SLC Management · 3 hours ago
Associate, Portfolio Management - SLC Management
Boston, MA
Full-time
Hybrid
Entry Level
$75K/yr - $133K/yr
2+ years expSLC Management is a growing global asset management firm providing innovative investment solutions. The Associate in Portfolio Management will support the Managing Director and play a pivotal role in managing Private Fixed Income client portfolios, focusing on portfolio construction and asset allocation.
Financial ServicesInsuranceVenture Capital
Responsibilities
Demonstrated expertise in portfolio construction, SMA mandate design, and fixed income analytics, with a strong performance track record
Lead preparation of quarterly client updates, presentations, and due diligence packages
Conduct and enhance portfolio analytics to support portfolio management decisions and SMA mandate design
Review and assess eligible assets for allocation across funds and SMAs to ensure adherence to credit quality, diversification, and investment guidelines
Collaborate with Portfolio Managers, Client Service, and other stakeholders to address client queries and support investor confidence
Identify information required and help coordinate responses for prospect Requests for Proposals (“RFP”)
Participate in client and prospect meetings to discuss portfolio positioning, performance drivers, and investment pipeline
Qualification
Required
Demonstrated expertise in portfolio construction, SMA mandate design, and fixed income analytics, with a strong performance track record
Lead preparation of quarterly client updates, presentations, and due diligence packages
Conduct and enhance portfolio analytics to support portfolio management decisions and SMA mandate design
Review and assess eligible assets for allocation across funds and SMAs to ensure adherence to credit quality, diversification, and investment guidelines
Collaborate with Portfolio Managers, Client Service, and other stakeholders to address client queries and support investor confidence
Identify information required and help coordinate responses for prospect Requests for Proposals (“RFP”)
Participate in client and prospect meetings to discuss portfolio positioning, performance drivers, and investment pipeline
Client-focused and entrepreneurial mindset
Strong analytical, problem-solving, and detail-oriented aptitude
Team player that works well in cross-functional situations
Ability to prioritize work and manage against tight deadlines
Excellent communication skills with ability to explain complex concepts clearly
Understanding of investment grade private credit portfolios and deal types
Preferred
2+ years experience at an asset manager, financial institution, or consulting firm. Familiarity with PFI considered a strong asset
University or other post-Secondary education in a relevant field (e.g. Finance, Accounting or Mathematics)
CFA, CIM, CPA or MBA designation considered an asset
Advanced Excel and PowerPoint skills required; Bloomberg and Aladdin considered an asset
Benefits
Generous vacation and sick time
Market-leading paid family, parental and adoption leave
Partially-paid sabbatical program
Medical plans
Company paid life and AD&D insurance
Disability programs
401(k) plan with an employer-paid match
Employer-funded retirement account
Company
SLC Management
For over ten years, SLC Management has helped our clients meet their long-term income and capital appreciation objectives by creating value through our disciplined and diversified approach to investment management.
501-1000 employees
H1B Sponsorship
SLC Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (27)
2023 (18)
2022 (18)
2021 (12)
2020 (13)
Funding
Current Stage
Late StageLeadership Team
Candace Shaw
Deputy Chief Investment Officer & Chief Operating Officer
D
Daniel Bernholtz
Senior Director, Private Fixed Income
Recent News
Fintechnews Middle East
2025-12-19
Private Debt Investor
2025-12-06
2025-12-02
Company data provided by crunchbase