assist in maintaining and updating the Dasseti Due Diligence Portal.

• Conduct research and evaluations on new managers under consideration.

• Monitor ongoing performance of existing managers and flag issues for review.

Portfolio Management Support

OCIO Portfolio Management

• Support portfolio construction analysis and maintenance for OCIO clients.

• Assist in preparing custom investment solutions for client review.

• Collect third party investment manager information and materials.

Managed Volatility Portfolios (MVP)

• Support the lead portfolio manager on the MVP model suite, including performance monitoring and data analysis.

• Perform analysis on market expectations and economic conditions.

• Help track model performance and prepare recommendations for allocation shifts.

Princeton Everest Fund (PEF)

• Support fund performance monitoring and reporting.

• Ongoing manager evaluations and recommendations.

• Assist in analysis related to fund flows, pipeline, and commitments.

Additional Support Responsibilities

• Support review of risk proxies used in the Client Portfolio Compliance Monitoring Process.

• Help maintain the OCIO Investment Proposal Tool.

Qualifications

• 3–5 years of experience in portfolio management, investment analysis, or manager due diligence.

• Solid understanding of OCIO structures, model portfolios, and alternative investment strategies.

• Strong analytical and research skills, with attention to detail.

• Excellent communication skills, with the ability to collaborate across internal teams and interact professionally with advisor teams and external partners.

• Highly organized, with the ability to manage multiple workstreams simultaneously.

• Bachelor's degree in Finance, Economics, or related field required; progress toward CFA designation preferred.

Salary: $85,000-$95,000