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Associate – Secondaries & Portfolio Finance
Location: New York, NY
Industry: Private Equity / Private Credit / Secondaries
About the Opportunity: A leading global alternative investment firm is seeking an Associate to join its Secondaries & Portfolio Finance team. The team focuses on innovative capital solutions across the private markets, with exposure to portfolio finance, NAV-based lending, GP financing, LP interest financings, and credit secondaries. This is an opportunity to work on complex transactions across the private equity and credit ecosystem, gaining exposure to a broad range of investment strategies, structures, and industries while working alongside an experienced, globally integrated investment team.
Key Responsibilities:
  • Evaluate private equity and credit investment opportunities across secondaries and portfolio finance transactions
  • Build and analyze sophisticated company-level, fund-level, and GP-level financial models
  • Support and lead transaction due diligence, including coordinating diligence requests and analyzing key findings
  • Prepare investment memoranda and materials for internal investment committees
  • Conduct market and investment research and develop independent investment views
  • Work directly with GPs, intermediaries, lenders, and other transaction stakeholders
  • Monitor existing investments and participate in GP and advisory board meetings
  • Contribute to investment research, market analysis, and internal knowledge sharing
  • Leverage emerging AI tools and technologies to improve investment analysis, workflow efficiency, and execution
Qualifications:
  • Bachelor’s degree in Finance, Economics, Accounting, or a related field 2+ years of experience in investment banking, private equity, private credit, or a related investment role
  • Strong financial modeling and analytical capabilities
  • Experience with complex transaction structures, due diligence, and investment execution
  • Exposure to fund-level or asset-level valuation, NAV analysis, and cash flow-based assessments
  • Understanding of private market investment structures and risk assessment
  • Strong written and verbal communication skills
  • Ability to work effectively with senior investment professionals and external stakeholders
  • Intellectual curiosity and a strong interest in secondaries, private credit, and innovative private-market investment strategies
  • Why This Opportunity?
  • Exposure to complex and differentiated private-market transactions
  • Opportunity to work across both private equity and credit
  • Direct interaction with GPs, intermediaries, and senior investment professionals
  • Broad exposure to innovative financing structures and evolving areas of the secondaries market
  • Collaborative, high-performance investment environment
  • Opportunity to develop a differentiated investment perspective in a rapidly evolving market

Also on the board Same function, level within a rung

Level

Senior

Location

Jersey City, NJ

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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