Vice President, Evergreen Portfolio Manager
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Vice President, Evergreen Portfolio Manager
About the Role
Greater Boston, MA Area (On-site)
The Company is in search of a Vice President for its Evergreen Portfolio Management team. The successful candidate will be instrumental in the management and optimization of private equity and private credit portfolios, with a focus on portfolio construction, asset allocation, investment pacing, liquidity management, and performance analysis. This role requires a professional who can effectively drive these key responsibilities, evaluate portfolio exposures and market dynamics, and translate complex portfolio data into actionable investment recommendations for senior leadership and investment committees. Applicants should have a minimum of 6 years' experience in portfolio management, private markets investing, investment banking, or a related investment role, and must be adept at working with both private equity and private credit portfolios. The role demands a strong understanding of portfolio construction, investment pacing, cash flow forecasting, and risk management within private markets, as well as advanced financial modeling, forecasting, and quantitative analytical skills. The Vice President will also be expected to prepare portfolio reviews, investment materials, and strategic analyses for various stakeholders, and to partner with investment, investor relations, and capital markets teams on fundraising, investor communications, and product initiatives. A Bachelor's degree is required, with a preference for candidates holding an MBA, CFA, or similar advanced designation.
Functions:
- Private Equity
Compensation
USD $210,000-$225,000 (salary) per year
About the Company
Leading global private markets investment platform managing private equity and private credit portfolios
Industry
Investment Management
Type
Privately Held
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