Analyst, PWM Private Capital
Core
Provide detailed analysis and execution support for private capital investments (private equity and venture capital) to ultra-high net worth clients, covering opportunity screening, due diligence, and portfolio monitoring.
Role type
Analyst, Private Capital
Builds
Investment recommendations, financial models, client-ready materials, and portfolio performance reports.
Domain
Private Equity / Venture Capital
Required skills
Financial modeling, valuation analysis, due diligence, deal execution coordination, financial statement analysis, market research, data room management, CRM maintenance.
Preferred skills
Investment banking training, corporate finance training, market data systems, CRM systems, investment analysis systems.
Technologies
Microsoft Excel, Microsoft PowerPoint, market data systems, CRM systems, investment analysis systems.
Responsibilities
Analyze prospective private capital opportunities and develop preliminary recommendations on investment fit, quality, risk, and return potential. Build and maintain integrated financial models, valuation analyses, capitalization tables, transaction scenarios, and sensitivity cases. Perform financial analyses of revenue and margin drivers, cash flow, working capital, capital expenditures, leverage, and capital structure. Conduct company, industry, market, and competitive research and translate findings into actionable investment insights. Support due diligence across financial, commercial, operational, legal, tax, and compliance workstreams; identify and escalate key issues. Prepare comparable company, precedent transaction, discounted cash flow, and return analyses, as appropriate to the opportunity. Coordinate deal execution processes, including data room review, diligence trackers, management calls, internal reviews, offering trackers, and closing workstreams. Draft general investment and Investment Committee materials, advisor presentations, client materials, and transaction updates. Assess deal structures, sources and uses, ownership and dilution, downside protection, and potential exit scenarios with senior guidance. Monitor portfolio company performance against investment assumptions and prepare recurring performance and valuation updates. Partner with advisors on opportunity-specific analyses and information needed to support client conversations and new business activity. Maintain accurate pipeline, CRM, investment, and reporting records.
Seniority
Analyst, entry-level to junior IC