What are the responsibilities and job description for the Associate, Private Equity Co-Investments position at Portfolio Advisors?
Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike.
In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $83 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.
Founded in 2008, FS’s equity co-investment platform is led by two senior investment professionals. The team has completed over 150 co-investments and committed more than ~$2.3 billion since 2008. The business is currently investing out of its fifth equity co-investment fund, which focuses primarily on U.S.-based middle market leveraged buyout transactions (EBITDA of $10 - $100 million or more) across a broad range of industries. The team looks to invest between $10 - $40 million per deal.
The Associate will be involved in all aspects of a private equity investment transaction, including diligence, execution and post-closing investment monitoring. The Associate will be an integral part of the investment team and is responsible for many important aspects of a live transaction, including financial analysis and due diligence processes. This role is a 2-3 year program. Exceptionally high performing associates may be offered an opportunity to advance to the senior associate level and beyond.
Responsibilities:
- Analyzing investment opportunities including conducting business, industry and financial due diligence
- Preparing complex financial models
- Drafting and presenting investment committee memoranda
- Monitoring portfolio company performance
- Preparing limited partner presentations, sponsor marketing and fundraising materials
Job Requirements:
- At least ~2 years of relevant experience: investment banking, private equity/credit, transaction advisory, or equity/credit research
- Strong analytical and communication skills
- Collaborative approach conducive to strong teamwork
- History of outstanding performance and high level of motivation
Portfolio Advisors is an Equal Opportunity Employer.
Portfolio Advisors 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 Portfolio Advisors and no fee will be paid.
