The Role
Conduct private equity and private debt manager research, due diligence, underwriting, portfolio restructuring, risk and return analysis, and investment recommendations. Prepare committee materials and decision memos, manage relationships with investment managers, participate in client meetings, and present findings to internal committees and clients. The role requires advanced financial analysis, private markets experience, strong communication, and approximately 20% travel.
Summary Generated by Built In
Job Description
As a member of the Research Team, Senior Private Equity Analysts conduct due diligence and oversight on Private Equity and Private Debt investment funds and prepare materials for investment decisions. They sit in on our Investment and Portfolio Review Committees and are actively involved in investment decisions.
Responsibilities:
- Assist in underwriting new and established Private Equity investment managers with superior skills and competitive advantages.
- Work on restructuring existing portfolios including secondary sales.
- Conduct due diligence including data analysis, manager conference calls, on-site visits, background, regulatory and reference checks, and documentation.
- Evaluate the drivers of risk, return, strategy robustness and quartile ranking.
- Willingness to take initiative, exercise independent judgment and to act decisively while working collaboratively with other Analysts and Consultants.
- Exhibit self-sufficiency, organizational abilities, good team communications and a strong work ethic.
- Make clear presentations and recommendations to internal committees and to non-technical clients.
Requirements:
- Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future.
- Master’s Degree in Economics, Finance or Business and CFA. CAIA a plus.
- Ability to communicate and present ideas effectively, both verbally and in writing. Writing memos documenting our investment decisions is a key part of this role.
- Demonstrated qualitative and quantitative analytic skills assessing private market strategies and opportunities.
- Familiarity with top tier private equity and private debt managers. Manage ongoing relationships with existing and potential investment managers.
- Capable of multi-tasking with strong attention to detail and promoting team-oriented attitude with desire to work on various projects.
- Attend client meetings with our client-facing team as needed.
- Five years (or more) of relevant experience and a minimum of three years in Private Equity and Private Debt manager research.
- Advanced Excel skills and financial information systems e.g., Preqin, HFR.
- Experience in portfolio analytics/attribution with Barclays Point, Factset or Bloomberg.
- Travel approximately 20% of the time.
Skills Required
- Must be legally authorized to work in the United States without requiring visa sponsorship now or in the future.
- Master's degree in Economics, Finance, or Business.
- CFA designation.
- Ability to communicate and present ideas effectively verbally and in writing.
- Strong qualitative and quantitative analytical skills assessing private market strategies and opportunities.
- Familiarity with top-tier private equity and private debt managers.
- Ability to manage relationships with existing and potential investment managers.
- Strong multitasking, organizational, attention-to-detail, and teamwork skills.
- Five or more years of relevant experience.
- At least three years of private equity and private debt manager research experience.
- Advanced Excel skills and experience with financial information systems such as Preqin and HFR.
- Portfolio analytics or attribution experience using Barclays Point, FactSet, or Bloomberg.
- CAIA designation.
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The Company
What We Do
Alan Biller and Associates is an employee-owned, independent fiduciary investment consulting firm serving US institutional investors. Focused exclusively on investment consulting since 1982, it is one of the largest multi-employer discretionary consultants (OCIO providers) in the US, bringing clients fiduciary responsibility, strategic risk oversight, informed perspective, straightforward communication, and impeccable execution.
