Investment Analyst
Core
Support business management, investment oversight, and client service for private investment products, specifically focusing on private equity strategies.
Role type
Investment Analyst (Private Equity)
Builds
Private equity products and related client services
Domain
Private Markets / Private Equity
Required skills
Performance and portfolio analysis, Fund document preparation, RFP management, Data organization and synthesis, MS Excel mastery, Verbal and written communication
Preferred skills
CFA or CAIA progress, Entrepreneurial spirit, Presentation skills, Independent and collaborative work
Technologies
MS Excel
Responsibilities
Support Investment Directors and Specialists in product management and business activities; Perform analytical work on performance/IRR, risk, and portfolio analysis; Prepare and review fund documents, content, and marketing materials including RFPs; Assist in technology initiatives; Support sales and relationship management activities including fundraising and investor due diligence; Participate in client and prospect meetings to communicate investment philosophy and performance.
Seniority
Mid-level, hands-on IC