10 часов назад
Associate, Portfolio Operations, Primary Investments
80 000 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate, Portfolio Operations, Primary Investments (Private Markets): Supporting capital raising, investment activities, portfolio monitoring, and business operations with an accent on portfolio analysis, performance reporting, and fundraising materials. Focus on building recurring strategy metrics, analyzing primary-focused fund performance, and implementing technology initiatives to improve business activities.
Location: Boston, United States; hybrid work arrangement with regular office attendance. Employees receive 18 remote workdays per quarter with manager approval.
Base salary: $80,000–$90,000 per year, plus eligibility for a discretionary annual bonus and additional total rewards.
Company
is a global investment firm focused on delivering solutions for clients and investing partners through a collaborative and inclusive culture.
What you will do
- Prepare, maintain, and present materials for internal and external quarterly portfolio reviews and updates.
- Support fundraising and marketing-related requests by developing quantitative and qualitative responses.
- Prepare and maintain materials for investment forums, annual meetings, and advisory boards.
- Analyze the performance of primary-focused funds for internal analysis and fundraising activities.
- Use data to create templates and maintain standardized recurring analyses supporting strategy team metrics.
- Identify and implement technology initiatives that improve business activities and address team needs.
Requirements
- Understanding of private markets.
- Proven problem-solving and analytical skills.
- Excellent written and verbal communication skills.
- Strong attention to detail and ability to prioritize multiple projects with limited supervision.
- Experience designing, creating, and maintaining reports, dashboards, and other analytical tools.
- Proficiency with Microsoft Word, Excel, and PowerPoint; a bachelor's degree or equivalent experience is preferred.
Nice to have
- Experience with PowerBI.
- Three to five years of relevant experience.
Culture & Benefits
- Collaborative, open-door environment with a focus on inclusion, mutual respect, and diversity.
- Cross-functional collaboration with Investor Relations, Client Experience, Solutions, Accounting, Tax, Legal/Compliance, and international Portfolio Operations teams.
- Comprehensive total rewards package may include retirement, health and insurance benefits, paid time off, and wellness programs.
- Eligibility for long-term reward programs may be available depending on position and geography.
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