Private Equity Analyst
4 weeks ago
At LP Analyst, we're seeking a highly motivated and detail-oriented Private Equity Analyst to join our team. As a Private Equity Analyst, you will play a key role in helping our clients achieve success by analyzing and structuring private asset fund data, creating client-specific reporting and dashboard analytics, and collaborating with clients to better understand their unique requirements.
Responsibilities:- Oversee and execute reporting and analytics for multiple institutional investor program clients
- Analyze and structure private asset fund data, including performance, underlying investment, and cash flow details
- Exposure to diverse strategies, including private equity, venture, real estate, infrastructure, debt, and more
- Coordinate with private asset managers to collect relevant data
- Create client-specific reporting and dashboard analytics
- Collaborate with clients to better understand their unique requirements
- Perform 'ad-hoc' research on private asset strategies
- Participate in projects focused on fund manager due diligence, secondary fund, and direct transaction valuation
- Bachelor's degree in business, finance, accounting, economics, math, or other related field (minimum 3.0 GPA)
- 0-3 years of prior work experience in a business-related field
- Strong Excel skills, including advanced formulas and functions (VBA/macros a plus)
- Strong PowerPoint proficiency (experience working on client deliverables a plus)
- Exceptionally high attention to detail when managing and analyzing large data sets
- Ability to work as part of a growing team to constantly implement and improve process and technology
- High self-motivation with ability to learn quickly, meet deadlines, and seek additional leadership roles
- Excellent written/verbal communication and interpersonal skills
- Positive attitude, energy, and overall enthusiasm for learning about private assets and financial analytics
- Professional development programs, including a comprehensive Private Asset Training Program for new hires and regular teach-ins on business and industry topics and themes
- Early opportunities for advancement for top-performing analysts
- Company-sponsored 401k plan, healthcare, and dental insurance plans
- Paid time-off that increases with tenure at the firm, plus an annual volunteer day of your choice
- Friendly and collaborative company culture with frequent company-sponsored team events and happy hours and casual dress code
- Great office located in the arts district downtown with paid parking, free snacks, and many other office perks
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