Portfolio Manager

About the Opportunity

A leading alternative investment and financial technology platform is seeking an experienced private markets investment professional to join its growing portfolio management team. The Vice President will serve as the primary Portfolio Manager for a newly launched registered evergreen investment vehicle designed for individual and wealth-management clients.

Responsibilities

• Serve as the primary Portfolio Manager for a registered evergreen private markets fund.
• Develop and execute the fund’s investment strategy and portfolio construction framework.
• Evaluate and underwrite private markets fund investments and co-investment opportunities.
• Conduct qualitative and quantitative due diligence on general partners, investment managers, funds, companies, and underlying assets.
• Assess manager quality, investment strategy, track record, portfolio construction, sourcing capabilities, risk controls, and alignment of interests.
• Make investment and allocation recommendations across underlying managers, funds, strategies, sectors, geographies, and vintages.
• Manage portfolio deployment, diversification, liquidity, capital calls, distributions, cash requirements, and investment pacing.
• Monitor portfolio performance, valuations, exposures, concentration risks, and underlying investment developments.
• Maintain strong relationships with general partners and external investment managers.
• Prepare and present investment recommendations to internal committees and senior stakeholders.
• Lead or participate in discussions with existing and prospective investors, financial advisors, wealth-management partners, and senior industry professionals.
• Clearly communicate portfolio strategy, investment positioning, performance, liquidity, and risk.
• Support fundraising, advisor education, and the broader market positioning of the fund.
• Collaborate with Distribution, Finance, Operations, Legal, Compliance, and other internal teams.
• Contribute to the continued development and growth of the firm’s evergreen private markets investment platform.

About You

Qualifications:

• Approximately 7–12 or more years of relevant private markets investment experience.
• Meaningful investment experience in private equity, private infrastructure, private real estate, or related areas.
• Experience conducting investment due diligence and making formal investment or allocation recommendations.
• Strong understanding of portfolio construction, diversification, liquidity management, investment pacing, and risk management.
• Experience evaluating general partners, investment strategies, historical performance, portfolio attribution, and fund terms.

Preferred Experience:

• Experience with registered private markets vehicles.
• Experience in wealth management, private bank, RIA, family office, or financial advisor channels.
• Strong communication skills and ability to interact effectively with stakeholders.

Benefits

The company offers competitive benefits and opportunities for professional growth.

About Company

The company is a leading alternative investment and financial technology platform dedicated to providing innovative investment solutions.