Associate Vice President, Portfolio Analytics

Primary Functions And Essential Responsibilities

• Supervise and develop analysts and associates, while providing ongoing training and feedback
• Work with investment professionals to assist in deal closings and allocations across funds, as well as support ongoing portfolio construction
• Perform detailed review of quarterly investment report valuations, including diversification metrics as well as valuation gains and losses
• Prepare or review documentation for quarterly investor reports, as well as performance returns at a portfolio and fund level (TWR, IRR, Multiples, etc.)
• Cook up investment amendments/consents with investment professionals
• Participate on investment update calls and prepare/review memo summary
• Review data utilized by Investor Relations as part of investor presentations and fundraising efforts

Qualifications

• Education: Minimum of a B.S. degree in Finance, Economics, or Accounting
• MBA, CFA, or CPA is a plus
• Experience Required: 7+ years of related financial experience is required, which may include public accounting
• 2+ years of experience working at a Private Fund or Secondaries firm strongly desired

General Requirements

• Solid management team skills including staff development
• Strong relationship building skills with internal business clients
• Advanced computer skills including Microsoft Office, eFront Software is a plus
• Dependable, great attitude, highly motivated and a team player
• High accuracy and detail oriented

Reporting Relationships

Compensation The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus.

Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$140,000 - $180,000

Benefits

• Comprehensive Medical/Rx, Dental and Vision plans
• 401(k) program with company match
• Flexible Savings Accounts (FSA)
• Healthcare Savings Accounts (HSA) with company contribution
• Basic and Voluntary Life Insurance
• Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
• Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit