Private Equity & Alternative Investments Senior Analyst
About The Position
The Senior Private Equity & Credit Analyst leads or co-leads sourcing, due diligence, selection, underwriting, approval, implementation, onboarding, and ongoing monitoring of private market investments. Strategies include private equity, private credit, private real assets, secondaries, co-investments, fund-of-funds, and evergreen vehicles designed for high-net-worth and private wealth investors. The role includes preparing investment memoranda, investment committee recommendations, manager reviews, and ongoing diligence and monitoring materials. The analyst helps develop, manage, and enhance Truist’s private capital platform across bank and brokerage wealth channels, including manager selection, platform construction, product lifecycle management, advisor support, and expansion of institutional-quality private market offerings. Acting as a private markets subject matter expert and a link between the Private Capital team, product partners, advisors, and clients, the analyst provides investment education, portfolio construction guidance, and support to advisors, clients, prospects, and centers of influence. The role also supports business development, client and prospect engagements, RFP responses, portfolio construction and allocation assessments, customized advisory projects, and presentations. The analyst represents the Private Capital team at internal and external events, sharing thought leadership, market insights, and expertise on private markets across the Truist Wealth footprint.
Requirements
- 10+ years of experience in manager research or due diligence of private capital funds, including investment due diligence, operational due diligence, or experience in hedge fund investment manager research.
- Experience should include sourcing, implementation, education, allocation, portfolio construction, and client advisory.
- Bachelor’s degree in finance, accounting, statistics, economics, or a related discipline or field of study.
- Strong knowledge of investment management and manager research or due diligence relating to private capital investments, as well as current research methods and instruments.
- Excellent research, analytical, reasoning, problem-solving, interpersonal, written communication, and verbal communication skills.
- Ability to influence audiences and translate complex analytical or technical information into understandable terms.
- Ability to independently digest technical, theoretical, and other relevant information.
- Excellent investment and analytical skills, including benchmarking, track record and attribution analysis, and understanding of the regulatory environment.
- Ability to address private capital investment needs for the Reserve, GenSpring, and F&E segments within Truist Wealth.
- Technical, investigative, interpersonal, and analytical research capabilities, with sound judgment in creating and growing a private equity or alternative investments platform.
- Effective interpersonal and communication skills to support significant growth of the private equity or alternative investments platform.
Nice To Haves
- Graduate degree such as an MBA or master’s in finance, accounting, statistics or mathematics, economics, international economics, or international relations.
- Industry credentials such as CFA, CAIA, or related qualifications.
- Familiarity with both closed-end or drawdown funds and evergreen or semi-liquid private capital structures.
- Ability to communicate complex investment concepts clearly to investment professionals and advisors.
- Strong organizational skills and ability to manage multiple projects and deadlines.
- Experience with investment databases and research platforms such as Preqin, PitchBook, CAIS, Tamale, or AI tools.
Responsibilities
- Lead or co-lead sourcing, due diligence, underwriting, approval, onboarding, and ongoing monitoring of private capital opportunities across private equity, private credit, real assets, co-investments, secondaries, and evergreen fund structures.
- Prepare investment memoranda, investment committee recommendations, manager reviews, and other due diligence and monitoring materials.
- Coordinate the ongoing development, management, and enhancement of Truist’s private capital platform across bank and brokerage wealth channels.
- Support manager selection, platform construction, product lifecycle management, advisor support, and expansion of private market offerings.
- Support business development through client, prospect, and center-of-influence meetings; presentations; advisor and client education; and RFP responses.
- Provide strategic advisory and consulting services on private capital portfolio construction, manager selection, portfolio reviews, asset allocation assessments, and other investment-related engagements.
- Serve as a private markets subject matter expert and resource for advisors, clients, prospects, centers of influence, and business partners.
- Represent the Private Capital team at internal and external events as a speaker, panelist, or expert, sharing market insights and private markets expertise.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation in the first year, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Senior
