Evolution Credit Partners
Title: Portfolio Management Associate
Location: Boston, MA (NY will be considered)
Work Schedule: In office Monday–Thursday; Friday work-from-home (WFH); fully remote during August.
Evolution Credit Partners, a Boston-based alternative credit manager founded in 2018 with an office in New York City, provides custom financing solutions across the capital structure for private and public companies. We offer a flexible suite of products across the capital structure and use cases including cash flow facilities, asset-based facilities and short-term facilities designed to help businesses address their liquidity needs, support growth, optimize capital structures, create working capital efficiency and allow counterparties to maintain critical commercial relationships.
Role Description:
The Portfolio Management Associate will serve as the operational backbone of the Portfolio Management function. Working closely with the Head of Portfolio Management, this individual will help build the reporting, data, and dashboard infrastructure. The role encompasses designing how the firm will see risk and performance in real time, supporting quarterly valuations, and building the systems that scale as the platform grows. It is positioned for growth, with opportunities to take on broader portfolio and investment work as the platform scales.
The role will entail the following:
Portfolio & Risk Monitoring
- Run point on portfolio monitoring, surfacing material developments, covenant triggers, and risk threshold breaches for escalation to the Head of Portfolio Management and Deal Team
- Own the Firmwide credit watch list, keeping it current as positions evolve
- Stay ahead of amendment activity across the portfolio and prepare summaries for deal team and PM review
- Aggregate borrower data by fund — consolidating positions, financials, and exposures into a single, fund-level view that the investment team can act on.
- Build and maintain performance models at both the borrower and fund level — translating raw data into return, yield, and attribution analytics that inform investment decisions
Portfolio Data & Infrastructure
- Stand up the data layer — getting portfolio company financials into the firm's systems so every data points the investment team relies on is accurate and current
- Ensure data integrity across all fund-level and firm-level holdings; identify and resolve discrepancies
- Drive automation initiatives — building data pipelines and templates that replace manual work, in collaboration with IT and technology vendors
- Reporting & Firm-Wide Transparency
- Build and run the daily, weekly, and monthly reporting cadence that keeps the firm on top of fund holdings, KPIs, performance, and attribution
- Assist in building the firm's real-time dashboards, then own their accuracy and timeliness for stakeholder consumption
- Assist in developing new reporting templates and visualizations as needed by internal stakeholders
Quarterly Valuation Support
- Assist in coordinating quarterly portfolio reviews, including compiling company-level performance packages and supporting documentation
- Liaise with the third-party valuation firm to provide required data inputs and track deliverable timelines
- Update valuation models and attribution analyses following quarterly review completion
- Guideline Compliance & Risk Alerts
- Safeguard investment guideline compliance and allocation targets, escalating deviations in real time
- Keep the firm's alert systems sharp, ensuring they catch what matters before it becomes an issue
Cross-Functional Support
- Collaborate with Investment, Operations, Finance, Risk, and IT teams to support seamless data flows and process execution
- Prepare ad hoc analyses and presentations as requested
Skills, Experience, and Education:
- Bachelor’s degree in finance, Economics, Accounting, or a related field required; CFA progress a plus
- 5+ years of experience in portfolio management, credit analysis, fund administration, or a related function within private credit or alternative investments
- Strong data analysis skills and proficiency in Excel, with familiarity with portfolio management or data visualization platforms (e.g., Allvue, Power BI, Power Query, Snowflake or similar)
- Experience with data aggregation workflows and data mapping; exposure to automation tools (Power Automate, Python, VBA, or similar) a plus
- Experience designing or scaling reporting and dashboard systems from early stage — comfortable working in greenfield environments where process and tooling are still being defined
- Hands-on experience applying AI and large language models (LLMs) to investment processes, including company research, financial analysis, industry monitoring, data synthesis, and workflow automation
- High attention to detail with strong organizational skills and the ability to manage multiple recurring deliverables simultaneously
- Effective communicator who can synthesize complex data into clear outputs for diverse stakeholders
Equal Opportunity Employment Statement:
Evolution Credit Partners is an equal opportunity employer. We do not discriminate on the basis of race, color, sex, gender identity or expression, age, religion, national origin, ancestry, ethnicity, disability, veteran status, genetic information, sexual orientation, marital status, or any other characteristic protected by applicable law. Reasonable accommodations will be made for qualified individuals with known disabilities.
