CareerPlan

Investment Banking Associate - Private Capital Advisory, GP-Led Secondaries

New York, New YorkFull-time$175k2026-09-01 → 2026-11-11

Core

Lead in-depth analyses, due diligence, financial modeling, and documentation to support high-quality GP-led secondary transactions for financial sponsors and their investors.

Role type

Investment Banking Associate (Private Capital Advisory)

Builds

GP-led secondary transaction solutions (continuation vehicles, spin-outs, strip sales, NAV loans, tender offers)

Domain

Private Equity / Secondary Markets

Required skills

Financial modeling, due diligence, valuation, accounting, finance, writing, verbal communication, computer skills, leadership, coaching

Preferred skills

Prior investment banking experience, secondary advisory role experience, 1+ years as Investment Banking Associate

Technologies

Financial modeling tools, presentation software

Responsibilities

Lead due diligence, research, analysis and documentation of potential and live transactions; Lead extensive financial modeling to analyze GP-led transactions; Develop, produce and deliver proposals and presentations to clients and prospects; Engage with analysts in the development of marketing materials; Participate in growth of the team, facilitating analyst development; Act as "on the job" mentor for analysts

Seniority

Associate, hands-on IC with mentorship duties