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Analyst – Private Funds Group Jobs

Associate - Private Funds Group
By Venture Search At New York, United States
The role offers a hybrid model which involves Distribution, GP Origination and Project Management work.
Minimum of 3 years of experience in a Placement Agent, Private Funds Group or Capital Advisory Business
Lead Due Diligence on the funds, fund portfolio etc
Advise the client on market proposition and strategy
Produce relevant marketing materials (Pitch books, teasers, IM etc)
Lead the sales team in managing LP roadshows
Group Analyst Jobs
By Snap Inc. At New York, NY, United States
Identify performance trends across auction campaigns to fuel optimization recommendations; evangelize best practices across the account management group
Work with Account Management to provide real time analysis for auction campaigns; influence incremental spend through data driven upsell recommendations
3+ years experience in quantitative analysis and research
Proficiency in sql and good working knowledge in python/R for analysis and data visualization
Experience in performing analysis on big data sets and coming up with actionable insights
Use data and logic to impact client and business success by providing analysis, insights, reports and actionable recommendations
Business Analyst – Hedge Funds/Private Equity – Remote First, Up To $150 Per Hour
By Saragossa At New York, NY, United States

You can start as soon as possible and can be based in either Philadelphia or New York.

Ready to get started? Get in touch. No up-to-date resume required.

Analyst/Associate, Project Management - Private Funds
By Brookfield Asset Management At New York, NY, United States
Support the global client relationship management team as needed
Able to independently manage siloed or parallel aspects of fundraising process
Understands LP landscape and preferences, styles and requirements across key regions and investor types
Strong strategy/product knowledge and ability to communicate (internally) details of fund approach
2-7 years of relevant experience, preferably within financial services
Very strong writing skills, high attention to detail and ability to multi-task and prioritize in a fast-paced environment under tight deadlines
Vp - Private Funds Group
By Venture Search At New York, United States
The role offers a hybrid model which involves Distribution, GP Origination and Project Management work.
Minimum of 2 years of experience in a Placement Agent, Private Funds Group or Capital Advisory Business
Lead Due Diligence on the funds, fund portfolio etc
Advise the client on market proposition and strategy
Produce relevant marketing materials (Pitch books, teasers, IM etc)
Lead the sales team in managing LP roadshows
Treas/Funds Transf Analyst (Gov)
By PNC At Pittsburgh, PA, United States
Participation in basic change management activities upon request (e.g. executing basic operational regression user testing scripts).
Executes funds transfers of multiple types and varying complexity using multiple processing platforms under general supervision.
Initiates a subset of manual transactions, resolves routine exceptions, and/or provides secondary approval of initiated/repaired transactions
Performs high-level financial reconciliation of processed transactions. Performs initial investigation of reconciliation exceptions.
Ensures compliance with the control framework. Identifies and reports potential conflicts with relevant regulations to the appropriate parties.
Associate/Analyst - Private Funds Group
By Venture Search At New York, United States
The role offers a hybrid model which involves Distribution, GP Origination and Project Management work.
Minimum of 18 months experience in a Placement Agent, Private Funds Group, Capital Advisory Business or M&A, ECM, Corporate broking
Conduct Due Diligence on the funds, fund portfolio etc
Advise the client on market proposition and strategy
