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Associate Portfolio Management #2435
Cincinnati, Ohio · SalesAssociate, Portfolio Management
Location: Cincinnati, Ohio (Hybrid)
We are seeking a dynamic, data-driven Associate, Portfolio Management to join a growing team and support our client’s Private Equity partners. This fast-paced role combines data analysis, project management, and client interaction, offering variety each day. You will help improve portfolio performance through reporting, risk assessment, and cost analysis while building relationships with C-suite executives and collaborating with senior team members.
Qualifications:
Key Responsibilities:
Key Competencies:
Why Join This Firm?
This is an exciting opportunity to develop expertise in portfolio solutions, working directly with private equity clients and C-suite executives. With a focus on data analysis, risk management, and client success, you'll have the chance to make a significant impact while growing your career in a collaborative, dynamic environment.
Genius Road, LLC is proud to be a Certified Women’s Business Enterprise, an Equal Opportunity Employer and values diversity. All employment is decided on the basis of qualifications, merit and business need.
Location: Cincinnati, Ohio (Hybrid)
We are seeking a dynamic, data-driven Associate, Portfolio Management to join a growing team and support our client’s Private Equity partners. This fast-paced role combines data analysis, project management, and client interaction, offering variety each day. You will help improve portfolio performance through reporting, risk assessment, and cost analysis while building relationships with C-suite executives and collaborating with senior team members.
Qualifications:
- Bachelor’s degree in Business, Finance, Data Science, or related field
- 3+ years of experience in data analysis, project management, insurance, or risk management
- Familiarity with insurance brokers or portfolio companies is a plus
- Proficiency in Microsoft Office 365 and data analysis tools (Excel, Power BI)
- Strong written and verbal communication skills; comfortable engaging with C-suite executives
- Solid financial acumen and analytical thinking
- Willingness to travel domestically
- Insurance licensure is not required but can be supported if desired
Key Responsibilities:
- Analyze portfolio performance data to provide actionable insights and recommendations
- Assess risk, including monitoring claims trends and employee benefit costs, to mitigate issues
- Build and maintain relationships with private equity executives, delivering insights and solutions
- Oversee multiple projects, ensuring timely delivery of portfolio solutions (insurance, benefits, retirement)
- Prepare performance reports for private equity firms on insurance programs, benefits plans, and retirement accounts
- Collaborate with internal teams (due diligence, brokers) to manage risk and client transitions
- Assist in identifying and driving sales opportunities, collaborating with M&A teams and partners
- Share expertise on self-funded employee benefits with clients and colleagues
Key Competencies:
- Strong analytical and problem-solving skill
- Ability to assess risk and monitor emerging issues in portfolios
- Excellent communication skills for client and executive engagement
- Strong project management and organizational skills
- Ability to work in a fast-paced, evolving environment with a flexible mindset
- Drive and initiative to manage multiple priorities and deliver results
Why Join This Firm?
This is an exciting opportunity to develop expertise in portfolio solutions, working directly with private equity clients and C-suite executives. With a focus on data analysis, risk management, and client success, you'll have the chance to make a significant impact while growing your career in a collaborative, dynamic environment.
Genius Road, LLC is proud to be a Certified Women’s Business Enterprise, an Equal Opportunity Employer and values diversity. All employment is decided on the basis of qualifications, merit and business need.