Senior Private Market Analyst

1 month ago

Boston, United States Bank of America Full time
Job Description:

The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios.

The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies.

The Senior Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform, which includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees and working on team projects.

The ideal candidate will possess:
  • Strong General Partner (GP) network to source high quality fund investments.
  • Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit.
  • Company specific modelling and valuation skills necessary to assess underlying private company investments.
  • Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens.
  • Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way.
  • Strong presentation skills are a plus.
  • Must be comfortable dealing with senior executives at private market firms.
  • Team player comfortable working across Investment Solutions Group (ISG) and Business lines
  • Travel (approximately 25% is involved to meet fund managers and attend annual meetings.


Qualifications/Desired Skills:

  • Bachelor's degree required. Master's degree preferred. Advanced designation (CFA, CAIA, CPA) preferred.
  • Minimum of 15+ years of investment experience with a strong focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real-Estate, or Infrastructure.
  • Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes.
  • Series 7 and 66 licenses or ability to obtain within 120 days of hire required.


Shift:
1st shift (United States of America)

Hours Per Week:
40

  • Senior Private Market Analyst

    1 month ago

    Boston, United States Bank of America Full time

    Job Description: The Chief Investment Office (CIO) isthe centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office p rovides thought leadership on...

  • Senior Private Market Analyst

    1 month ago

    Boston, Massachusetts, United States Bank of America Full time

    Job Description:The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on...

  • Senior Private Market Analyst

    1 week ago

    Boston, Massachusetts, United States Bank of America Full time

    Job Description:The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on...

  • Senior Analyst

    3 weeks ago

    Boston, United States Pinnacle Group Full time

    Client: Established in 2004, our client is an alternative asset management firm focused on small and lower middle market buyout and growth investing throughout North America. Our client partners with specialized managers and independent sponsors to construct portfolios they believe can significantly outperform broader markets. The firm manages $10b, and...

  • Senior Analyst

    1 week ago

    Boston, United States Pinnacle Group Full time

    Client: Established in 2004, our client is an alternative asset management firm focused on small and lower middle market buyout and growth investing throughout North America. Our client partners with specialized managers and independent sponsors to construct portfolios they believe can significantly outperform broader markets. The firm manages $10b, and...

  • Senior Analyst

    2 weeks ago

    Boston, United States HighVista Strategies Full time

    Description HighVista Strategies Overview HighVista Strategies is a Boston-based investment firm with approximately $10 billion in assets under management and 70 employees. We were founded in 2004 and have been managing funds since 2005 for a variety of institutional investors including sovereign wealth funds, endowments, foundations and pension funds, as...

  • Senior Analyst

    2 weeks ago

    Boston, United States HighVista Strategies Full time

    HighVista Strategies Overview HighVista Strategies is a Boston-based investment firm with approximately $10 billion in assets under management and 70 employees. We were founded in 2004 and have been managing funds since 2005 for a variety of institutional investors including sovereign wealth funds, endowments, foundations and pension funds, as well as family...

  • Senior Analyst

    1 week ago

    Boston, United States HighVista Strategies Full time

    HighVista Strategies Overview HighVista Strategies is a Boston-based investment firm with approximately $10 billion in assets under management and 70 employees. We were founded in 2004 and have been managing funds since 2005 for a variety of institutional investors including sovereign wealth funds, endowments, foundations and pension funds, as well as family...

  • Senior Marketing Analyst

    2 weeks ago

    Boston, United States Klaviyo Full time

    At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the...

  • Marketing Operations Analyst

    2 days ago

    Boston, United States Apryse Full time

    Apryse is seeking a Marketing Operations Analyst who will join our growing GTM Operations Team. You will partner closely with our Marketing team in developing and supporting the analytical framework for our subscription-based self-serve product lines. You will also help support our B2B arm of the business in evolving and improving our existing analytical...

  • Compliance Analyst

    4 weeks ago

    Boston, United States Private Equity Full time

    We are seeking an exceptional candidate to join our growing hedge fund organization as a Compliance Analyst. This role will work directly with our Principals and the business operations team, assisting in all facets of firm compliance. The ideal candidate will have a background in compliance and experience working in a similar position for another investment...

  • Compliance Analyst

    4 weeks ago

    Boston, United States Private Equity Full time

    We are seeking an exceptional candidate to join our growing hedge fund organization as a Compliance Analyst. This role will work directly with our Principals and the business operations team, assisting in all facets of firm compliance. The ideal candidate will have a background in compliance and experience working in a similar position for another investment...

  • Compliance Analyst

    3 weeks ago

    Boston, United States Private Equity Full time

    We are seeking an exceptional candidate to join our growing hedge fund organization as a Compliance Analyst. This role will work directly with our Principals and the business operations team, assisting in all facets of firm compliance. The ideal candidate will have a background in compliance and experience working in a similar position for another investment...

  • Senior HRIS Analyst

    3 weeks ago

    Boston, United States Beacon Hill Full time

    Our client, a private economics consulting firm, is seeking a Senior HRIS Analyst. Reporting to the Head of HR Technology, this Senior HRIS Analyst will support the implementation, optimization, and maintenance of Workday. Some responsibilities include: Proivde functional and technical support for HR applicationsSupport the adoption, implementation and...

  • Senior HRIS Analyst

    1 week ago

    Boston, United States Beacon Hill Full time

    Our client, a private economics consulting firm, is seeking a Senior HRIS Analyst. Reporting to the Head of HR Technology, this Senior HRIS Analyst will support the implementation, optimization, and maintenance of Workday. Some responsibilities include: Proivde functional and technical support for HR applicationsSupport the adoption, implementation and...

  • Senior Media

    1 month ago

    Boston, United States Connelly Partners Full time

    Job DescriptionJob DescriptionSalary: SENIOR MEDIA & MARKETING PERFORMANCE ANALYSTAnalytics Department MissionThe Connelly Partners Data & Analytics team partners with its clients and agency co-workers to help answer three fundamental questions: what happened? so what? and what’s next? Our answers to these questions are rooted in and driven by data.  As...

  • Senior Media

    1 week ago

    Boston, United States Connelly Partners Full time

    Job DescriptionJob DescriptionSalary: SENIOR MEDIA & MARKETING PERFORMANCE ANALYSTAnalytics Department MissionThe Connelly Partners Data & Analytics team partners with its clients and agency co-workers to help answer three fundamental questions: what happened? so what? and what’s next? Our answers to these questions are rooted in and driven by data.  As...

  • Senior Manager, Power Markets

    3 weeks ago

    Boston, United States AVA Energy Full time

    AVA Energy is partnered with an established player in the Energy space as they search for a Senior Manager to join their team. The successful candidate will have extensive experience across quantitative power market analysis in the context of North American markets, along with proven people leadership experience.Responsibilities:Responsible for growing a...

  • Senior Manager, Power Markets

    3 weeks ago

    Boston, United States AVA Energy Full time

    AVA Energy is partnered with an established player in the Energy space as they search for a Senior Manager to join their team. The successful candidate will have extensive experience across quantitative power market analysis in the context of North American markets, along with proven people leadership experience.Responsibilities:Responsible for growing a...

  • Senior Manager, Power Markets

    1 week ago

    Boston, United States AVA Energy Full time

    AVA Energy is partnered with an established player in the Energy space as they search for a Senior Manager to join their team. The successful candidate will have extensive experience across quantitative power market analysis in the context of North American markets, along with proven people leadership experience.Responsibilities:Responsible for growing a...