VP, Investment Strategy Analyst

Atlantic Group; Boston (MA); On-site; USD 180,000 - 300,000; Full time

Job summary

Atlantic Group seeks a senior investment professional to lead portfolio construction and strategy for private equity and private credit funds in a dynamic Boston-based environment.

You will oversee liquidity planning, cash flow forecasting, and asset monetization, while guiding junior team members and coordinating with cross-functional teams across investment, capital markets, and investor relations.

Qualifications

• 6+ years of experience in private markets investing, portfolio management, or related field.
• Strong understanding of portfolio construction, private markets, investment pacing, performance analysis, and liquidity management; private credit and evergreen fund experience preferred.
• Demonstrated financial modeling skills, including cash flow forecasting, scenario analysis, and stress testing.
• Strong communication and presentation skills, with the ability to influence senior investment professionals, committees, boards, and investors.
• Experience managing and developing junior professionals.
• Advanced Excel and PowerPoint skills; experience with portfolio analytics, data visualization, and AI-enabled tools preferred.
• Entrepreneurial mindset with strong execution skills and the ability to operate independently.

Responsibilities

• Lead portfolio construction and strategy for private equity and private credit funds, including asset allocation, investment pacing, sizing, and capacity planning.
• Evaluate investment opportunities based on portfolio fit, diversification, liquidity, expected returns, and fund objectives.
• Monitor portfolio positioning and performance, identifying trends and recommending actions to optimize outcomes.
• Oversee liquidity planning, cash flow forecasting, redemption management, credit facilities, hedging, and asset monetization.
• Lead financial modeling, sensitivity analysis, and portfolio stress testing to assess liquidity needs and downside scenarios.
• Develop investment and balance sheet recommendations for senior investment professionals and portfolio committees.
• Prepare portfolio reviews, board materials, and internal and external reporting, translating complex analyses into clear recommendations.
• Represent the funds in fundraising, investor, and client meetings, including roadshows, annual meetings, and presentations.
• Develop portfolio updates and market commentary for internal and external stakeholders.
• Manage and develop junior team members while collaborating across investment, capital markets, investor relations, and operational teams.
• Support new product launches, seed asset reviews, and broader strategic initiatives.

Skills

Portfolio construction

Liquidity management

Financial modeling

Communication

Leadership

Data visualization

AI-enabled tools

Education

Bachelor’s degree or equivalent experience

MBA or CFA preferred

Tools

Excel

PowerPoint

Portfolio analytics

Job description

• Lead portfolio construction and strategy for private equity and private credit funds, including asset allocation, investment pacing, sizing, and capacity planning.
• Evaluate investment opportunities based on portfolio fit, diversification, liquidity, expected returns, and fund objectives.
• Monitor portfolio positioning and performance, identifying trends and recommending actions to optimize outcomes.
• Oversee liquidity planning, cash flow forecasting, redemption management, credit facilities, hedging, and asset monetization.
• Lead financial modeling, sensitivity analysis, and portfolio stress testing to assess liquidity needs and downside scenarios.
• Develop investment and balance sheet recommendations for senior investment professionals and portfolio committees.
• Prepare portfolio reviews, board materials, and internal and external reporting, translating complex analyses into clear recommendations.
• Represent the funds in fundraising, investor, and client meetings, including roadshows, annual meetings, and presentations.
• Develop portfolio updates and market commentary for internal and external stakeholders.
• Manage and develop junior team members while collaborating across investment, capital markets, investor relations, and operational teams.
• Support new product launches, seed asset reviews, and broader strategic initiatives.

Qualifications

• 6+ years of experience in private markets investing, portfolio management, investment banking, transaction execution, or a related field.
• Strong understanding of portfolio construction, private markets, investment pacing, performance analysis, and liquidity management; private credit and evergreen fund experience preferred.
• Demonstrated financial modeling skills, including cash flow forecasting, scenario analysis, and stress testing.
• Strong communication and presentation skills, with the ability to influence senior investment professionals, committees, boards, and investors.
• Experience managing and developing junior professionals.
• Advanced Excel and PowerPoint skills; experience with portfolio analytics, data visualization, and AI-enabled tools preferred.
• Entrepreneurial mindset with strong execution skills and the ability to operate independently.

Education

• Bachelor's degree or equivalent experience required.
• MBA, CFA, or other relevant advanced qualification preferred.