Portfolio Management Analyst

About Schroders Group

Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that Schroders offers. This breadth of services across public and private markets allows for distinctive solutions for the diverse needs of clients, who look to Schroders to provide superior long-term investment outcomes.

Schroders Capital

Schroders Capital is the private markets business of Schroders with $111bn of AUM. We work as a global network of specialised, entrepreneurial teams. We combine a global perspective with local market expertise to serve institutional and private wealth clients. Our offering spans the private markets universe and provides access to unique capabilities across private debt and credit alternatives, real estate equity, private equity, and infrastructure equity.

The firm has deep expertise in creating bespoke solutions for institutional clients and is committed to providing scalable capabilities across the spectrum of risk, return and sustainability and impact objectives.

Supported by the resources, experience, and institutional framework of one of the world's leading asset managers, Schroders Capital is dedicated to helping investors achieve their goals and is at the forefront of product innovation to meet the evolving needs of investors.

We see our role as being a driver of positive change drawing on deep skills to select, acquire, and improve the assets we own.

Who we're looking for

We are seeking an Analyst to join our Portfolio Management team in Zurich. As part of Schroders Capital, you will support the team in the ongoing management and analysis of our investment portfolios, as well as contribute to various reporting and strategic initiatives.

The team

Since forming in 1997, Schroders Capital's private equity business has successfully expanded into all areas of private equity – global Venture Capital, European and US buyouts, Asia Growth, with investment teams on the ground in Zurich, London, New York, Singapore, Shanghai, Beijing and Seoul. The team comprises 70+ investment and risk management professionals and currently has AuM of USD 26bn. The role will be within the Global Portfolio Management team within Investment Management.

What you'll do

Portfolio Management Global Portfolios

• Support portfolio management of the majority of Schroders Capital global private equity pools
• Support planning and setting up commitment plans, cash flow planning and net asset value analyses
• Development of a portfolio construction concept
• Discuss and coordinate allocations and pipeline with all program teams
• Support monitoring of the planned portfolio

Portfolio Management of Schroders Capital Semi-liquid Global Private Equity Fund (evergreen flagship fund)

• Discuss and collect investment ideas with all teams globally
• Support cash planning and overall coordination between all relevant stakeholders (sales, investment management, finance and product management)
• Support monitoring of the planned portfolio

External representation

• Support preparation for external events like conferences

Fundraising goals

• Support preparation of client pitches and requests, and development of new marketing material

Platform/scalability

• Drive development of internal tools and processes supporting scalability, growth and development of the firm

The knowledge, experience and qualifications you need

• A top degree in Finance, Economics, Natural Sciences or Business Administration
• At least 1 year of work experience in Private Equity investing, corporate finance or banking
• Strong quantitative and qualitative analytical skills, good financial modelling skills
• Fluent in English plus a local language for target region

What you'll be like

• Team player – willingness to learn and to evolve in a team with a flat hierarchical structure
• Great attention to details, highly organized with a structured approach to deliverables
• Curious with a "can do" attitude

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.