Private Capital Advisory Associate

4 days ago


New York, New York, United States Stifel Full time
About the Role

Eaton Partners, a Stifel Company, is a leading fund placement agent in the world, with a dedicated Private Capital Advisory team focused on strategic advisory, secondaries, and directs. As a Private Capital Advisory Associate, you will play a critical role in raising institutional capital for investment managers across alternative strategies.

Key Responsibilities
  • Manage multiple projects and transactions simultaneously, working closely with senior level bankers and playing a critical role as the project manager on most opportunities.
  • Assist in preparing responses to investor due diligence requests, conducting industry research, and building out industry databases.
  • Perform in-depth quantitative financial analyses and modeling for clients and portfolio assets.
  • Support senior bankers with the creation of marketing materials and pitch books.
  • Contribute to team meetings and discussions, building reports and logging information in Salesforce.
Requirements
  • Bachelor's degree in finance or a related field required.
  • 3-5 years of investment banking or private markets experience as a financial analyst and associate, or similar experience in a legal firm.
About Eaton Partners

Eaton Partners has raised over $140 billion of institutional capital across more than 185 highly differentiated investment funds. With over 70 employees in ten offices worldwide, Eaton's reach is extensive, and our dedication to capital raising is unparalleled. We thrive on working alongside the most innovative funds and consistently partner with the highest-quality fund managers.



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