Build and maintain financial models for secondary-market transactions, including cash-flow modeling, scenario analysis, and cap-table structures
Perform valuation analysis and support pricing across private equity, private credit, and alternative assets
Prepare internal investment memos, diligence summaries, presentations, and IC materials
Review and analyze transaction documentation from sellers, buyers, fund administrators, and custodians
Research asset characteristics, performance histories, and market comparables
Support portfolio analytics, benchmarking, and risk assessment
Build and maintain trackers, templates, and structured workflows
Maintain data integrity across CRM systems, deal rooms, and internal tools
Liaise with payments, KYC/AML, compliance, and operational teams to ensure smooth transaction progression
Work closely with US and UK deal teams across time zones
Prepare high-quality summaries and execution materials to support timely decision-making

2–3 years as an analyst on an investment banking deal team (M&A, LevFin, DCM, ECM, or sector coverage) at a bank or boutique
Big 4 Transaction Services, Financial Due Diligence, or Deals advisory with direct exposure to buy-side or sell-side transaction execution
Strong financial modeling and Excel skills
Familiarity with secondary markets, equity instruments, or private capital
Experience preparing investment memos and diligence materials
High ownership, attention to detail, and comfort with ambiguity
Strong written and verbal communication skills

Deal Execution Analyst – Secondary Markets

Key skills