• Support investment team in a variety of analytic and investment management activities including all aspects of evaluation and execution of both direct and fund investments across all asset classes (both public and private markets).
• Conduct research, analyses and assist with due diligence in support of the selection and evaluation of potential investments (portfolio fit, sponsor’s track record, assessment of team, deal/fund structure, excel modelling).
• Perform asset class/industry research relating to investment trends and global market environments.
• Run portfolio level analysis in support of asset allocation, portfolio construction, risk analysis and future investment commitments.
• Tracking, sourcing and screening investment opportunities including review of NDAs and pipeline reporting
• Support existing portfolio of direct investments in development, evaluation and execution of growth strategies including tuck-in acquisitions
• Conduct valuation updates and monitor performance for the existing portfolio(s), including preparing regular reporting to investors.
• Perform research and analysis of benchmarking and comparative statistics.
• Complete ad hoc projects related to overall portfolio management.
• Assist in the preparation of standard Investment Committee reports, memos and presentations.

EDUCATION, EXPERIENCE & WORK ELIGIBILITY: 

• Bachelor's degree (coursework in accounting and economics is a plus)
• One to three years investment banking, finance and/or investment management experience (M&A or private equity transaction experience is a plus)
• Demonstrated ability to execute detailed financial analysis, communicate effectively within and outside of his/her organization, work well in a team setting and possess strong writing skills.
• Authorization to work in U.S. is a prerequisite (firm does not sponsor candidates for visas)

KNOWLEDGE, SKILLS AND ABILITIES: 

• Must be a critical thinker, intellectually curious, detail-oriented, and unafraid to ask questions or give opinions. 
• Excellent quantitative, analytical, financial modeling (including LBO and integrated merger models) and communication skills
• Ability to work well under pressure and meet tight deadlines
• Capability to manage multiple, simultaneous projects independently and readiness to assume a high level of responsibility
• Advanced proficiency with MS Word, Excel (VBA expertise helpful), and PowerPoint; familiarity with Bloomberg, Preqin or PitchBook is a plus
• Team oriented character with an exceptionally strong work ethic
• Self-starter with close attention to detail and ability to thrive in an entrepreneurial environment
• Ability to conduct independent research and employ creative approach to solving complex problems
• Ability to communicate and interact effectively with all levels of staff including senior management and senior investment professionals (both internal and external).