Head of Portfolio Management

Evolution Credit Partners, headquartered in Boston, Massachusetts, manages approximately $3.5 billion across a range of synergistic credit strategies. Evolution's credit platform provides bespoke financing solutions across the credit spectrum.

The Head of Portfolio Management will play a pivotal role in the success of our private credit firm by institutionalizing and optimizing the portfolio management process across the organization. This individual will be responsible for automating technology solutions for portfolio company data, establishing robust reporting systems, and monitoring performance and risk metrics at both the fund and firm levels. Working closely with Investment, Finance, Risk, and IT teams, the Head of Portfolio Management will ensure that detailed dashboards, push reporting, and proactive alert systems are implemented to drive transparency, accuracy, and effective decision‑making. This role requires a strategic, hands‑on leader with deep expertise in private credit, portfolio analytics, and technology‑driven process improvement.

The role will entail the following :

Institutionalize the Portfolio Management Process :

• Develop and implement comprehensive processes that standardize portfolio management across the firm.
• Ensure that best practices are integrated into daily operations to enhance efficiency and data integrity.
• Undertake detailed modeling and analysis in support of the firm’s fund activities and investments.

Automation of Technology Solutions :

Valuation and Quarterly Review :

Detailed Push Reporting and Dashboard Development :

Performance Metrics and Attribution Analysis :

Alerts and Compliance Processes :

Benchmark and Risk Monitoring :

Cross‑Functional Collaboration and Continuous Improvement :

Skills, experience and education :

Seniority level : Executive

Employment type : Full‑time

Job function : Finance and Sales

Industries : Investment Management

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