Associate Vice President, Portfolio Analytics

United States·New Yorkexecutive

AnalyticsData & AI

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Quick Summary

Key Responsibilities

Supervise and develop analysts and associates, while providing ongoing training and feedback Work with investment professionals to assist in deal closings and allocations across funds,

Requirements Summary

Minimum of a B.S. degree in Finance, Economics, or Accounting MBA, CFA, or CPA is a plus Experience Required: 7+ years of related financial experience is required,

Technical Tools

AnalyticsData & AI

The Ares Secondaries team specializes in secondary market transactions of private equity, real estate, credit, and infrastructure investments with AUM of approximately $42 billion as of December 31, 2025. The team is currently looking to hire an Associate Vice President – Manager, Portfolio Analytics in our NY location to join our dynamic Finance team of approximately 60 professionals located across our West Hartford, CT, Boston, MA and New York, NY locations.

The AVP will engage with key team members, including PE Secondaries Deal Team, Portfolio Management, Capital Markets, Legal, Compliance, Accounting, and Investor Relations. The ideal candidate will possess investment analysis, accounting, or private equity / fund of funds experience with an understanding of fund reporting, basic partnership accounting, and performance metrics. This role will require a dynamic, adaptive, and agile hands-on professional who enjoys a fast-paced, rapidly growing environment.

Responsibilities

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Specific responsibilities include, but are not limited to:

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Supervise and develop analysts and associates, while providing ongoing training and feedback
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Work with investment professionals to assist in deal closings and allocations across funds, as well as support ongoing portfolio construction
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Perform detailed review of quarterly investment report valuations, including diversification metrics as well as valuation gains and losses
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Prepare or review documentation for quarterly investor reports, as well as performance returns at a portfolio and fund level (TWR, IRR, Multiples, etc.)
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Coordinate investment amendments/consents with investment professionals
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Participate on investment update calls and prepare/review memo summary
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Review data utilized by Investor Relations as part of investor presentations and fundraising efforts

Requirements

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Education:

Minimum of a B.S. degree in Finance, Economics, or Accounting
MBA, CFA, or CPA is a plus

Experience Required:

7+ years of related financial experience is required, which may include public accounting
2+ years of experience working at a Private Fund or Secondaries firm strongly desired

General Requirements:

Solid management team skills including staff development
Strong relationship building skills with internal business clients
Advanced computer skills including Microsoft Office, eFront Software is a plus
Dependable, great attitude, highly motivated and a team player
High accuracy and detail oriented

What We Offer

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The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$140,000 - $180,000

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.