Senior Associate, Client Services

About Portfolio Advisors, LLC

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.

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

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.