Senior Private Market Due Diligence Analyst
Company: Disability Solutions
Location: Boston
Posted on: October 30, 2024
Job Description:
Job Description:The Chief Investment Office (CIO) is the
centralized resource to access the latest insights and solutions
across the enterprise. The CIO helps Advisors establish a
disciplined investment process and offer goals-based strategies
that are grounded in the best thinking of the Firm. The Chief
Investment Office provides thought leadership on wealth management,
investment strategy and global markets and delivering strategic and
tactical investment advice and in-depth guidance on portfolio
strategies. The team delivers portfolio management solutions by
developing and maintaining robust frameworks, services and tools to
deliver goals-based wealth management (e.g., asset allocation and
portfolio construction; all asset classes), and managing
discretionary single asset and multi asset portfolios.The CIO Due
Diligence team includes investment manager research, sourcing, and
selection utilizing a strong investment governance process
including the ongoing monitoring of traditional and alternative
strategies.The Senior Private Market Due Diligence Analyst leads
the investment due-diligence process from start to finish on new
funds added to the platform, which includes sourcing and analyzing
investments, monitoring existing fund investments, writing detailed
investment memos and commentaries, presenting findings to
committees and working on team projects.The ideal candidate will
possess:
- Strong General Partner (GP) network to source high quality fund
investments.
- Strong understanding and experience investing in illiquid
private market strategies including Buyout, Venture Capital,
Real-Estate, Infrastructure and Private Credit.
- Company specific modelling and valuation skills necessary to
assess underlying private company investments.
- Strong analytical skills and the ability to synthesize
information through both a quantitative and qualitative lens.
- Job requires strong written and communication skills in order
to present findings to committees, advisors and clients in a clear
and articulate way.
- Strong presentation skills are a plus.
- Must be comfortable dealing with senior executives at private
market firms.
- Team player comfortable working across Investment Solutions
Group (ISG) and Business lines
- Travel (approximately 25%is involved to meet fund managers and
attend annual meetings.Qualifications/Desired Skills:
- Bachelor's degree required. Master's degree preferred. Advanced
designation (CFA, CAIA, CPA) preferred.
- Minimum of 15+ years of investment experience with a strong
focus on private market investments, ideally in private credit,
Buyout, Venture Capital, Real-Estate, or Infrastructure.
- Additional skills include proficiency with Excel, Thompson One,
Preqin and Cambridge data for modeling purposes.
- Series 7 and 66 licenses or ability to obtain within 120 days
of hire required.Shift:1st shift (United States of America)Hours
Per Week: 40Pay Transparency detailsUS - NY - New York - ONE BRYANT
PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits
informationPay range$150,000.00 - $225,300.00 annualized salary,
offers to be determined based on experience, education and skill
set.Discretionary incentive eligibleThis role is eligible to
participate in the annual discretionary plan. Employees are
eligible for an annual discretionary award based on their overall
individual performance results and behaviors, the performance and
contributions of their line of business and/or group; and the
overall success of the Company.BenefitsThis role is currently
benefits eligible. We provide industry-leading benefits, access to
paid time off, resources and support to our employees so they can
make a genuine impact and contribute to the sustainable growth of
our business and the communities we serve.
Keywords: Disability Solutions, Taunton , Senior Private Market Due Diligence Analyst, Professions , Boston, Massachusetts
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