Investment Banking Associate, Secondary Advisory
Core
Strategic advisor to alternative asset managers and institutional investors on private market liquidity solutions, including GP-led secondaries, portfolio transactions, and fund restructurings.
Role type
Investment Banking Associate (Secondary Advisory)
Builds
Liquidity solutions for private equity sponsors and institutional investors
Domain
Private Capital / Alternative Investments
Required skills
Financial modeling, Valuation analysis, Due diligence coordination, Client presentation development, Transaction execution, Portfolio performance analysis
Preferred skills
GP-led transaction experience, Private credit/infrastructure knowledge, Direct client interaction, Analyst management
Technologies
Microsoft Excel, PowerPoint
Responsibilities
Lead execution workstreams for GP-led secondary transactions; Develop and review complex financial models and valuation analyses; Prepare confidential marketing materials and investor presentations; Coordinate financial, operational, and commercial due diligence; Manage transaction timelines and support communication among clients and investors; Mentor Analysts and review their analytical work products.
Seniority
Mid-level IC (3-5 years experience)