CareerPlan

Private Equity Specialist

New York, NY, USFull-time$88k2026-11-06 → 2026-11-09
Hybrid

Core

Support portfolio construction and management for advisory and delegated client accounts in the North America Private Equity Funds team.

Role type

Private Equity Specialist (IC)

Builds

Due diligence reports, fund evaluations, and portfolio management support

Domain

Private Equity / Alternative Investments

Required skills

Due diligence execution, portfolio construction, manager selection, quantitative analysis, Excel proficiency

Preferred skills

MBA, CFA, CAIA, AI tools fluency

Technologies

Excel, MS Office (Outlook, Word, PowerPoint)

Responsibilities

Attend manager meetings and perform reference calls, analyze historical returns and summarize pros/cons, prepare reports and presentations for the Investment Committee, support global research efforts, mentor junior staff

Seniority

Mid-level (3-5 years experience)