Investment Analyst - Providence - Hybrid
Job Description
Job Details
Job Location
Rhode Island Office - Providence, RI
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
Qualifications
- 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.
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Jobs in Providence, RI
Date Posted
02/24/2023
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