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Advisory Analyst



$80,000 - $100,000 PLUS BONUS

The Role:

A leading independent fundraising advisor to the private equity industry is seeking to hire an Analyst to join their team. The firm has been around for almost 10 years and was the primary fundraiser advisor for over $30b in capital.

JobĀ  Description:

  • Conduct analysis on GP deal portfolio, track record, team and market opportunity
  • Prepare marketing materials (e.g. pitch-books, PPMs, DDQs, case studies)
  • Coordinate and prioritize client fundraising road show planning
  • Collaborate to address strategic fund-raising decisions
  • Prepare and maintain fundraising tracking reports
  • Significant senior client interaction during course of fundraise
  • Investor coverage support with opportunity to work closely with relationship managers and gain a better understanding of the LP universe


Required Skills:

  • 1-2 years working in Investment Banking, Investor Relations or Corporate Finance functions

Desired Skills:

  • Series 79, Series 63 and/ or CFA, CAIA preferred
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