Senior Analyst, Portfolio Manager - GC Wealth

General Catalyst is a global investment and transformation company that partners with ambitious entrepreneurs. They are seeking an experienced Senior Analyst to join their GC Wealth team, focusing on portfolio research and analysis across asset classes and leading client-facing investment reporting.

Responsibilities:

• Ongoing research and analysis of existing and potential portfolio holdings, spanning all asset classes and alternative investments
• Oversee and execute on estate planning and tax strategies for high net worth clients
• Generate asset allocation, performance, and comprehensive balance sheet reporting for clients
• Collaborate with other Analysts, Senior Analysts, Wealth Managers and Relationship Managers to establish strategic direction for client ongoing investment portfolio management
• Develop and refine dashboards and other analytics for internal and external review utilizing investment research and artificial intelligence tools
• Manage equity and fixed income investments across accounts including management of cash positions and client liquidity and income needs
• Providing regular market, economic, and portfolio updates to clients, prospects, and centers of influence
• Oversee, mentor, and develop Analysts and other team members
• Collaborate with Chief Investment Officer to participate in strategic research and portfolio evaluation initiatives
• Proactively identify opportunities for process improvement using AI and activate introductions across the General Catalyst organization where appropriate
• Oversee client meetings and advise on investment strategy