What are the responsibilities and job description for the Senior Associate, Client Services position at portad?
In 2023, Portfolio Advisors combined with FS Investments.
FS Investments: 30 years of leadership in private markets
FS Investments is an alternative asset manager dedicated to delivering attractive returns across private equity, private credit and real estate. Following its 2023 acquisition of Portfolio Advisors, FS Investments now manages over $85 billion for both institutional and wealth management clients around the world, drawing on 30 years of experience and more than 600 employees operating across nine global offices.
The firm’s investment professionals manage a wide range of differentiated strategies across private markets and collectively manage relationships with 300 sponsors. FS Investments’ active partnership model creates a virtuous cycle of superior market insights and deal flow, which inform the underwriting process and help to generate strong returns.
About the job
PA is seeking an intelligent, creative, and motivated individual to join the Firm’s institutional client services team in Darien, CT. The Senior Associate role provides a unique opportunity to learn about a variety of alternative investment strategies, as well as excellent exposure to all areas of Portfolio Advisors business. The Senior Associate/Vice President will work in a team-oriented environment and will have interaction with peers as well as with senior members of the Firm’s leadership team. The ideal candidate will be a self-starter who possesses strong intellectual curiosity and an eagerness to learn about the Firm’s businesses. The Senior Associate must be able to: (i) work independently and in group settings with minimal supervision; (ii) organize multiple tasks and manage relationships with both internal and external professionals; (iii) manage projects from inception to completion; (iv) communicate clearly and effectively with junior and senior professionals across the Firm; (v) ask questions and seek greater knowledge about aspects of the Firm’s business that may be unfamiliar; and (vi) apply strong interpersonal, quantitative and technical skills effectively.
The successful candidate is expected to:
- Perform detailed analyses on client investment portfolios, industry topics, and competitors
- Provide diligent detailed preparation of RFPs and RFIs
- Edit and update marketing materials for all fund and service offerings
- Update databases and internal data rooms to support marketing efforts
- Create and update reports using the company’s CRM and investment software
- Communicate professionally with investors, clients, and external service providers as required
- Mentor and train junior members of the Client Service team
- Work closely with the Head of Client Service on firmwide initiatives, technology projects and process re-engineering efforts
Minimum Qualifications:
- Bachelor’s degree with a strong undergraduate track record (preferably in finance, accounting, marketing, and/or economics)
- 5-8 years of work experience in finance, marketing or related field
- Exceptional written and verbal communication skills
- Proficiency in Microsoft Office—Word, Excel, and PowerPoint
- Strong analytical, strategic, and problem-solving skills
- Impeccable attention to detail
- Ability to work under time pressure
- Systematic approach to organization and prioritization
- Confidence to interact with all levels of management, both internally and externally
Preferred Qualifications:
- Prior experience at a Private Equity or Private Credit business
- Experience with MSCI Private i, DealCloud, Preqin, and/or Pitchbook
FS Investments is an Equal Opportunity Employer.
FS Investments does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of FS Investments and no fee will be paid.
