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Senior Associate PE Portfolio Management & Analytics

Selby JenningsManhattan, NY🇺🇸United States

Why this role stands out

Accelerate your career at a premier private markets investment platform where you will drive impactful portfolio strategy and analytics in a highly collaborative, hybrid environment. This role is perfect for a detail-oriented professional who thrives on complex modeling and wants to sharpen their expertise alongside industry-leading investment teams. Apply today to leverage this exceptional opportunity for growth and professional development within a rapidly expanding organization.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationManhattan, NY, United States
Microsoft ExcelProcess Improvement

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.

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