Facilitate private equity transactions throughout the investment process from initial investment approval to security settlement
Ensure final deal documents are accurate and complete
Support operational aspects of credit line management including coordination of credit line draws, monitoring of credit line capacity and anticipated investment activity, and credit line repayment via capital calls
Document and maintain procedures; compile and disseminate monthly reporting
Monitor private placement exposures by fund; field requests for data from other internal groups including senior management
Cultivate partnerships with our teams, including Trading, Legal, Compliance, Treasurer’s Office, Investment Professionals, Trade Settlements, Corporate Actions, Alternative Accounting, Corporate Treasury, and Operations Services Group.

BA/BS Degree, preferably in Accounting or Finance
8-10 years of fund operation experience, exposure to equity investing a plus
High ethical and moral character
Excellent analytical, issue management, and problem-solving skills
Must be highly organized and meticulously detail oriented
Highly developed risk management skills
Self-motivated and comfortable taking the initiative to problem solve
Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
Excellent listener and strong communicator
Capacity to think strategically as well as tactically

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Senior Analyst, Private Equity Investments

Key skills