Senior Associate PE Portfolio Management & Analytics

Selby Jennings; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Selby Jennings is seeking a Senior Associate to support a growing portfolio management and analytics function within a leading private markets investment platform. This role focuses on portfolio construction, cash flow forecasting, NAV projections, and risk analysis across private market portfolios.

You will collaborate with investment professionals, portfolio managers, client-facing teams, and operations to drive analytical insights, reporting accuracy, and scalable processes.

Qualifications

• 3-7 years of experience within private markets, portfolio analytics, portfolio management, OCIO, investment consulting, or allocator platforms.
• Exposure to private equity, private credit, fund-of-funds, co-investments, secondaries, or institutional investment programs.
• Experience supporting portfolio construction, commitment pacing, cash flow forecasting, or performance analysis.
• Strong analytical and quantitative skill set.
• Advanced Excel skills required.
• Experience with private markets systems such as iLevel, DealCloud, Burgiss/MSCI, eFront, or similar platforms is preferred.
• Exceptional attention to detail with strong communication and presentation abilities.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support portfolio construction initiatives through commitment pacing, position sizing, diversification analysis, and exposure monitoring.
• Develop and maintain cash flow forecasting, liquidity forecasting, and NAV projection models.
• Monitor portfolio exposures, capital calls, distributions, commitments, and unfunded commitments.
• Perform benchmarking, performance attribution, portfolio analytics, and risk analysis across private market portfolios.
• Analyze portfolio trends and provide actionable insights to investment professionals and senior leadership.
• Assist with portfolio monitoring across strategies, geographies, sectors, and vintage years.
• Support client reporting, portfolio reviews, presentations, and ad hoc analyses.
• Develop analytical tools and reporting frameworks to improve decision-making capabilities.
• Partner with investment, operations, and data teams to improve reporting accuracy and portfolio transparency.
• Contribute to automation and process improvement initiatives designed to enhance efficiency and scalability.

Skills

Analytical thinking

Quantitative skills

Communication skills

Prioritization

Attention to detail

Tools

Advanced Excel

iLevel

DealCloud

Burgiss/MSCI

eFront

Job description

We are representing a leading private markets investment platform seeking a Senior Associate to support a growing portfolio management and analytics function. This individual will play a key role in helping manage and analyze private equity portfolios on behalf of institutional investors while partnering closely with investment professionals, portfolio managers, client-facing teams, and operations groups.

This is an excellent opportunity for a candidate interested in portfolio construction, private markets analytics, commitment pacing, cash flow forecasting, and portfolio strategy within a highly collaborative and growing investment platform.

Responsibilities

• Support portfolio construction initiatives through commitment pacing, position sizing, diversification analysis, and exposure monitoring.
• Develop and maintain cash flow forecasting, liquidity forecasting, and NAV projection models.
• Monitor portfolio exposures, capital calls, distributions, commitments, and unfunded commitments.
• Perform benchmarking, performance attribution, portfolio analytics, and risk analysis across private market portfolios.
• Analyze portfolio trends and provide actionable insights to investment professionals and senior leadership.
• Assist with portfolio monitoring across strategies, geographies, sectors, and vintage years.
• Support client reporting, portfolio reviews, presentations, and ad hoc analyses.
• Develop analytical tools and reporting frameworks to improve decision-making capabilities.Partner with investment, operations, and data teams to improve reporting accuracy and portfolio transparency.
• Contribute to automation and process improvement initiatives designed to enhance efficiency and scalability.

Qualifications

• 3-7 years of experience within private markets, portfolio analytics, portfolio management, OCIO, investment consulting, or allocator platforms.
• Exposure to private equity, private credit, fund-of-funds, co-investments, secondaries, or institutional investment programs.
• Experience supporting portfolio construction, commitment pacing, cash flow forecasting, or performance analysis.
• Strong analytical and quantitative skill set.
• Advanced Excel skills required.
• Experience with private markets systems such as iLevel, DealCloud, Burgiss/MSCI, eFront, or similar platforms is preferred.
• Exceptional attention to detail with strong communication and presentation abilities.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.