Asset & Wealth Management, Alternative Capital Markets, Liquidity Solutions Analyst - New York
About The Position
Alternative Capital Markets (ACM) is a global team of over 60 alternative investment professionals across eight offices, managing over $120 billion in assets under supervision. ACM serves institutions, foundations, family offices, and high-net-worth individuals. The team designs the Wealth Alternatives platform, encompassing private equity, growth/venture capital, private credit, private real estate, hedge funds, co-investments, and impact private investing. Offerings include AM Private, XIG, and external investment strategies, along with private company access through internal and external referrals. ACM's capital markets business manages the entire alternative investment lifecycle, from sourcing to client solutions, including a discretionary offering for programmatic platform access, an in-house liquidity platform (QMS), and dedicated platform management. The Liquidity Solutions business within ACM is experiencing significant growth due to increased private asset commitments from private wealth investors and the inherent need for liquidity. This team focuses on various offerings such as a quarterly auction process, tail-end fund liquidity sales, and strategic transactions for specific platform assets.
Requirements
- Bachelors Degree or higher.
- 1–3 years of experience in investment banking, secondary advisory, private equity, valuations, or a highly analytical role within asset management.
- Strong financial modeling, valuation, and quantitative skills.
- High proficiency in Microsoft Excel and PowerPoint.
- Excellent written and verbal communication skills, with the ability to clearly articulate financial concepts.
- Strong project management skills and the ability to manage multiple transaction timelines simultaneously.
- High attention to detail, strong commercial awareness, and a proactive, self-starter attitude.
Nice To Haves
- Active Series 7 and Series 63 licenses preferred or the ability to obtain them shortly after joining
Responsibilities
- Build and maintain financial models to value private equity, venture capital, private credit, and real estate fund portfolios or direct private assets.
- Perform net asset value (NAV) reconciliations, historical performance analysis, and pricing analyses to help establish market-clearing price expectations.
- Conduct industry and manager-specific research to support underwriting assumptions and track secondary market pricing trends.
- Draft high-quality marketing materials, including teasers, Confidential Information Memorandums (CIMs), and client pitchbooks for secondary transactions.
- Set up and manage virtual data rooms (VDRs), coordinate the due diligence process, and track diligence during transactions.
- Compile, analyze, and synthesize bids received during auction processes, preparing comparison sheets and pricing summaries for senior team members and clients.
- Assist in identifying, profiling, and targeting potential secondary buyers (e.g., dedicated secondary funds, pension funds, family offices) and sellers.
- Work alongside legal, compliance, and external managers to facilitate the execution of transfer agreements and transaction closings.
- Assist in preparing regular transaction status updates and presentations for advisory clients.
Benefits
- Discretionary bonus
- Valuable and competitive benefits and wellness offerings
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
