Private Equity Specialist
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)