Private Markets Due Diligence Analyst

remotepromsp; India; On-site; INR 3,000,000 - 5,500,000; Full time

Job summary

reputed company seeks a senior investment professional to champion CIO leadership, provide insights on wealth management, and oversee private market due diligence across sources and evaluations. The role requires strong GP networks and a track record in sourcing high‑quality funds.

You will analyze fund performance, prepare memos, and present to committees and clients, collaborating with ISG and others to refine frameworks and governance. Domestic travel is expected.

Qualifications

• Master’s degree with CFA/CAIA/CPA preferred.
• 7+ years of investment experience in private markets (private credit, buyout, venture capital, real estate, infrastructure).
• Strong GP network and experience sourcing and evaluating high‑quality private funds.
• Proficient in financial modeling and valuation for private market investments.
• Experience with data platforms such as Thomson One, Preqin, and Cambridge.
• Series7 and 66 licenses or ability to obtain within 120 days of hire.
• Excellent written and oral communication skills with strong presentation abilities.
• Analytical, detail‑oriented, and capable of synthesizing complex information.
• Comfortable engaging senior executives at private market firms.

Responsibilities

• Champion the CIO as a central resource, providing investment insights and leadership on wealth management, global markets, and portfolio strategies.
• Lead the Private Market Due Diligence process from sourcing to evaluation, including investment research, value assessment, and ongoing monitoring of private market funds.
• Analyze fund performance, prepare detailed investment memos and commentaries, and present findings to investment committees, advisors, and clients.
• Collaborate with the Investment Solutions Group (ISG) and other business lines to refine investment frameworks, tools, and services for goals‑based wealth management.
• Maintain effective governance and ongoing oversight of traditional and alternative investment strategies.
• Travel approximately 25% to meet fund managers and attend industry meetings.

Skills

Private markets investment

Financial modeling

Valuation

Sourcing private funds

Presentation skills

Education

Master’s degree (preferred) with CFA/CAIA/CPA

Tools

Thomson One

Preqin

Cambridge

Job description

Overview

At reputed company, we are guided by a common purpose to help our clients’ financial well‑being through innovative investment solutions. We also uphold responsible stewardship and support our teammates, communities, and shareholders every day. The company values an inclusive workplace, offers physical, emotional, and financial wellness resources, and maintains an in‑office culture with flexible attendance where appropriate.

Key Responsibilities

• Champion the Chief Investment Office (CIO) as a central resource, providing investment insights and thought leadership on wealth management, global markets, and portfolio strategies.
• Lead the Private Market Due Diligence process from sourcing to evaluation, including investment research, value assessment, and ongoing monitoring of private market funds (Buyout, Venture Capital, Real Estate, Infrastructure, Private Credit).
• Analyze fund performance, prepare detailed investment memos and commentaries, and present findings to investment committees, advisors, and clients.
• Collaborate with the Investment Solutions Group (ISG) and other business lines to refine investment frameworks, tools, and services for goals‑based wealth management.
• Maintain effective governance and ongoing oversight of traditional and alternative investment strategies.
• Travel approximately 25% to meet fund managers and attend industry meetings.

Qualifications & Experience

• Master’s degree (preferred) with advanced designations such as CFA, CAIA, or CPA (preferred).
• Minimum 7+ years of investment experience focused on private market strategies (private credit, buyout, venture capital, real estate, infrastructure).
• Strong GP network and experience sourcing and evaluating high‑quality private funds.
• Proficient in financial modeling and valuation for private market investments.
• Experience with data platforms such as Thomson One, Preqin, and Cambridge.
• Series7 and 66 licenses or ability to obtain within 120 days of hire.
• Excellent written and oral communication skills, with strong presentation abilities.
• Analytical, detail‑oriented, and capable of synthesizing complex information.
• Comfortable engaging senior executives at private market firms.
• Team‑player who works collaboratively across ISG and business lines.

Work Schedule

Shift: 1st shift (U.S.)

Hours per week: 40