About the firm
Portfolio Advisors, LLC (“PA” or “the Firm”), is a private equity, private real estate, and private credit investment specialist with $40.8 billion in assets under management and an established track record in primary, secondary, direct, and co-investment strategies. Founded in 1994, PA is an independent, employee-owned firm and Registered Investment Advisor with the U.S. Securities Exchange Commission. The Firm works closely with limited partners and clients to tailor private market investment solutions via PA-sponsored fund offerings and customized separate accounts. PA’s investment professionals conduct due diligence and client service activities from three global offices in the U.S., Switzerland and Hong Kong.
On June 30, 2023, Portfolio Advisors and FS Investments closed on a transaction to combine their respective firms. The combined firm has over $75 billion in assets under management and more than 500 employees. FS Investments was founded in 2007 and manages a suite of alternative strategies, including private credit, real estate credit, opportunistic credit, structured credit, liquid credit and liquid alternatives across a variety of fund structures, including business development companies, non-traded REITs and interval, closed-end and mutual funds. FS Investments is headquartered in Philadelphia, Pennsylvania with additional offices in New York, New York, Orlando, Florida and Leawood, Kansas.
PA is looking to add an Vice President to the GP Secondary Investment Team located in Dallas, TX.
This person will have the responsibility to assist the secondary team’s investment professionals in sourcing, underwriting and monitoring investment opportunities. Specifically, the individual will be involved with and responsible for:
- Providing transactional support for the Secondary team
- Performing private equity portfolio valuations and transaction modeling
- Conducting market and company research
- Participating in due diligence calls
- Assisting in all aspects of the transaction, including deal selection, pricing analysis, negotiation and execution
- Assisting in all transaction documentation and presentations to investment committee
- Conducting market research
- Performing deal monitoring analysis
- Participating in identification of deal sourcing targets
- Performing other ad hoc projects
Ideal Candidate Profile:
- We seek an individual who is self‐disciplined and demonstrates creative thinking
- Graduated from a top‐tier undergraduate university
- 7‐10+ years’ work experience in an investment banking, private equity or consulting organization, or 5‐6 years of secondary exposure
- Strong analytical, modeling, organizational and writing skills
- A professional presence coupled with relationship skills to interact effectively with internal and external parties
- A highly‐motivated, self‐starter with the ability work independently within a team context
Portfolio Advisors is an Equal Opportunity Employer.
