Investment Associate, Private Equity Secondaries

Portfolio Advisors; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a motivated Associate to join their Secondary Investment Team. This role involves providing transactional support, conducting market research, and assisting in portfolio valuations and transaction modeling. The ideal candidate will have a strong analytical background and experience in investment banking or private equity. This is a fantastic opportunity to grow within a dynamic team and contribute to significant investment decisions. If you are a self-starter with a passion for finance and investment, this role could be your next big step.

Qualifications

• 2-4 years in investment banking, private equity, or consulting.
• Strong analytical, modeling, and writing skills required.

Responsibilities

• Support secondary team in sourcing and monitoring investment opportunities.
• Conduct market research and assist in transaction documentation.

Skills

Analytical Skills

Modeling Skills

Organizational Skills

Writing Skills

Creative Thinking

Education

Bachelor's Degree from a top-tier university

Job description

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. Specifically, the individual will be involved with and responsible for:

1. Providing transactional support for the Secondary team
2. Performing private equity portfolio valuations and transaction modeling
3. Conducting market and company research
4. Assisting in all aspects of the transaction, including deal selection, pricing analysis, negotiation and execution
5. Assisting in all transaction documentation and presentations to investment committee
6. Conducting market research
7. Participating in identification of deal sourcing targets
8. Performing other ad hoc projects

Ideal Candidate Profile

1. We seek an individual who is self-disciplined and demonstrates creative thinking
2. Graduated from a top-tier undergraduate university
3. 2-4 years work experience in an investment banking, private equity or consulting organization, or 2-3 years of secondary exposure
4. Strong analytical, modeling, organizational and writing skills
5. A professional presence coupled with relationship skills to interact effectively with internal and external parties
6. A highly-motivated, self-starter with the ability work independently within a team context

Portfolio Advisors is an Equal Opportunity Employer.