
Associate, Junior Debt Investment
Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike.
In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $85 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.
The Associate will be involved in all aspects of investment transactions, including diligence, financial modeling, execution and post-closing investment monitoring. The Associate will be an integral part of the investment team and is responsible for many important aspects of live transactions, including analyzing investment opportunities, building financial models, drafting investment committee materials and assisting with transaction closing.
Responsibilities:
- Analyzing investment opportunities
- Building financial models
- Conducting business, industry and financial due diligence
- Drafting and presenting investment committee memoranda
- Assist deal negotiation and execution
- Monitoring portfolio company performance
Job Requirements:
- 1-2 years of Investment Banking or Private Equity experience required
- Industry Coverage, Financial Sponsors group experience or a strong credit background is a plus
Portfolio Advisors is an Equal Opportunity Employer.
Portfolio Advisors 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 Portfolio Advisors and no fee will be paid.
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