Investment Analyst
Core
Support business management, investment oversight, and client service needs for private investment products, specifically focusing on private equity strategies.
Role type
Investment Analyst (Private Equity)
Builds
Private equity products and client-facing materials
Domain
Private Markets / Private Equity
Required skills
Performance and portfolio analysis, Fund document preparation, RFP management, Data synthesis, MS Excel mastery, Investor due diligence support, Sales and relationship management support, Investment strategy development
Preferred skills
CFA or CAIA progress, Entrepreneurial spirit, Presentation skills, Independent and collaborative work
Technologies
MS Excel