Vice President, Portfolio Management

Position Summary

We are seeking a highly motivated Vice President to join the Portfolio Management team with a primary focus on a core growth equity investment strategy within the firm. This role will sit within Portfolio Management and will be responsible for leading fund‑and portfolio‑level analytics, risk management, and strategic insights. The VP will work closely with senior leadership, portfolio managers, investment teams, and cross‑functional partners to monitor performance, manage risk, optimize capital deployment, and support the long‑term growth and scalability of the strategy.

The ideal candidate will bring strong analytical, portfolio management, and strategic thinking skills, along with experience working across functions (e.g., Finance, Capital Solutions, Legal/Compliance, Fund Accounting, Valuations, Technology) in a fast‑paced, data‑driven investment environment.

• Lead portfolio‑ and fund‑level analytics, including performance, risk, exposure, and concentration analyses across sectors, strategies, and vintages
• Oversee the design and maintenance of strategy‑specific dashboards and KPIs, providing clear, decision‑useful insight to senior leadership, portfolio managers, and the Portfolio Committee
• Analyze investment performance and returns (e.g., IRR, MOIC, DPI, TVPI, volatility, drawdowns) at both the company and fund/portfolio level and translate findings into actionable recommendations
• Synthesize trends across the portfolio and macro data to identify emerging risks, opportunities, and strategic themes

• Lead the quarterly financial and portfolio planning cycle, partnering with investment teams and Finance on forecasts, scenarios, and stress testing
• Support and challenge portfolio projections, valuation drivers, and capital deployment plans to ensure alignment with investment, liquidity, and return objectives
• Help shape and monitor risk frameworks, including exposure limits, sector and geography concentrations, pacing, and liquidity
• Partner with Finance and Treasury on fund liquidity management, cash planning, and performance tracking

• Partner closely with Capital Solutions on fundraising, product positioning, and ongoing LP communications and reporting
• Collaborate with Fund Accounting, Finance, and Valuations to ensure consistency between portfolio analytics, NAV, and official books and records
• Work with Legal & Compliance and Product teams to ensure portfolio management processes and reporting align with applicable regulatory and product requirements
• Prepare high‑quality materials and strategic updates for the Portfolio Committee, investment and oversight committees, Executive Committee, and key investors

• Lead the continued build‑out and enhancement of data models, reporting tools, and analytics, in partnership with Technology and Data teams
• Leverage business intelligence and data visualization tools (e.g., Power BI) and drive adoption of AI‑enabled analytics and automation to improve efficiency, insight generation, and scalability
• Identify and drive process improvement initiatives to streamline data collection, validation, and analysis across the broader portfolio

• Serve as a key contact on portfolio topics for senior leadership, investment teams, and cross‑functional partners
• Provide day‑to‑day guidance and mentorship to junior members of the Portfolio Management team (e.g., Analysts/Associates)
• Demonstrate strong stakeholder management, building trusted relationships across Investment, Capital Solutions, Finance, Legal/Compliance, Valuations, Operations, and Technology

• Bachelor’s degree required;
  Finance, Economics, Accounting, Business Administration, or a related field preferred
• 8+ years of experience in investment banking, private equity, portfolio management, corporate development, consulting, or a related field; experience within alternative investments or growth equity strongly preferred
• Strong understanding of financial statements (P&L, Balance Sheet, Cash Flow) and demonstrated…