Senior Analyst
Senior Analyst
L5
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInternational, Secondary Market, and All Other Nondepository Credit Intermediation- Prepare standard and ad hoc pitchbooks, presentations and product materials, and draft responses to DDQs, RFPs and RFIs; maintain consultant database submissions
- Conduct analytical work across the portfolio, including portfolio KPIs, deal memo statistics and data to support investor due diligence
- Field investor questions and support investor due diligence, drawing on a working knowledge of the portfolio and fund mechanics
- Support investor communications, including quarterly reports, investor letters and fact sheets
- Coordinate investor onboarding, including subscription documents, AML/KYC reviews and side letter compliance, serving as an intermediary with fund administrators and legal counsel
- Prepare materials for LPAC meetings, annual meetings, roadshows and ad hoc investor meetings, including briefing memos and logistics coordination
- Support the end-to-end capital formation function, including tracking re-up activity and preparing background materials for senior team members
- Maintain the firm’s CRM system and support senior leadership with analytics, dashboards and investor feedback summaries
- Qualifications and Competencies2–4 years of relevant professional experience in investment banking, leveraged finance, corporate credit, portfolio valuation, asset management, FP&A or investor relations / product specialist roles
- Corporate credit exposure strongly preferred, particularly in leveraged finance or at a sponsor-backed direct lender
- Product specialist experience is highly valued, given its exposure to fund accounting and fund mechanics
- Strong analytical and technical skills; financial modeling is not required, but the ability to synthesize data into presentations, reports and dashboards is essential
- Highly presentable, with clear and concise writing and drafting capabilities
- Exceptional capacity to learn, with the curiosity and drive to learn independently
- Strong organizational skills, attention to detail and the ability to manage multiple concurrent deadlines
- Self-motivated, collaborative team player with proven cross-functional coordination skills
- Proficiency in Excel, Word, PowerPoint and CRM systems; experience with consultant databases, AI tools and research systems (Bloomberg, PitchBook, etc.) a plus
- Knowledge of private fund structures and operational processes a plus
Level
SeniorL5
Location
Manhattan, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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