Description

We are representing a leading private markets investment platform seeking a Senior Associate to support a growing portfolio management and analytics function. This individual will play a key role in helping manage and analyze private equity portfolios on behalf of institutional investors while partnering closely with investment professionals, portfolio managers, client-facing teams, and operations groups.

This is an excellent opportunity for a candidate interested in portfolio construction, private markets analytics, commitment pacing, cash flow forecasting, and portfolio strategy within a highly collaborative and growing investment platform.

Responsibilities

• Support portfolio construction initiatives through commitment pacing, position sizing, diversification analysis, and exposure monitoring.
• Develop and maintain cash flow forecasting, liquidity forecasting, and NAV projection models.
• Monitor portfolio exposures, capital calls, distributions, commitments, and unfunded commitments.
• Perform benchmarking, performance attribution, portfolio analytics, and risk analysis across private market portfolios.
• Analyze portfolio trends and provide actionable insights to investment professionals and senior leadership.
• Assist with portfolio monitoring across strategies, geographies, sectors, and vintage years.
• Support client reporting, portfolio reviews, presentations, and ad hoc analyses.
• Develop analytical tools and reporting frameworks to improve decision-making capabilities.
• Partner with investment, operations, and data teams to improve reporting accuracy and portfolio transparency.
• Contribute to automation and process improvement initiatives designed to enhance efficiency and scalability.

Qualifications

• 3-7 years of experience within private markets, portfolio analytics, portfolio management, OCIO, investment consulting, or allocator platforms.
• Exposure to private equity, private credit, fund-of-funds, co-investments, secondaries, or institutional investment programs.
• Experience supporting portfolio construction, commitment pacing, cash flow forecasting, or performance analysis.
• Strong analytical and quantitative skill set.
• Advanced Excel skills required.
• Experience with private markets systems such as iLevel, DealCloud, Burgiss/MSCI, eFront, or similar platforms is preferred.
• Exceptional attention to detail with strong communication and presentation abilities.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.