Vice President, Evergreen Portfolio Manager

A leading global private markets investment platform is seeking a Vice President to join its Evergreen Portfolio Management team in Boston. This individual will play a key role in managing and optimizing private equity and private credit portfolios, with responsibility for portfolio construction, asset allocation, investment pacing, liquidity management, and performance analysis.

The ideal candidate will have experience working across both equity and credit portfolios and be comfortable translating complex portfolio data, exposure analyses, and performance trends into actionable investment recommendations for senior leadership and investment committees.

Key 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 and portfolio strategy.
• Monitor liquidity, cash flows, and risk metrics to support portfolio optimization and balance sheet management.
• Translate portfolio analytics and fund-level data into actionable recommendations for senior leadership and investment committees.
• Prepare portfolio reviews, investment materials, and strategic analyses for internal and external stakeholders.
• Partner with investment, investor relations, and capital markets teams on fundraising, investor communications, and product initiatives.

Qualifications

• 6+ years of experience in portfolio management, portfolio construction, private markets investing, investment banking, or a related investment role.
• Experience working with both private equity and private credit portfolios, including asset allocation, performance monitoring, and liquidity management.
• Demonstrated ability to analyze portfolio-level data and translate findings into actionable investment recommendations.
• Strong understanding of portfolio construction, investment pacing, cash flow forecasting, and risk management within private markets.
• Advanced financial modeling, forecasting, and quantitative analytical skills.
• Excellent communication and presentation skills, with the ability to present analyses and recommendations to senior stakeholders and investment committees.
• Bachelor's degree required; MBA, CFA, or similar advanced designation preferred.