Produce relevant marketing materials (Pitch books, teasers, IM etc)
Help the sales team in coordinating roadshows
Senior Compliance Associate - Private Funds Marketing Review/Sec Marketing Rule
By Fusion Staffing Partners At New York, NY, United States
2+ years of marketing compliance and regulatory support in the alternative investment management and/or private funds industry
Develop, implement and monitor policies and procedures for the marketing and offering of private fund investments, including foreign offerings
Demonstrated knowledge of the SEC Marketing Rule under the Investment Advisers Act
Broad understanding of investment fund compliance and regulatory requirements
Provide compliance support during the launch and closing of private investment funds process
Assist the fundraising operations team with developing RFPs, DDQs and marketing materials in compliance with federal and state securities laws
Private Funds Clo Team Lead
By Guggenheim Partners At New York County, NY, United States
Provide revenue and redemption analysis including ad hoc proforma analysis for internal Accounting and Portfolio Management teams
Strong skills to analyze and manage large sets of interconnected data and information
Ability to navigate legal documents such as Indentures, Credit Agreements, Loan Servicing Agreements, Collateral Management Agreements, etc.
Manage and approve cash movements related to warehouse borrowings and cash movements for certain private funds expenses
At least 3 years of CLO-related and/or structured product experience; and an understanding of bank debt and fixed income securities
Experience in designing, documenting, and participating in implementing processes
Analyst / Associate, Private Credit Funds
By Closed Loop Partners At New York, NY, United States
3 to 5 years of experience in accounting, fundamental credit analysis, or with a middle market lender
Bachelor's degree in finance or accounting
Keen interest in sustainable finance and the development of the social and environmental enterprise sector
Excellent written and interpersonal communication skills; ability to relate to a wide and diverse range of individuals and organizations
Undertake initial screening of inquiries and assessment of loan applications.
Assist with commercial and financial due diligence, performing market research and financial analysis, including review of historic and prospective financial information.
Financial Analyst - Private Client Group
By Raymond James At St Petersburg, FL, United States
Organizes financial information and prepares management reports in a format that can be quickly reviewed by management.
Bachelor’s degree (B.A) in business, accounting or finance and a minimum of three (3) years internal accounting experience.
Any equivalent combination of experience, education and/or training approved by Human Resources.
Performs other duties and responsibilities as assigned.
Advanced finance/accounting concepts, practices, and procedures.
Exercise initiative and problem-solving skills to independently resolve issues
Senior Marketing Compliance Associate - Private Funds
By Fusion Staffing Partners At New York, NY, United States
2+ years of investment management compliance or law firm experience supporting a private funds practice
Develop, implement and monitor policies and procedures for the marketing and offering of private fund investments, including foreign offerings
Broad understanding of investment fund compliance and regulatory requirements
Provide compliance and regulatory support to the firm's investor relations, fundraising and marketing teams
Provide compliance support during the launch and closing of private investment funds process
Assist the fundraising operations team with developing RFPs, DDQs and marketing materials in compliance with federal and state securities laws
Ny Mid-Senior Level Private Funds Attorney
By Clifford Chance LLP At , New York, Ny $250,000 - $370,000 a year

