CareerPlan

Vice President, Evergreen Portfolio Manager

Boston, MA, USFull-time2026-10-22 → 2026-11-09

Core

Managing and optimizing private equity and private credit portfolios through construction, asset allocation, and liquidity management.

Role type

Senior IC portfolio manager (private markets)

Builds

Private equity and private credit portfolios

Domain

Private markets (Private Equity, Private Credit)

Required skills

Portfolio construction, Asset allocation, Liquidity management, Investment pacing, Performance analysis, Financial modeling, Cash flow forecasting, Risk management, Data analysis, Strategic planning

Preferred skills

MBA, CFA, Private markets investing experience, Investment banking experience

Technologies

Advanced financial modeling tools, Quantitative analytical frameworks

Responsibilities

Drive portfolio construction, asset allocation, and investment pacing across private equity and private credit portfolios. Evaluate portfolio exposures, performance, and market dynamics to inform capital deployment. Monitor liquidity, cash flows, and risk metrics to support portfolio optimization. Translate portfolio analytics into actionable recommendations for senior leadership. Prepare portfolio reviews and strategic analyses for stakeholders. Partner with investment and capital markets teams on fundraising and product initiatives.