Job Description SummaryThis position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.
Within our Primary Portfolio Operations team, the Portfolio Associate will support the Primary Investment team in areas focused on the raising and investing of capital, portfolio monitoring, as well as improving our business operations. This role will have exposure to a wide range of activities including marketing and fundraising, portfolio analysis and reporting of both commingled and separately managed accounts, as well as ad-hoc internal or client-specific requests. The role will also serve as a liaison with other internal departments including Investor Relations, Client Experience, Solutions, Enterprise Investment Office, Accounting, Tax, and Legal/Compliance, in addition to other strategy Portfolio Operations teams in Boston, Dublin, London, Hong Kong, and Singapore.
The ideal candidate is someone who is:
- An analytical, organized, and creative problem-solver
- A top performer who is hardworking with an outstanding attention to detail
- A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision
- Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams
What you will do:
- Prepare, maintain, and present (where applicable) materials for internal and external quarterly portfolio reviews and updates
- Assist Product Specialists with developing responses to
- fundraising/marketing-related
- requests, including both quantitative and qualitative queries
- Assist in the preparation and maintenance of Primary-related marketing, global investment forum, annual meeting, and advisory board materials
- Analyze performance of primary-focused funds for internal analyses as well as inclusion in fundraising activities
- Leverage data, create templates, and maintain standardized / recurring analysis to support strategy team metrics
- Identify and implement initiatives to improve business activities and help address Primary team needs through the use of technology
- And other responsibilities as required
What you bring:
- An understanding of private markets
- Proven problem-solving and analytical skills
- Excellent written and verbal communications skills
- Strong attention to detail
- Experience with report, dashboard and other analytical tool design, creation, and maintenance
- Proficiency with Microsoft Word, Excel, and PowerPoint, with PowerBI a plus
Education Preferred- Bachelor of Arts (B.A) / Bachelor of Science (B.S) or equivalent experience
Experience- 3-5 Years relevant experience preferred
#LI-Hybrid
Base Salary Range$80,000.00 - $90,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.
