Job Description

Job Description

A U.S.-based institutional investment platform investing across private equity and alternative strategies. The firm focuses on long-term value creation through rigorous due diligence, disciplined portfolio construction, and close partnerships with leading investment managers.

Position Overview

This role supports private equity fund and fund-of-funds investments, covering fund sourcing, due diligence, investment committee processes, and ongoing portfolio monitoring. The position provides broad exposure to institutional private equity investing within a collaborative and performance-driven environment.

Key Responsibilities

Fund Sourcing & Market Coverage

• Identify and evaluate private equity fund managers and investment opportunities
• Build and maintain a pipeline of prospective funds and manager relationships
• Engage with general partners, placement agents, and advisors through meetings and updates

Due Diligence & Investment Execution

• Conduct qualitative and quantitative due diligence on private equity funds
• Analyze fund strategies, track records, structures, and economic terms
• Coordinate with external advisors, including legal and consulting partners
• Prepare investment memoranda and support subscription and closing processes

Investment Committee Support

• Prepare investment committee materials and present opportunities
• Respond to committee questions with clear analysis and documentation
• Track feedback and follow up on action items

Portfolio Monitoring & Operations

• Monitor capital calls, distributions, NAVs, and quarterly reports
• Maintain portfolio databases and performance reporting
• Support fund operations, reconciliations, audits, and tax filings
• Participate in advisory committee meetings as needed

Investor Reporting & Strategy

• Support investor presentations and portfolio updates
• Assist with strategic research and portfolio planning
• Collaborate with internal teams and external advisors on investment strategy

Qualifications

• Bachelor’s degree in Finance, Economics, or related field (MBA or Master’s preferred)
• 1–5 years of experience in private equity, fund investments, or related roles
• Strong analytical, financial, and organizational skills
• Excellent written and verbal communication skills
• Proficiency in Excel and PowerPoint
• CFA, CAIA, or similar credentials are a plus

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