The private markets group seeks an ambitious candidate for an exciting opportunity to join a team with a growing investment platform. The candidate will support our investment professionals with sourcing, evaluating, executing and managing investments in private equity funds.
Primary responsibilities include:
- Manage and maintain accuracy of information and resources including Salesforce.com, Preqin and industry publications used by the private markets group to execute investment strategy.
- Identify and initiate engagement with existing and prospective private equity fund investments to generate leads for potential investments.
- Screen prospective private equity fund investments and prioritizes related investment professional workflow.
- Collaborate with operations team and other internal resources to aggregate and compile data to support internal and external performance reporting.
- Provide wide-ranging support for the private markets group including ad-hoc research, analytical, marketing, developing reporting materials and administrative projects.
- Bachelor’s degree required.
- 2+ years of relevant and applicable experience.
- Advanced computer skills, specifically with Salesforce.com and Microsoft Office (Outlook, PowerPoint, Excel, and Word).
- Experience with Preqin, Addepar a plus.
- Success Factors:
- Expert organizational skills and ability to prioritize work and shift gears as needed to produce high-quality work under tight deadlines.
- Strong client service and team orientation. Communicates well with colleagues and clients and demonstrates the highest level of commitment and professionalism.
Fund Manager from United States
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