Job Application for Client Services Analyst at Portfolio Advisors

In 2023, Portfolio Advisors combined with FS Investments.

FS Investments: 30 years of leadership in private markets

FS Investments is an alternative asset manager dedicated to delivering attractive returns across private equity, private credit and real estate. Following its 2023 acquisition of Portfolio Advisors, FS Investments now manages over $85 billion for both institutional and wealth management clients around the world, drawing on 30 years of experience and more than 600 employees operating across nine global offices.

The firm’s investment professionals manage a wide range of differentiated strategies across private markets and collectively manage relationships with 300+ sponsors. FS Investments’ active partnership model creates a virtuous cycle of superior market insights and deal flow, which inform the underwriting process and help to generate strong returns.

About the job

PA is seeking an intelligent, creative, and motivated individual to join the Firm’s client services team in Darien, CT. The Analyst role provides a unique opportunity to learn about a variety of alternative investment strategies, as well as excellent exposure to all areas of Portfolio Advisors business. The Analyst will work in a team-oriented environment and will have interaction with peers as well as with senior members of the Firm’s leadership team. The ideal candidate will be a self-starter who possesses strong intellectual curiosity and an eagerness to learn about the Firm’s businesses. The Analyst must be able to: (i) work independently and in group settings with minimal supervision; (ii) organize multiple tasks and manage relationships with both internal and external professionals; (iii) communicate clearly and effectively with junior and senior professionals across the Firm; (iv) ask questions and seek greater knowledge about aspects of the Firm’s business that may be unfamiliar; and (v) apply strong interpersonal, quantitative and technical skills effectively.

The successful candidate is expected to:

Provide diligent detailed preparation of RFPs and RFIs
Edit and update marketing materials for all fund and service offerings
Update databases and internal data rooms to support marketing efforts
Create and update reports using the company’s CRM and proprietary back-office software
Perform detailed analyses on industry topics, competitors and client investment portfolios
Communicate professionally with investors, clients and external service providers as required

Qualifications:

Bachelor’s degree with a strong undergraduate track record
1-2 years of work experience in finance, marketing or related field
Exceptional written and verbal communication skills
Proficiency in Microsoft Office—Word, Excel, and PowerPoint
Strong analytical, strategic, and problem-solving skills
Impeccable attention to detail
Ability to work under time pressure
Systematic approach to organization and prioritization
Confidence to interact with all levels of management, both internally and externally
Experience with MSCI Private i®, DealCloud, Preqin, Dakota, and/or Pitchbook

FS Investments is an Equal Opportunity Employer.

FS Investments does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of FS Investments and no fee will be paid.

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Voluntary Self-Identification Application Questions

As part of our application process, we invite all applicants to voluntarily share their self-identification. We are committed to cultivating an inclusive environment and building a workforce that represents and celebrates all facets of diversity. We believe we are much stronger as a company when we attract, hire, develop, retain and grow a diverse talent pipeline and welcome applicants from all identities.

To us, diversity includes not only representation from underrepresented groups but an understanding of the richness of experiences people have to offer and our commitment to policies and practices that promote equity, inclusion, and belonging for all colleagues.

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Client Services Analyst

About the job

The successful candidate is expected to:

Qualifications:

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