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Details
  • Location: Boston MA
  • Type: Perm
  • Job #27005

Company Overview:
A private equity firm based in Boston, Massachusetts, focuses on venture capital, hedge funds, and real estate with an event-driven investment strategy. They are seeking a Private Investments Analyst to join their investment team and play an active role in evaluating, executing, and monitoring private investments.

Job Responsibilities:

  • Coordinate and review the processing of investment activities, including capital calls, distributions, and valuation adjustments
  • Monitor fund investments against the original investment thesis, tracking operating performance, valuations, and key developments
  • Conduct due diligence on new fund and direct investment/co-investment opportunities
  • Analyze capital structures, deal terms, and return scenarios for new and follow-on financings
  • Perform portfolio-level analytics, including performance attribution and benchmarking
  • Conduct industry, market, and thematic research to source new opportunities
  • Prepare for and attend limited partner and annual meetings of fund investments
  • Perform valuation analysis for company investments
  • Prepare investor performance reports and portfolio reviews for client families
  • Support the annual tax return and financial statement audit processes

Qualifications:

  • Undergraduate degree in finance with outstanding academic credentials
  • 6-12 months of work experience in a professional setting, ideally in investment management or financial advisory roles
  • Must be a CFA candidate
  • Proficiency with Microsoft Excel and experience with macros, Python, or other data analysis tools is a plus
  • Understanding of valuation techniques and solid understanding of accounting and financial statements
  • Familiarity with the capital structures of companies and private fund structures

Compensation:
Salary: $70,000 – $75,000, Plus Bonus

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