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Years of Experience
Date Last Verified
Senior Investment Analyst (Private Equity) The candidate will be responsible for: Maintaining internal databases of prospective investment opportunities; performing technical analyses and developing fund summaries on prospective investment opportunities; working with the investment team and the Systemsâ€™ consultants to identify, review and evaluate prospective investment opportunities; Preparing decision-making documents for internal Investment Committees and for Boards of Trustees; coordinating the administrative processes required for all investments; assisting the investment team, the General Counselâ€™s office, and consultants in the legal negotiation and the legal documentation processes of new investment agreements and other related contracts; Monitoring and managing the portfolio of existing investments to ensure compliance with the terms of the limited partnership agreement and other contracts; maintaining internal databases of existing investments; constructing financial models, performing technical analyses and developing update fund summaries for existing investments; Preparing research analyses on market trends, strategies, industries, sectors, geographies and other topics as required; developing, updating and ensuring the accuracy of reports that track partnership reporting, including the financial statements, quarterly reports, notices of distributions, capital calls and investment valuations; Working closely with the investment operations team, the Systemsâ€™ consultants and custodian to report internally on the performance of the Systemsâ€™ investment portfolio; assisting in processing capital calls and distributions; monitoring, tracking and processing amendment requests, consent notices and other contract changes; Participating in limited partner advisory committee meetings, annual meetings and quarterly update calls and using relationships with general partners to monitor fund developments; preparing written meeting reports; updating reports to track Systemsâ€™ activity; and coordinating investment conferences and other events; Liaising with multiple internal and external constituencies, including fund managers, consultants, industry organizations, internal legal counsel and internal cash management teams; Preparing presentations, analyses and appendices used in annual implementation and strategic plans; and, performing other related assignments or special projects as required. Should have a baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in accounting, business administration, economics, finance, law, mathematics, and/or statistics and one year of satisfactory full-time experience in investment activities of a governmental agency, financial institution, or brokerage firm; or A baccalaureate degree from an accredited college or university and two years of satisfactory full-time experience in investment activities of a governmental agency, financial institution or brokerage firm. Strong Excel and PowerPoint skills are a must.
Job ID: 317798
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