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Direct Portfolio Associate

Location

Boston

Job Description

The Direct Portfolio Associate will support the Direct Co-Investment group in raising and investing capital as well as improving business operations. The role will have exposure to a wide range of activities including marketing / fundraising, portfolio analysis and reporting, fund management, and the investment process. The role will also be a Direct group liaison with internal departments such as Accounting, Tax, Legal / Compliance, and Investor Relations. The Portfolio Associate will work closely with the Direct Co-Investment team in Boston, London, and Hong Kong, as well as the broader global Direct Co-Investment team. Prior experience with private equity and / or private credit an asset. Please note that this role is not focused on evaluating and executing direct co-investments.

Additional skills required include advanced Microsoft Excel, Word, and PowerPoint. Additional skills preferred include Salesforce and Intralinks.

Education

BS in Accounting or Finance, CPA, CFA, or equivalent

Experience

2-5 years of relevant experience

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