Providing investment advice to help the organization meet its long-term financial objectives
Evaluating the performance of the organization?s current assets and identifying areas that could be improved
Serve as a key resource in developing house opinions on investment products, investment opportunities, and markets through ongoing qualitative and quantitative research and analysis
Utilize common analytical frameworks and develop analyses to assess private equity in terms of organization, investment strategy, performance, terms, current portfolio companies, and other key attributes
Lead meetings with general partners, management teams, and other relevant professionals to assess and evaluate investment products and their operations
Lead reference calls regarding investment opportunities and market views with industry participants
Produce written assessments and recommendations utilized by our clients and colleagues to support investment decisions, this includes detailed diligence reports backed by meetings, factual analyses, and references; and for the market, this entails periodic research reports on current topics of interest
Monitor market trends and contribute to thought leadership in investment products
Serve as a resource to colleagues and clients seeking current information on investment opportunities and markets, including data and analysis, and the opinion of the Investment products
Conduct market studies, proactive sourcing, and deal origination
Business development with the objective to build strong relationships with investors and industry experts
