Private Equity Analyst Jobs

About The Position

Requirements

• College degree or equivalent education, with relevant grounding in math, finance, writing and related analytical skills.
• Ideally, this should show strong performance at a competitive undergraduate institution.
• minimum 1-3 years of experience working in financial services, investment management or similarly leverageable industry background.
• familiarity/competence in basic computer applications.
• ideally, familiarity with research databases and/or investment tools (e.g. Morningstar, Evestment/Tamale, Code Red).
• Strong quantitative skills and/or evidence of skill with excel, pertrak/Evestment and/or other common risk measurement/fund evaluation tools.
• Exhibits or possesses high degree of intellectual curiosity about investments, research and/or the alternative investment industry; evidence of strong grounding/capability in written analysis, research and math.

Nice To Haves

• Relevant undergraduate focus or evidence of passionate engagement with topics in business, finance and investments.
• 1-5 years of financial services or related industry experience.
• strong grounding in writing skill and mathematics.
• Exhibits or possesses high degree of intellectual curiosity about investments, research and/or the alternative investment industry; evidence of strong grounding/capability in written analysis, research and math.
• Language skills: especially Asian languages (e.g. Mandarin, Japanese), Spanish or Portuguese.

Responsibilities

• Assists in the selection, evaluation, and on-going monitoring of managers.
• Develops risk and investment guidelines.
• Completes special research/due diligence reports.
• Analyzes investment performance data &/or the elements of risk present in ‘alternative’ funds/ managers and liquid alternatives.
• May have assigned responsibility for specific asset classes and/or for monitoring/ongoing investment &/or operational due diligence for specific managers.
• May be tasked to support/perform investment &/or operational due diligence activities leveraging qualitative & quantitative tools and approaches.
• Help source, evaluate/research and monitor 40-50 mgrs for platform of hedge funds, fofs and liquid alternatives.
• Help manage a fund of funds (i.e portfolio mgmt.).
• Contribute to published research on hedge fund investment and write monitoring reports.
• Help support and advise firm strategists/brokers and UHNW (and institutional) clients on hedge fund investing, our recommended list and the range of education, research and support materials available for advisors.
• Contribute to Research via active help to sourcing, evaluating and monitoring hfs, hedge fofs and liquid alternatives for 40-50 fund “platform.
• Provide guidance to advisors and contribute to published research on alternatives (e.g. guidance portfolios), asset allocation.
• Contribute to the management of a proprietary hedge fund of funds (i.e. MMP).
• Help serve a hedge fund advisory business, by support creation of custom AI portfolios and portfolio completion exercises for advisors, their clients and prospects.
• Contribute to research for the portfolio strategy team (i.e. Lerner et al.) and F& E group vis-a-vis advice and guidance on input to AI model allocations, manager selection and AI-derived market insights.

Benefits

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• no less than 10 days of vacation
• 10 sick days
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan