As a Private Equity Analyst within our Global Alternatives team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.
Job Responsibilities:
- Create client materials including portfolio reviews, performance analytics, and benchmarking.
- Maintain and improve ad-hoc data requests for clients.
- Develop and update analytical models and Excel templates for client and prospect needs.
- Support commitment modeling and cash flow projections.
- Liaise with information management colleagues to streamline client data and reporting.
- Automate and verify client data and reporting processes.
- Complete requests for proposal (RFPs) and requests for information (RFIs).
- Respond to due diligence questionnaires and client/consultant questionnaires.
- Assist in creating and updating marketing collateral such as pitch books and educational pieces.
- Monitor industry databases and publications for relevant information.
- Collaborate with client service managers and technology team.
Required qualifications, capabilities, and skills:
- MBA with atleast 2 years of experience.
- Experience in Alternatives, investor relations, data analytics, or accounting .
- Skilled in Microsoft Excel.
- Proficient in Microsoft Word and PowerPoint.
- Possesses organizational and time management skills with strong attention to detail.
- Demonstrates analytical skills and financial modeling aptitude.
- Ability to prioritize a variety of responsibilities and ad-hoc requests in a fast-paced client-facing environment.
- Ability to learn and execute new tasks quickly and in real-time.
- Self-motivated with a strong work ethic.
- Willingness to work in a team-oriented, collaborative environment.
- Experience using industry databases and publications (i.e., Pitchbook, Preqin, Capital IQ, Thompson Reuters, etc.).
Preferred qualifications, capabilities, and skills:
CFA is a plus.