Private Equity Investor Product Strategy, Analyst

About the position

The Investor Product Strategy team is responsible for the preparation of reporting materials and supports the marketing and fundraising teams' efforts and ongoing LP relationship maintenance related to each respective business' funds. The role focuses on financial analysis, performance-related data, investor reporting and supports the marketing and content needs for prospective and current investors in the funds within the Private Equity business.

Responsibilities

• Prepare and analyze detailed investment reports ensuring accurate and timely delivery of financial insights to investors and collaborating with other internal finance teams to provide data driven support and content for investor relations activities
• Assist with the preparation and review of marketing and fundraising materials including investor event presentations, conference/webinar materials, pitch books, performance memos and other ad-hoc analyses.
• Coordinate with the fundraising team, deal team and other finance and functional groups to collate and review investor/distributor due diligence requests and assist with investor queries
• Coordinate the collection and analysis of performance metrics of the funds and underlying companies and other portfolio attributes across multiple internal teams and assist in preparation and review of quarterly and bespoke fund performance analyses
• Collaborate with the fundraising and marketing teams, deal teams, finance and legal and compliance teams in supporting product development, existing clients and prospective investors

Requirements

• Undergraduate degree in Finance, Accounting, Economics, or a quantitative discipline
• Strong academic record
• 1+ years of experience in a reporting related role in finance, investor reporting, transaction services, investment operations, consulting or other related experience
• Strong attention to detail
• Excellent interpersonal and communication skills, both written and verbal
• Outstanding organizational skills
• Strong analytical and quantitative skills
• Strong work ethic with ability to work in a dynamic environment and handle multiple projects
• Highly proficient in Excel and PowerPoint
• Highly motivated and results oriented
• Works effectively in a team environment

Benefits

• Base salary range: $90,000 - $125,000
• Additional compensation offered in connection with the role