Private Equity Due Diligence Specialist

Stifel•New York, NY

4d•$85,000 - $100,000•Onsite

About The Position

The Private Assets Due Diligence Specialist I is responsible for the sourcing, due diligence, and monitoring of private equity investments for the firm's alternative investments platform.

Requirements

Knowledge of alternative investment industry, general investment principles and characteristics across asset classes with strong finance and economic competences
Excellent analytical, communication, and presentation skills
Bachelor’s degree in Business, Economics, Finance, or Accounting
1-3 years of relevant work experience, but not limited to, private equity, investment banking, investment consulting or accounting and valuation services
Series 7 & Series 66 (or 65 and 63) within 12 months of hire
Proficient in Microsoft Office Suite with strong skillset with Excel and PowerPoint.

Nice To Haves

Capabilities within computer science, programming, data analysis

Responsibilities

Performs quantitative and qualitative analysis used in the due diligence of potential private equity investment opportunities.
Prepare investment memoranda based on due diligence findings into well-developed investment recommendations.
Provide fundraising support, including regular communication with Financial Advisors and clients.
Develops and manages relationships with private equity firms and other intermediaries to generate investment opportunities.
Monitor and report on the performance of existing investments, including the documentation of existing files and procedures.
Provide analytical support to senior investment professionals for reporting, presentations and research projects.