Senior Private Credit Fund Analyst

Habitat For Humanity Of Durham; Deutschland; Vor Ort; EUR 80.000 - 120.000; Vollzeit

Zusammenfassung

Habitat For Humanity Of Durham is looking for a knowledgeable investment professional to provide insights on investment solutions. The ideal candidate will have over 8 years of private markets fund investment due diligence experience, particularly in private credit fund analysis. Responsibilities include educating partners, leading due diligence, and analyzing investment options. Proficiency in key investment modeling tools and obtaining necessary certifications are required. This position may require onsite work in accordance with company policies.

Qualifikationen

• 8+ years private markets fund investment due-diligence experience, preferably in private credit fund analysis.
• Proficiency in Excel and investment modeling tools.
• Must hold Series 7 and Series 66 (or Series 63 & 65) or ability to obtain within 120 days.

Aufgaben

• Educate internal partners on investment solutions.
• Analyze and relay investment options findings to clients.
• Manage relationships with internal and external parties.
• Lead investment due diligence on new funds.
• Explain fund merits and risks to clients.

Kenntnisse

Analytical Thinking

Attention to Detail

Causation Analysis

Presentation Skills

Research

Critical Thinking

Data Governance

Decision Making

Oral Communications

Written Communications

Active Listening

Data Quality Management

External Resource Management

Trading and Investment Analysis

Vendor Management

Ausbildung

Bachelor’s or Master’s degree

Tools

Excel

Pitchbook

Preqin

Cambridge data

Jobbeschreibung

This role is responsible for providing in-depth knowledge of investment solutions to internal partners, including financial advisors. Key responsibilities include sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, and presenting findings to committees individually or as part of a team. Job expectations include strong analytical skills with the ability to synthesize information through quantitative and qualitative lenses and a deep understanding of financial markets.

Job Responsibilities

• Educates internal partners, including financial advisors, on investment solutions using in-depth knowledge
• Thinks strategically and analyzes investment options, relaying findings to clients in an understandable manner
• Utilizes strong communication skills, both verbal and written
• Manages relationships with internal parties and external vendors
• Operates with the ability to detect, compare, and correct errors by checking data for accuracy and consistency
• Works with senior leaders and executives, exhibiting strong executive presence and the ability to lead meetings
• Leads investment due‑diligence on new funds
• Interacts with financial advisors and clients, explaining merits and risks of the fund and private credit space
• Attends annual meetings and conducts on‑site meetings

Required Qualifications

• 8+ years private markets fund investment due‑diligence experience, with a preference for candidates who have focused specifically on private credit fund analysis
• Proficiency with Excel, Pitchbook, Preqin and Cambridge data for modeling purposes
• Series 7 and Series 66 (or Series 63 & 65) required, or ability to obtain within 120 days of hire

Desired Qualifications

• Bachelor’s or Master’s degree

Skills

• Analytical Thinking
• Attention to Detail
• Causation Analysis
• Presentation Skills
• Research
• Critical Thinking
• Data Governance
• Decision Making
• Oral Communications
• Written Communications
• Active Listening
• Data Quality Management
• External Resource Management
• Trading and Investment Analysis
• Vendor Management

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift

1st shift (United States of America)

Hours Per Week

40