Associate Vice President (AVP), Portfolio Analytics

  • West Hartford
  • Ares Management

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description The Ares Secondaries team specializes in secondary market transactions of private equity, real estate, and infrastructure investments with AUM of approximately $22 billion as of December 31, 2022. The Portfolio Analytics team is currently looking to hire a Manager/Senior Manager to join our dynamic Finance team of approximately 40 professionals located in our West Hartford, CT, Boston, MA and New York, NY locations. The Manager/Senior Manager will help oversee and develop junior team members, as well as engage with key team members across Secondaries Deal Teams, Accounting, and Investor Relations. The ideal candidate will possess private equity or real estate fund or 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. Specific Responsibilities Supervise analysts and associates Provide ongoing training and feedback to staff and interns Work with investment professionals to assist in portfolio monitoring Perform detailed review of quarterly investment report valuations, including diversification metrics as well as valuation gains and losses Prepare or review documentation for quarterly investor reports, as well as performance returns at a portfolio and fund level (TWR, IRR, Multiples, etc.) Review and understand complex fund vehicles and structures Prepare or review analysis of valuation changes and drivers across portfolio investments Process investment amendments/consents with investment professionals Participate on investment update calls and prepare/review memo summary Review data utilized by Investor Relations as part of investor presentations and fundraising efforts Qualifications Education: Minimum of B.S. degree in Finance, Economics, or Accounting MBA, CFA, or CPA is a plus Experience Required: 8-10+ total years of related financial experience, which may include public accounting 4+ years of experience working in private equity or private real estate industry strongly desired Solid computer skills including Microsoft Office, eFront Software a plus General Requirements: Solid staff development skills Strong sense of ownership and accountability High accuracy and detail orientation, while following deliverable dates Comfortable working independently or as part of a team Dependable, great attitude, highly motivated and a team player Compensation 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. $150,000 - $170,000 Benefits 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. #J-18808-Ljbffr