Private Equity Associate jobs in United States

Firm Overview

Lunate is an Abu Dhabi-based, partner-led, independent global alternative investment manager with more than 200 employees and $110 billion of assets under management. Lunate invests across the entire private markets spectrum, including buyouts, growth equity, early and late-stage venture capital, private credit, real assets, and public equities and public credit. Lunate aims to be one of the world’s leading private markets solutions providers through SMAs and multi-asset class funds, seeking to generate best-in-class risk-adjusted returns for its clients.

Role Overview

The primary purpose of the role is to contribute to the firm’s investment activities. The incumbent will play an important role in supporting the team with financial analysis, conducting thorough due diligence, supporting investment execution, and portfolios review and monitoring within the public and private markets space.

Key Duties and Responsibilities

• Deal Origination Support: Assist in sourcing and identifying potential investment opportunities within the private markets landscape. Conduct research and analysis to support deal origination efforts and uncover value-enhancing opportunities.
• Due Diligence Support: Support the due diligence process for potential investment opportunities, including financial analysis, market research, and risk assessments. Assist in evaluating investment prospects and assessing their strategic fit with the firm's investment objectives.
• Investment Execution Support: Provide support in the execution of investment transactions. Collaborate with internal teams and external parties to facilitate successful deal completion and alignment with investment strategies. Prepare investment memos/models, presentations, and other documentation to support the investment process and communicate findings to internal stakeholders.
• Portfolio Management Support: Assist in monitoring portfolio performance, conducting regular reviews, and making strategic adjustments to optimize returns and manage risks. Support the assessment of investment performance against benchmarks and client objectives.
• Market Research and Analysis: Conduct research and analysis to stay informed about industry trends, market developments, and regulatory changes affecting private markets investments. Support efforts to identify emerging opportunities and risks within the market.
• Team Collaboration: Collaborate effectively with team members and other departments. Contribute to a collaborative and high-performance culture, sharing insights and best practices to enhance team capabilities.

Qualifications & Experience

• Bachelor's degree in Finance, Business Administration, or related field; MBA or CFA designation a plus.
• Minimum of 3-5 years of experience in finance, investment banking, or related fields; prior experience in asset management is a plus.
• Strong analytical skills, with the ability to conduct financial analysis, market research, and due diligence.
• Strong financial modeling, valuation, and analytical skills, with proficiency in Excel and other financial software.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with colleagues and stakeholders.
• Detail-oriented with strong organizational skills, capable of managing multiple tasks and priorities in a fast-paced environment.
• Proactive and results-driven mindset, with a passion for delivering excellence and driving success in private markets investments.
• Knowledge of financial markets, investment principles applicable to asset management.
• Ability to thrive in a fast-paced, dynamic environment.