CareerPlan

Sr Analyst / Associate, Private Equity & Junior Capital

Charlotte, NC, USFull-time$110k–$150k2026-10-21 → 2026-11-09
On-site

Core

Perform quantitative and qualitative analysis to underwrite investment opportunities across Private Equity and Junior Capital, including due diligence, financial modeling, and portfolio monitoring.

Role type

Senior IC investment analyst (private equity & junior capital)

Builds

Investment recommendations, internal memoranda, and portfolio performance reports for private equity firms and their portfolio companies.

Domain

Private Equity & Junior Capital (Mezzanine, Leveraged Loans, Secondaries)

Required skills

Financial statement analysis, Financial modeling, Excel, PowerPoint, Accounting knowledge, Capital markets structuring, Due diligence, Investment research

Preferred skills

Private equity background, Mezzanine finance, Leveraged loans, Equity research, Secondaries, M&A, Business development, Investor relationship management

Technologies

Excel, PowerPoint

Responsibilities

Underwrite investment opportunities, Prepare internal memoranda, Monitor portfolio investments, Develop relationships with private equity firms, Participate in due diligence meetings

Seniority

Senior, hands-on IC