• Private Equity Fund Analyst

    Job Locations
    US-NY-New York | US-CA-San Francisco
    Wealth Management
  • Overview

    The Private Equity Fund Analyst will have the opportunity to be an integral team member in evaluating, analyzing and monitoring private equity and select hedge fund managers. This high profile role will put skills in cash flow modeling and financial analysis to use while providing vital information to the Bank.


    Responsibilities include:

    • Create discounted cash flow and M&A  models to  evaluate  manager performance track record and underlying portfolio companies 
    • Research, review and create private equity and hedge fund investment memos
    • Manage and work collaboratively on special projects that may be critical to the Bank
    • Conduct industry and fund specific research
    • Monitor existing funds
    • Maintain due diligence folders and update pipeline of new funds
    • Improve and develop policies and procedures



    Key Skills, Knowledge and Abilities

    • Bachelor’s degree is required, MBA or other advanced degree preferred
    • 1-5 years of related experience with private equity, M&A and/or alternative investments
    • Experience with cash flow modeling and financial analysis
    • Ability to visualize big picture data and break it down into usable information
    • Self-starter with initiative and strong work ethic
    • Strong Excel skills
    • Organizational and strong written and verbal communication skills
    • Collaborative mentality with strong integrity and professionalism

    Physical Requirements:

    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel in a limited capacity.



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