Director, Research (Private Equity)

Prime Buchholz LLC • Portsmouth, NH

just now • Hybrid

About The Position

The Research Analyst provides research support and analytical insight across a broad range of investment and operational initiatives. You will work closely with members of the research team to support data gathering, market and manager research, due diligence, and the development of research and educational materials. In addition, the Research Analystill contribute to both ongoing and long-term research projects, with a primary focus on private equity and real assets (both private and public), while collaborating across asset classes and engaging with teams throughout the Firm. This position is based in Portsmouth, NH or Boston, MA.

Requirements

• Bachelor’s degree in finance or business-related field (preferred but not required)
• Interest in pursuing CFA, CAIA and/or other related degree-program(s) over time
• 1-3 years of investment experience
• Ability to thrive in a fast paced, deadline-oriented office environment
• Willingness to periodically travel between offices, to conferences, manager meetings, etc.

Nice To Haves

• Experience using systems such as QuickBase, tableau, investment metrics, FactSet, and/or Refinitiv preferred

Responsibilities

• Assist with private equity and real assets manager due diligence, monitoring, and manager searches, including data review and analysis
• Support market, universe, and peer research projects under the guidance of senior team members
• Participate in manager calls and meetings and prepare summaries and research notes
• Contribute to asset class committee materials, reports, and presentations for internal and external use
• Review and summarize information from manager materials, due diligence documents, and external data sources
• Generate and distribute performance, market, and economic reports using research platforms such as PitchBook, Refinitiv, FactSet, and Tableau
• Collaborate with research team members across asset classes to support research initiatives and team workflows

Benefits

• Flexibility & Balance: Enjoy the flexibility of working from home up to two days a week, with a weekly anchor day in the office to foster team collaboration and connection.
• Savings: Plan for your future with our 401(k) match and profit-sharing program, designed to help you build long-term financial security.
• Community: We support your commitment to giving back with matching charitable contributions and paid volunteer time for causes that matter to you.
• Time: Take time to recharge with our flexible time-off policy and 11 paid holidays. Plus, we offer additional time off to support you through life’s major milestones, including family growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees