Portfolio and risk management- Secondaries Interview

I have an interview for this position. On the technical side, what types of questions should I expect?

Responsibilities

  • Monitor risk factors across main funds and related entities within the Private Equity Secondaries Group
  • Develop and maintain financial risk models used to analyze potential transactions and their impact on portfolio performance and risk
  • Work with senior leadership at Landmark to analyze and implement portfolio construction, active management, and performance optimization strategies
  • Work with investment teams and Capital Solutions to quantify foreign currency risk, its potential impact on performance, and suitable hedging strategies
  • Analyze absolute and relative performance to identify lessons learned and strategy improvements
  • Prepare risk and performance presentations for distribution and discussion with senior management, and for use in external marketing/fundraising activities
     

Requirements

  • Strong written, interpersonal, communication, and presentation skills
  • Exceptional finance, accounting, and modeling skills
  • Superior analytical and quantitative skills
  • Advanced knowledge of Microsoft Excel and PowerPoint required
  • Python or similar coding skills is a plus
  • Ability to multi-task, prioritize and work both independently and as a productive member of a team
  • Attention to detail with excellent editorial and review skills
  • Relevant experience in investment banking, private equity or consulting preferred

Education

Bachelor’s degree in a related field such as finance, economics, math, or data analysis preferred
CFA or CPA preferred but not a requisite
 

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