The New York office of Clifford Chance has an opening for a mid to senior level attorney in the Firm's Private Funds group. Stellar academic credentials and major law firm experience required. ...

Investment Banking Analyst | Private Funds Group
By Houlihan Lokey At New York, United States
The management of fundraising processes, including investor tracking and client communication
Strong tertiary qualifications in any subject, with a strong academic background
At least 2-3 years of experience in investment banking, investor relations, a placement agency, accounting, or consulting from a blue-chip institution
Superior analytical skills and ability to solve problems and provide solutions using data
Strong written and verbal communication skills
Pro-active and resourceful attitude of solving problems independently, with the support of an experienced senior team
Business Development Advisor - Pilot Clients ( Distressed, Private Equity/Credit, Hedge Funds, Vc)
By Batonics AB At New York, United States
This role is remote but may require occasional travel to Stockholm, Sweden
You'll help us land partners from the industry whom can be pilot clients, as well as explore funding opportunities.
Business Development Advisor - Pilot Clients
Please indicate your preference in the motivation letter.
- All good investments are anomalies, most of them are computable
- Private markets are way less automated than public ones, this gap will narrow
Assistant Director, Private Client Group
By Northwestern Mutual At Milwaukee, WI, United States
Bachelor's degree in business, finance, marketing, or related field or an equivalent combination of education and/or progressively responsible work experience.
Experience with Financial Services Practice Management or Ensemble business model philosophies/programs and/or business consulting.
Demonstrated ability to successfully manage multiple large scale, complex projects to independently solve complex business problems in a dynamic environment.
Be tightly connected to research and development of the PCG program within the financial services industry and within Northwestern Mutual.
Serve as a thought leader to internal business partners and to the field around the PCG program.
Work to develop cross-functional relationships to create PCG advocates with Home Office Business Partners and the Field as well.
Finance Internship - Private Client Group
By Royal Bank of Canada At , Florham Park, 07932, Nj
College student working toward a degree in Finance, Economics, Business or related field
Ability to manage multiple competing priorities, take initiative and thrive in a fast-paced and challenging environment
Excellent written and verbal communication skills
Proficient in Microsoft Office (Word (knowledge of mail merge is a bonus), Excel, Outlook)
Provide administrative and operational support to Financial Advisors and clients
Service clients in a pleasant, professional manner and respond to routine inquires
Finance Internship - Private Client Group
By RBC Wealth Management At Mt. Laurel, NJ, United States
College student working toward a degree in Finance, Economics, Business or related field
Ability to manage multiple competing priorities, take initiative and thrive in a fast-paced and challenging environment
Excellent written and verbal communication skills
Proficient in Microsoft Office (Word (knowledge of mail merge is a bonus), Excel, Outlook)
Provide administrative and operational support to Financial Advisors and clients
Service clients in a pleasant, professional manner and respond to routine inquires
Analyst/Associate, Project Management - Private Funds
By Brookfield Asset Management At , New York, Ny $110,000 - $140,000 a year
Support the global client relationship management team as needed
Able to independently manage siloed or parallel aspects of fundraising process
Understands LP landscape and preferences, styles and requirements across key regions and investor types
Strong strategy/product knowledge and ability to communicate (internally) details of fund approach
2-7 years of relevant experience, preferably within financial services
Very strong writing skills, high attention to detail and ability to multi-task and prioritize in a fast-paced environment under tight deadlines
Mutual Funds Operations Analyst
By Voya Financial At , Remote
Capability to use strong time management skills to prioritize, organize, and manage multiple responsibilities and projects to meet strict deadlines
Superior customer service skills with focus on building and maintaining both internal and external relationships
Enjoys researching complex issues and utilizing problem-solving and critical thinking skills to find solutions to project challenges
1+ year(s) of industry experience, or other relevant professional experience preferred
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Are you looking for an exciting opportunity to join a dynamic Private Funds Group? We are seeking an experienced Analyst to join our team and help us identify and evaluate potential investments. You will have the opportunity to work with a wide range of private funds and gain valuable experience in the industry. If you have a passion for finance and a drive to succeed, this could be the perfect job for you!

Overview An Analyst in the Private Funds Group is responsible for providing financial analysis and support to the Private Funds Group. This includes researching and analyzing financial data, developing financial models, and preparing presentations and reports. Detailed Job Description An Analyst in the Private Funds Group is responsible for providing financial analysis and support to the Private Funds Group. This includes researching and analyzing financial data, developing financial models, preparing presentations and reports, and providing recommendations to the Private Funds Group. The Analyst will also be responsible for monitoring the performance of investments, conducting due diligence on potential investments, and providing support to the Private Funds Group in the development and execution of investment strategies. Job Skills Required
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite
• Knowledge of financial analysis and modeling
• Ability to work independently and in a team environment
• Ability to multi-task and prioritize tasks
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• 1-3 years of experience in financial analysis or related field
• CFA or CPA certification is a plus
Job Knowledge
• Knowledge of financial analysis and modeling
• Knowledge of investment strategies and due diligence
• Knowledge of financial markets and instruments
• Knowledge of accounting principles and financial statements
Job Experience
• 1-3 years of experience in financial analysis or related field
• Experience in the private funds industry is a plus
Job Responsibilities
• Research and analyze financial data
• Develop financial models
• Prepare presentations and reports
• Monitor the performance of investments
• Conduct due diligence on potential investments
• Provide support to the Private Funds Group in the development and execution of investment strategies