Taking a lead role in sourcing, screening, and analyzing private credit secondary transactions and select co-investments and primaries
Providing thorough qualitative research and financial statement analysis
Conducting financial modelling, valuation, structuring and sensitivity analyses to support the evaluation and pricing of secondary opportunities
Managing third-party diligence, conducting secondary research, participating with reference calls
Liaising with primary fund research team to assist with the evaluation of lead sponsors, credit portfolios and deal sourcing
Summarizing research into investment memorandums and presenting key findings to the Investment Committee
Managing and maintaining the firm’s internal database, including tracking investments and recording performance
Monitoring clients’ secondary investments and portfolios
Authoring private markets focused research
Participating in business development activities

4-10+ years of experience working with private market secondaries (GP with secondaries practice, fund of funds, institutional investor, private markets consultant, secondaries advisor, etc.)
Strong financial modeling, analysis and underwriting skills
Entrepreneurial mindset with ability to offer new ideas
Ability to handle multiple responsibilities with limited oversight
Strong written and verbal communication skills
Attentive to detail
Ability to think analytically and critically
Strong excel skills
Positive attitude
Team player
Strong work ethic

Investment Research Professional, Private Credit Secondaries

Key skills