Job Application for Investment Associate, Private Equity Secondaries at Portfolio Advisors

About Portfolio Advisors, LLC

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.

PA is currently raising and investing out of its fifth dedicated secondary fund (~$3.5bn of expected commitments), purchasing interests in buy-out, venture capital, growth equity and distressed funds around the world. PA is looking to add an Associate to the Secondary Investment Team located in Darien, CT.

This person will have the responsibility to assist the secondary team’s investment professionals in sourcing, underwriting and monitoring investment opportunities. Specifically, the individual will be involved with and responsible for:

Providing transactional support for the Secondary team
Performing private equity portfolio valuations and transaction modeling
Conducting market and company research
Participating in due diligence calls
Assisting in all aspects of the transaction, including deal selection, pricing analysis, negotiation and execution
Assisting in all transaction documentation and presentations to investment committee
Conducting market research
Performing deal monitoring analysis
Participating in identification of deal sourcing targets
Performing other ad hoc projects

Ideal Candidate Profile

We seek an individual who is self-disciplined and demonstrates creative thinking
Graduated from a top-tier undergraduate university
2-4 years work experience in an investment banking, private equity or consulting organization, or 2-3 years of secondary exposure
Strong analytical, modeling, organizational and writing skills
A professional presence coupled with relationship skills to interact effectively with internal and external parties
A highly-motivated, self-starter with the ability work independently within a team context

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.

First Name

Last Name

Phone

Location (City)

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

LinkedIn Profile

Website

How did you hear about this opportunity?

Do you hold professional licenses and/or certifications? If yes, please list:

Are you currently authorized to work in the United States of America? (In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and complete the required employment eligibility verification document form upon hire).

Select...

Do you now, or will you in the future require visa sponsorship to continue working in the United States (i.e. H-1B)?

Select...

If you selected "yes" to the previous question, please indicate sponsorship needed:

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.

If you do not wish to participate, you may click "I do not wish to answer" on any of the questions below.

How would you describe your gender identity?

Select...

How would you describe your racial/ethnic background?

Select...

Do you have a disability or chronic condition (physical, visual, auditory, cognitive, mental, emotional, other)? FS will ensure individuals with disabilities are provided reasonable accommodations to participate in the application and interview process.

Select...

Are you a veteran or active member of the United States Armed Forces, including active reserves?

Select...

Investment Associate, Private Equity Secondaries

Apply for this job

Voluntary Self-Identification Application Questions