Portfolio Manager For Private Funds

Portfolio Manager for Private Funds Overview

• The Portfolio Manager for Private Funds will oversee evergreen portfolios focused on private equity and real asset investments.
• Play a pivotal role in expanding the firm's evergreen registered fund business.
• Collaborate with internal teams to ensure seamless portfolio management operations.
• Engage with investors to drive strategy and build strong relationships.
• Monitor portfolio performance and manage partnerships with general partners.
• Gain exposure to a dynamic and growing investment environment with equity opportunities.
• Utilize your expertise in private markets investing to drive impactful decisions.
• Contribute to a great firm's growth and success in the wealth channel.

Portfolio Manager for Private Funds Key Responsibilities & Duties

• Conduct due diligence on private equity and real asset investment opportunities.
• Manage portfolio construction and ensure liquidity across multiple strategies.
• Develop and execute strategies for evergreen registered funds.
• Engage in investor discussions to support fundraising initiatives.
• Monitor and analyze portfolio performance metrics and trends.
• Collaborate with internal teams such as Finance, Legal, and Compliance.
• Foster relationships with external partners and general partners.
• Ensure adherence to risk management practices in portfolio construction.

Portfolio Manager for Private Funds Job Requirements

• Bachelor of Arts (BA) degree in a relevant field.
• 7-12+ years of experience in private markets investing.
• Proficiency in portfolio construction and risk management concepts.
• Experience with private equity or real asset investments.
• Familiarity with evergreen and registered offerings is advantageous.
• Strong analytical, communication, and problem-solving skills.
• Professional demeanor and comfort interacting with senior professionals.
• Experience in the wealth channel is a plus.