Investment Analyst - Private Markets
Core
Support the investment team in underwriting new mandates, monitoring existing portfolios, and conducting tailored research for Corporate, Insurance, Pension, and 401k portfolios across private equity, venture capital, private credit, and public markets.
Role type
Investment Analyst (Private Markets)
Builds
Investment portfolios for institutional clients
Domain
Private Markets / Institutional Asset Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
quantitative analytical skills, financial modeling, due diligence assessment, performance metrics analysis, industry and market research, transaction reconciliation, portfolio construction support
Preferred skills
CFA or CAIA designation, familiarity with private markets investing
Technologies
NASDAQ TopQ, Pitchbook, FactSet, DealEdge, MS Office Products
Responsibilities
Monitor existing investments by attending review meetings and preparing research notes; Support due diligence underwriting by assessing fund offering documents and financial models; Evaluate investment performance against benchmarks and expected risks; Prepare analytics and performance reports; Conduct industry and manager-level research; Reconcile transactions and valuations with operations teams; Assist in preparing Investment Committee materials
Seniority
Mid-level, hands-on IC