Support sourcing, evaluation and execution of limited partnership fund commitments and direct co-investment opportunities to generate attractive risk-adjusted returns.
Assist in underwriting by analyzing fund strategies, track records, market dynamics, and risk considerations.
Prepare clear, well-supported investment reports and presentations.
Contribute to negotiations by reviewing legal documents and coordinating with both internal and external business partners.
Monitor existing fund performance and maintain active dialogue with general partners.
Research private equity market trends and share insights that inform decision-making.
Assist with financial reporting, quarterly updates, and periodic portfolio reviews.

BA/BS in finance, accounting, or another quantitative field
5+ years of overall business or investment experience
3+ years of relevant experience in credit, private equity, or alternative investments
Strong quantitative and qualitative analytical skills
Strong communication skills (both verbal and written)
Technical proficiency in Excel, Word and PowerPoint
Ability to work collaboratively in a matrixed environment and manage multiple priorities
Strong interpersonal skills, intellectual curiosity, and comfort navigating ambiguity
Ability to accommodate both seasonal and ad-hoc travel (up to 20%)
Preferred: CFA, CPA, MBA, or other advanced financial designation

Alternative Investments Analyst

Key skills