Private Equity

You are a strategic thinker passionate about driving solutions in Private Equity. You have found the right team.

As a Private Equity Analyst within our Global Alternatives team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.

Job Responsibilities

1. Create client materials including portfolio reviews, performance analytics, and benchmarking.
2. Maintain and improve ad-hoc data requests for clients.
3. Develop and update analytical models and Excel templates for client and prospect needs.
4. Support commitment modeling and cash flow projections.
5. Liaise with information management colleagues to streamline client data and reporting.
6. Automate and verify client data and reporting processes.
7. Complete requests for proposal (RFPs) and requests for information (RFIs).
8. Respond to due diligence questionnaires and client/consultant questionnaires.
9. Assist in creating and updating marketing collateral such as pitch books and educational pieces.
10. Monitor industry databases and publications for relevant information.
11. Collaborate with client service managers and technology team.

Required qualifications, capabilities, and skills

1. MBA with atleast 2 years of experience.
2. Experience in Alternatives, investor relations, data analytics, or accounting .
3. Skilled in Microsoft Excel.
4. Proficient in Microsoft Word and PowerPoint.
5. Possesses organizational and time management skills with strong attention to detail.
6. Demonstrates analytical skills and financial modeling aptitude.
7. Ability to prioritize a variety of responsibilities and ad-hoc requests in a fast-paced client-facing environment.
8. Ability to learn and execute new tasks quickly and in real-time.
9. Self-motivated with a strong work ethic.
10. Willingness to work in a team-oriented, collaborative environment.
11. Experience using industry databases and publications (i. e. , Pitchbook, Preqin, Capital IQ, Thompson Reuters, etc. ).

Preferred qualifications, capabilities, and skills

1. CFA is a plus.

You are a strategic thinker passionate about driving solutions in Private Equity. You have found the right team.

As a Private Equity Analyst within our Global Alternatives team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.

Job Responsibilities

1. Create client materials including portfolio reviews, performance analytics, and benchmarking.
2. Maintain and improve ad-hoc data requests for clients.
3. Develop and update analytical models and Excel templates for client and prospect needs.
4. Support commitment modeling and cash flow projections.
5. Liaise with information management colleagues to streamline client data and reporting.
6. Automate and verify client data and reporting processes.
7. Complete requests for proposal (RFPs) and requests for information (RFIs).
8. Respond to due diligence questionnaires and client/consultant questionnaires.
9. Assist in creating and updating marketing collateral such as pitch books and educational pieces.
10. Monitor industry databases and publications for relevant information.
11. Collaborate with client service managers and technology team.

Required qualifications, capabilities, and skills

1. MBA with atleast 2 years of experience.
2. Experience in Alternatives, investor relations, data analytics, or accounting .
3. Skilled in Microsoft Excel.
4. Proficient in Microsoft Word and PowerPoint.
5. Possesses organizational and time management skills with strong attention to detail.
6. Demonstrates analytical skills and financial modeling aptitude.
7. Ability to prioritize a variety of responsibilities and ad-hoc requests in a fast-paced client-facing environment.
8. Ability to learn and execute new tasks quickly and in real-time.
9. Self-motivated with a strong work ethic.
10. Willingness to work in a team-oriented, collaborative environment.
11. Experience using industry databases and publications (i. e. , Pitchbook, Preqin, Capital IQ, Thompson Reuters, etc. ).

Preferred qualifications, capabilities, and skills

1. CFA is a plus.