Private Equity Portfolio Manager

2 weeks ago


Jersey City, New Jersey, United States The Citco Group Limited Full time

About the Job:

We are seeking an experienced Private Equity Portfolio Manager to join our Client Services - Private Assets team. This key role will be responsible for delivering high-quality services to our clients, including cultivating relationships with C-suite executives, understanding fund structures, and negotiating Service Level Agreements.

Key Responsibilities:

  • Cultivate relationships with C-suite executives, understanding their business strategies and goals
  • Analyze fund performance, identifying areas for improvement and opportunities for growth
  • Negotiate Service Level Agreements (SLAs) with clients, collaborating closely with Operations Teams
  • Develop Key Performance Indicators (KPIs) for both internal use and external dissemination
  • Regularly update CRM systems on client activities pertinent to the business

Requirements:

  • 8+ years Public/Private Equity accounting & client services experience
  • Skills in financial analysis, portfolio management, and risk assessment
  • Project management skills with attention to detail and proven ability to multi-task
  • Advanced computer skills (Microsoft Excel)
  • Bachelor's Degree in Accounting, Finance, or Economics

What We Offer:

The Citco Group Limited offers a competitive salary of $140,000 - $200,000 per annum, depending on experience. Our benefits package includes comprehensive health insurance, retirement plans, and flexible working arrangements to help you balance work and personal life.



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