Research Analyst

About This Role

This role is for an enthusiastic Research Analyst to join a growing Investments team, assisting in identifying opportunities and conducting due diligence across private market asset classes. The individual will support the investment team throughout the deal process and will be a visible member of the team supporting the private portfolio while working alongside experienced investment professionals.

Responsibilities

• Support the sourcing, research, and evaluation of private market investment opportunities across funds and co-investments
• Participate throughout the investment process, including due diligence, financial and qualitative analysis, and the preparation and presentation of investment committee materials
• Research market developments, secular trends, and investment themes across private asset classes to help inform opportunity identification and portfolio strategy
• Maintain our database of investment managers and opportunities, including current and historical pipeline activity
• Support ongoing relationships with investment partners and managers
• Work closely with the private investments operations team to coordinate transaction execution and ongoing portfolio management with legal counsel, fund administrators, accountants, and other service providers
• Promote a culture of collaboration and willingness to work cross-functionally to add value across the investment platform
• Other duties as assigned

Requirements

• Demonstrate intellectual curiosity, initiative, and a strong interest in private markets and investment research
• Be a highly analytical, fact-based thinker with strong quantitative skills and attention to detail
• Possess strong written, verbal, interpersonal, and presentation skills, with the ability to communicate effectively with colleagues, senior stakeholders, and external investment managers
• Take a proactive and resourceful approach to problem-solving, conducting independent research, anticipating issues, and proposing thoughtful solutions
• Be highly organized and able to manage competing priorities, take direction from multiple team members, and consistently meet deadlines
• Work effectively both independently and collaboratively across teams, with a positive and collegial attitude
• Demonstrate sound professional judgment, discretion, and high standards of integrity
• Demonstrate advanced Excel skills, including the ability to build and analyze financial models
• Be comfortable learning and using investment research platforms, manager databases, CRM systems, and other technology tools
• Show a commitment to continuous learning, professional development, and achieving positive outcomes for clients
• Contribute to broader investment team and firmwide initiatives as needed