What are the responsibilities and job description for the Investment Associate 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.
PA is currently raising and investing out of its fifth dedicated secondary fund (~$3.5bn of expected commitments), purchasing interests in buy-out, venture capital, growth equity and distressed funds around the world. PA is looking to add an Associate to the Secondary Investment Team located in Darien, CT.
This person will have the responsibility to assist the secondary team’s investment professionals in sourcing, underwriting and monitoring investment opportunities.
Responsibilities:
- Providing transactional support for the Secondary team
- Performing private equity portfolio valuations and transaction modeling
- Conducting market and company research
- Participating in due diligence calls
- Assisting in all aspects of the transaction, including deal selection, pricing analysis, negotiation and execution
- Assisting in all transaction documentation and presentations to investment committee
- Conducting market research
- Performing deal monitoring analysis
- Participating in identification of deal sourcing targets
- Performing other ad hoc projects
Ideal Candidate Profile
- We seek an individual who is self-disciplined and demonstrates creative thinking
- Graduated from a top-tier undergraduate university
- 2-4 years work experience in an investment banking, private equity or consulting organization, or 2-3 years of secondary exposure
- Strong analytical, modeling, organizational and writing skills
- A professional presence coupled with relationship skills to interact effectively with internal and external parties
- A highly-motivated, self-starter with the ability work independently within a team context
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.
