Analyst, Private Equity (Funds, Co-Investments and Secondaries)
Core
Analyst supporting external private equity fund commitments, co-investments, and secondary transaction processes for a $36B global portfolio.
Role type
Junior Private Equity Analyst (Fund & Co-Investments)
Builds
Investment thesis, screening tools, due diligence reports, and exit recommendations for private equity funds and direct investments.
Domain
Private Equity / Alternative Investments
Deliverable
client delivery
Required skills
Financial modeling, valuation, research, analytical skills, business acumen, project management
Preferred skills
CFA candidate status, proficiency with Capital IQ and Bloomberg
Technologies
Capital IQ, Bloomberg
Responsibilities
Screen and analyze private equity fund and co-investment opportunities; perform fundamental valuation and financial modeling for secondary transactions; conduct due diligence and review financial projections; monitor assigned investments and track performance metrics; prepare investment memorandums and IC materials for exits.
Seniority
Analyst, entry-level to 2 years experience