Senior Private Equity Operations Analyst
Core
Execute and manage the operational lifecycle of private equity deals, including approval, settlement, IPOs, and corporate actions.
Role type
Senior Private Equity Operations Analyst
Builds
Private equity investment portfolios and operational workflows
Domain
Private Equity / Capital Markets
Required skills
Private equity lifecycle management, legal document analysis, covenant tracking, reconciliation, process optimization, SQL, PowerBI, Tableau, Excel macros
Preferred skills
Experience with Dynamo, EDGAR, IVP, Bellwether, Geneva platforms, AI tools
Technologies
Dynamo, EDGAR, SEC.gov, IVP, Bellwether, Geneva, SQL, PowerBI, Tableau, Excel macros, AI
Responsibilities
Execute private equity deal lifecycle components from approval to liquidity exit; coordinate with legal counsel, investors, and trading teams; analyze investment legal documentation; track covenants and position changes; resolve reconciliation discrepancies; adapt processes and systems for new funds; support data needs for performance and LP reporting.
Seniority
Senior, hands-on IC
