Associate, Portfolio Analytics
About The Position
The Ares Secondaries team specializes in secondary market transactions of private equity, real estate, credit, and infrastructure investments with AUM of approximately $38 billion as of September 30, 2025. The team is currently looking to hire an Associate, Portfolio Analytics in our NY or West Hartford, CT locations to join our dynamic Finance team of approximately 60 professionals located across our West Hartford, CT, Boston, MA and New York, NY locations. The ideal candidate will possess investment analysis, accounting, or private equity / fund of funds experience with a basic 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.
Requirements
- Bachelor’s degree in accounting or finance
- Approximately 2-3 years’ experience in investment analysis, accounting, or related field
- Strong record of academic achievement and will be self-motivated
- Ability to work both independently and as a productive member of a team
- Strong financial analysis, writing and presentation skills
- Proficient in Microsoft Excel and Word
- Strong work ethic, detail oriented and strong organization skills
- Minimum GPA of 3.4
Nice To Haves
- basic understanding of fund reporting
- basic partnership accounting
- performance metrics
Responsibilities
- Work with investment professionals to assist in portfolio monitoring
- Perform detailed analysis of quarterly investment report valuations, including diversification metrics as well as valuation gains and losses
- Prepare support for quarterly investor reports, as well as performance returns at a portfolio and fund level (TWR, IRR, Multiples, etc.)
- Prepare analysis of valuation changes and drivers across portfolio investments
- Prepare quarterly investor reports with supporting schedules and documentation
- Process investment amendments/consents with investment professionals
- Provide data to Investor Relations as part of investor presentations and fundraising efforts
Benefits
- 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)
- Commuter Benefits plan for parking and transit
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
