Analyst, Alternative Investments

Loews Corporation•New York, NY

1d•Onsite

About The Position

The Analyst, Alternative Investments will work directly with a Senior Portfolio Manager and two experienced Alternative Investments team members to determine new fund and co-investment opportunities, make investment recommendations, and assist with portfolio monitoring and internal presentations.

Requirements

Bachelor’s degree in economics, business/finance, or accounting with a strong record of academic achievement
2 years of investment banking, as a Private Equity/Private Credit placement agent or in a funds’ advisory group with career interest as an LP (Limited Partner/ fund investor) rather than a Private Equity firm career track
Alternatively, 2+ years in management consulting
Alternatively, 1-2 years of private markets experience in an investment role at a public or corporate pension, endowment, foundation, fund-of-funds, insurance company, investment/asset management firm, or as an investment consultant
Deep understanding of accounting/balance sheet analysis, finance, and financial markets
Strong interest in Alternative Investments, with an emphasis on Private Equity and Private Credit funds
Public markets or hedge fund experience a plus, including familiarity with Bloomberg
Experience with private markets tools a plus, including but not limited to: iLevel, Cobalt, Pitchbook
Strong technical skills and attention to detail, with proficiency in the MS Office Suite
Familiarity with AI tools, including ChatGPT, Claude, and Power Automate/Copilot
Willingness to support team success as needed and to work effectively in a team environment

Responsibilities

Assist in conducting manager and co-investment research, due diligence, and monitoring the existing portfolio
Manage and track due diligence processes for new Private Equity fund, Private Credit fund, and equity co-investment commitments
Prepare investment memos for new fund commitments and co-investments
Review fund and co-investment legal documents alongside in-house legal counsel
Analyze key monthly and quarterly performance drivers
Assume key role in portfolio monitoring workflows and processes, including monthly cash flow and performance reporting
Conduct analysis on portfolio diversification, cash flow, and long-term forecasting
Represent Loews externally and, at times, independently at annual/quarterly fund meetings as required and summarize key meeting highlights
Handle ad hoc projects and prepare internal presentations
Monitor and interpret key developments in the private markets