Asset & Wealth Management

Overview

Responsibilities

• The XIG Private Markets Platform Management team is broadly responsible for portfolio implementation, liquidity risk management, portfolio allocation and monitoring, external manager on-boarding and oversight, private market deal closing, valuation models for Level 3 assets, oversight of the business control framework, and a number of strategic initiatives.
• Within this broader team, we are seeking a highly analytical and driven Associate to join the Petershill Platform Management Team.
• Petershill is a GP stakes investing platform focused on minority investments in alternative asset managers.
• The ideal candidate will combine strong financial and fund accounting fundamentals with advanced analytical capabilities and the ability to work with large, complex datasets.
• Portfolio Analytics & Investment Support
• Analyze portfolio performance, including AUM, P&L, margins, and underlying fund activity
• Perform variance analysis and identify key performance drivers
• Support internal investment and portfolio review processes
• Liquidity, Cashflows & Portfolio Management
• Manage tracking and analysis of distributions, receivables, and investor cashflows
• Support liquidity planning and forecasting

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Technical Skills
• Strong financial and fund accounting knowledge (P&L, cash flow, fund structures)
• Advanced Excel skills, including experience working with large datasets
• Core Competencies
• Highly analytical with the ability to connect disparate data points
• Strong communication skills across internal teams and external partners
• Sound judgement and problem-solving ability
• Detail-oriented with a high standard for data accuracy
• Proactive, collaborative, and ownership-oriented, with an ability to improve processes and scale workflows
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