Private Equity – Fixed Income – Research

Role Description

The Private Equity – Fixed Income – Research role is responsible for providing in-depth financial analysis, market evaluation, and investment insights across both private equity and fixed income segments. This position contributes directly to portfolio strategy by assessing investment opportunities, evaluating risk profiles, and delivering analytical support that informs decision-making. The role works closely with portfolio managers, investment committees, and cross-functional teams to produce high-quality research that strengthens overall investment performance.

Core responsibilities include performing comprehensive due diligence on private equity opportunities, reviewing company financials, analyzing business models, and assessing long-term value creation potential. The role involves building valuation models, conducting scenario analyses, and evaluating exit strategies to support investment decisions. For fixed income, the role includes credit analysis, monitoring issuer fundamentals, evaluating yield characteristics, and assessing macroeconomic and market conditions affecting fixed income performance.

The position requires preparing detailed research reports, investment memos, and presentations that communicate findings clearly and support portfolio allocation decisions. The analyst monitors existing investments, tracks performance indicators, and identifies risks or opportunities that may impact portfolio value. Additional responsibilities include monitoring industry trends, regulatory changes, and market movements to ensure timely insight and proactive positioning.

Success in this role requires strong analytical and quantitative skills, attention to detail, and the ability to interpret complex financial information across diverse asset classes. The analyst must demonstrate proficiency in financial modeling, valuation frameworks, credit assessment, and research methodologies. Strong communication skills are essential for presenting findings to stakeholders and supporting investment discussions.

Through rigorous analysis, structured evaluation, and strategic insight, the Private Equity – Fixed Income – Research role supports informed investment decision-making, enhances portfolio resilience, and contributes to long-term value creation across private and public market investments.

Qualifications

• Strong background in financial analysis, investment research, and valuation
• Proficiency in private equity due diligence, financial modeling, and company assessment
• Knowledge of fixed income instruments, credit metrics, and market risk evaluation
• Ability to interpret macroeconomic trends, market data, and industry developments
• Skilled in preparing investment memos, research reports, and analytical summaries
• Strong analytical thinking, quantitative skills, and attention to detail
• Ability to support portfolio managers with insights that drive investment strategy
• Familiarity with research tools, analytical platforms, and financial databases