Overview

Responsibilities:

  • Identifying and evaluating investment opportunities.
  • Lead or co-lead the due diligence process for private equity and real assets funds.
  • Present key findings at various committees.
  • Prepare materials for inclusion in quarterly strategy reviews and investor reports.
  • Support advisors and client requests..
  • Communicate with advisors and clients as appropriate.

Qualifications/Desired Skills:

  • The ideal candidate will possess an undergraduate degree with 10+ years of work experience, with significant exposure to the private equity or real assets space.
  • Candidates must possess advanced knowledge of Excel and Word, as well as strong presentation and communications skills.
  • Individuals must possess the ability to work independently as well as in a team setting.
  • Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start – unlicensed candidates may be considered if willing to obtain licenses after start date).
  • MBA, MS, JD, or other relevant advanced degree preferred.
  • CFA Charter holders or candidates preferred, or willingness to work toward CFA designation.

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