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 Corporate, Insurance, Pension, and 401k clients
Domain
Private Markets / Institutional Asset Management
Required skills
quantitative analytical skills, financial modeling, due diligence, performance monitoring, industry research, data reconciliation
Preferred skills
CFA or CAIA designation, familiarity with private markets investing
Technologies
NASDAQ TopQ, Pitchbook, FactSet, DealEdge, MS Office
Responsibilities
Monitor existing investments by attending review meetings and preparing research notes; support due diligence by assessing fund offering documents and financial models; evaluate investment performance against benchmarks; prepare analytics and performance reports; conduct market and manager-level research; reconcile transactions and valuations with Investment Operations; assist in preparing Investment Committee materials.
Seniority
Mid-level, hands-on IC