Job #: F10617 | Added Date: 04/15/2024

AVP, Assistant Director/ Private Equity Analyst

ACCOUNTING & FINANCE

  • Full-time
  • 115-160K+bonus
  • Region: US
  • Location: NYC , NY

Overview

Asset management company is seeking an Assistant Director/ Private Equity Analyst in the Private Equity Department. The candidate will be responsible for analyzing new investment opportunities, monitoring funds, and managing disclosure activities to aid in the selection and evaluation of private equity managers for clients.


Description

  • Screen and develop new investment opportunities through the manager search and selection process.
  • Build strong relationships with existing and prospective general partners.
  • Plan and conduct due diligence meetings; assist in formulating investment recommendations and present reports to the Global Investment Committee.
  • Participate in the Global Investment Committee, which includes members from the company group's  other offices in different cities.
  • Coordinate with external parties in the negotiation and execution of agreements and documents related to Private Equity investments.
  • Contribute industry news, research and data to the team; participate in industry conferences.
  • Perform post-investment monitoring of funds, including periodic meetings with general partners, annual meeting attendance and office visits, etc.
  • Assist in actively encouraging the promotion of ESG investment and implementing responsible investment through enhanced ESG scoring.
  • Prepare comments for the quarterly reports; attend quarterly disclosure meetings with Tokyo.
  • Research and investigate matters as required by clients or regulators.
  • Manage and maintain data related to underlying fund performance and company data.
  • Miscellaneous projects or duties as assigned.


Requirements

  • Strong academic background including Bachelor’s degree in Business/Finance/Economics related field or equivalent work experience; MBA and/or progress toward CFA qualification is preferred.
  • At least 3-5 years of relevant experience in fund investments (including experience in middle or back office), preferable with a focus on alternative fund selection at an institutional investor (including bank, insurance company, pension fund, endowment, foundation, SWF or family office), investment consultant, investment manager, or private equity firm.
  • Strong command of MS Office software, including advanced Excell skills.
  • Outstanding analytical, financial modeling, clear and concise written and verbal communication skills required; a fast learner with ability to excel in a highly collaborative global team.
  • Ability to work before and after standard business hours as required to attend video/conference call meetings with Japan.
  • Detail oriented, pro-active and able to manage multiple projects to deadlines with minimal supervision.
  • Ability to travel internationally and domestically, as required.
  • Must be a flexible team player able to adapt to change.
  • Fluency in English is required.