Due Diligence & Execution: Conduct deep-dive diligence on underlying portfolio companies, examine LP Agreements (LPA) and side letters, evaluate GP track records, and assist in closing processes.
Construct portfolios with explicit risk budgeting across asset-class weights, factor exposures, country and currency concentrations, and active-risk allocation; integrate macro views of various markets and asset classes into a single whole-portfolio view.
Monitor the performance of existing investments, including analysis of quarterly financial statements, and ongoing communication with private fund managers.
Conduct portfolio analysis, including asset allocation reviews, risk and exposure monitoring, liquidity analysis, stress testing, and scenario analysis, to support portfolio construction, risk management, and investment decision-making.