Job Title:
Secondary Portfolio Associate
Job Code:
Job Category:
Investment Management
Job Type:
Job Location:
Boston - MA
Date Posted:
Dec 1 2022
Expires On:
Jan 25 2023
Secondary Investment Monitoring and Operations: 50%

  • Participation in weekly Secondary group meetings
  • Maintenance of Secondary group KPIs (i.e., pipeline, deals reviewed, completed deals, deal flow, capacity, and pacing)
  • Maintenance of Secondary track record for all firm programs
  • Assist with cash flow modeling of secondary funds and portfolios
  • Assist the Secondary team in determining the appropriate allocation of Secondary investment opportunities
  • Prepare and maintain all monitoring materials for Secondary program including funds, separate accounts, and individual deals
  • Assist with the preparation of internal Secondary Portfolio review and strategic discussion materials
  • Liaise with Accounting group on all aspects of financial reporting for Secondary funds as required
  • Respond to ad-hoc internal queries and requests in relation to the Secondary portfolio
  • Other ad-hoc operational projects
Marketing/Client Service: 50%

  • Assist Principals and Managing Directors and work with Marketing in the preparation and maintenance of Secondary related marketing materials, AGM, and Advisory Board materials
  • Coordinate the preparation and maintenance of deal related marketing materials, descriptions, case studies, etc.
  • Manage separate account updates including capacity, deal updates, dataroom management and certain client communications
  • Coordinate with RFP team in crafting data responses to Secondary related RFP materials
  • Respond to ad-hoc marketing-related queries and requests and prepare materials for client consumption
  • Update track record and due diligence materials as needed
  • Ability and desire to work independently as well as part of a team
  • Strong work ethic
  • Must have excellent problem solving and analytical skills and demonstrate strong attention to detail
  • Must also possess strong written and verbal communication skills
  • BS-Accounting/Finance
  • 2-5 years of relevant experience
Required Years of Experience:
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 |
Salary Range:


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