Private Equity & Alternative Investments Analyst
On-sitePalm Beach Gardens, Florida, United States
Job Summary
Conduct investment research, analyze manager performance, and prepare investment memoranda for private equity, private credit, and real assets opportunities. Support operational due diligence, monitor approved funds, and develop educational content for advisors and clients regarding private capital allocations. Requires strong analytical skills, proficiency in Excel and PowerPoint, and familiarity with fund structures and secondary strategies. Bachelor's degree in finance or related field with 1-5 years of experience in investment management or consulting. 1st shift in the United States; eligible for medical, dental, vision, and 401k benefits.
Required Qualifications
- Bachelor's degree in finance, Economics, Accounting, Business, Mathematics, or related field
- 1-5 years of experience in: Private equity, Investment management, Investment banking, Consulting, Asset management, Manager research, Corporate finance
- Strong analytical, research, and quantitative skills
- Maintain knowledge of evolving fund structures, evergreen vehicles, co-investment programs, continuation vehicles, and secondary strategies
- Advanced proficiency in Microsoft Excel and PowerPoint
- Language Fluency: English (Required)
- Work Shift: 1st shift (United States of America)
Desired Qualifications
- Experience conducting investment due diligence on private equity managers and funds
- Familiarity with private equity fund structures including legal and subscription documentation
- Progress toward or attainment of professional designations such as: CFA or CAIA
- Experience with investment databases and research platforms such as Preqin, PitchBook, CAIS
- Understanding of portfolio construction and asset allocation principles for private market investments
- Experience supporting high-net-worth or institutional investors
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