Job Title:
Direct Portfolio Associate
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
Jan 30 2023
Expires On:
Mar 31 2023
  • Ability and desire to work independently as well as part of a team
  • Excellent problem-solving and analytical skills
  • Strong attention to detail
  • Strong written and verbal communication skills
  • High level of maturity and ability to multi-task with little supervision
  • Support the development of new product marketing materials, including PPMs, DDQs, presentations, prospect emails, and other deliverables
  • Respond to fundraising/marketing-related queries and requests
  • Prepare, maintain, and present (where appropriate) marketing materials for fundraising activities
  • Prepare, maintain, and present (where appropriate) materials for the firm's existing clients, including fund updates
  • Prepare, maintain, and present (where appropriate) external (e.g., annual meetings, limited partner advisory committee meetings) and internal (e.g., talking points, semi-annual portfolio review) update materials
  • Liaise with Product Specialists, Accounting, Tax, Legal / Compliance, Client Service, and Investor Relations teams


  • Prepare and maintain monitoring materials for all aspects of the Direct Co-Investment portfolio
  • Maintain and analyze Direct group databases and KPIs (e.g., deal log, data integrity of internal systems)
  • Prepare and coordinate materials for internal direct portfolio presentations (e.g. semi-annual portfolio review and annual meeting presentations)

  • Analyze fund capacity, reserves, investment allocation, and performance
  • Assist with preparation of fund letters and quarterly reports for investors
  • Develop and maintain fund cash flow modeling
  • Liaise with Accounting on all aspects of financial reporting for funds

  • Participate in Direct Co-Investment group discussions in relation to the evaluation of investments
  • Prepare and maintain monitoring materials for portfolio companies
  • Participate in ad-hoc projects in relation to existing portfolio companies

  • Assist with the implementation of Direct Co-Investment group strategic initiatives, ad-hoc operational projects, and other aspects of group management
  • Respond to internal queries and requests in relation to the Direct Co-Investment portfolio

BS/BA or equivalent

Work Experience

2-5 years of relevant experience

Required Years of Experience:
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 |
Salary Range:


Phone #:


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