Investment Analyst -Providence - Hybrid
3.
0 Quick Apply 6 hours ago Full Job Description Conducting in-depth due diligence on managers and potential investments in one or more of the following:
private equity, private credit, and infrastructure across primaries, secondaries, co-investments and direct investments Analyzing client portfolio performance and diversification Assisting with the preparation of comprehensive client reports and presentations Assisting with the analysis to determine optimal client portfolio construction Analyzing financial statements, quarterly and annual reports of private market partnerships, including a review of partnership portfolio company valuations and cash flows Assisting with special client servicing, reporting, research, and due diligence projects on an ad hoc basis Approximately 1--3 years (including internships) of analytical experience in investment banking, consulting, audit, investment management, or other similar fields A bachelor's degree (or in pursuit of a bachelor's degree) in business, finance, economics, business economics, or related field with a record of high academic achievement Chartered Financial Analyst (CFA) Level I or II - Preferred, but not required.
Annual base salary between $75,000 - $85,000 with two discretionary bonuses.
Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
0 Quick Apply 6 hours ago Full Job Description Conducting in-depth due diligence on managers and potential investments in one or more of the following:
private equity, private credit, and infrastructure across primaries, secondaries, co-investments and direct investments Analyzing client portfolio performance and diversification Assisting with the preparation of comprehensive client reports and presentations Assisting with the analysis to determine optimal client portfolio construction Analyzing financial statements, quarterly and annual reports of private market partnerships, including a review of partnership portfolio company valuations and cash flows Assisting with special client servicing, reporting, research, and due diligence projects on an ad hoc basis Approximately 1--3 years (including internships) of analytical experience in investment banking, consulting, audit, investment management, or other similar fields A bachelor's degree (or in pursuit of a bachelor's degree) in business, finance, economics, business economics, or related field with a record of high academic achievement Chartered Financial Analyst (CFA) Level I or II - Preferred, but not required.
Annual base salary between $75,000 - $85,000 with two discretionary bonuses.
Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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