Associate/Senior Associate- Private Equity

Alpha Global Search LLC; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

A U.S.-based institutional investment platform is seeking an investment professional to support private equity fund investments. The role includes identifying fund opportunities, conducting due diligence, and providing ongoing portfolio monitoring while ensuring effective communication with investors. Ideal candidates hold a degree in finance or economics and have 1-5 years of relevant experience, along with strong analytical skills and proficiency in Excel and PowerPoint.

Qualifications

• 1-5 years of experience in private equity, fund investments, or related roles.
• Strong analytical, financial, and organizational skills required.
• Excellent written and verbal communication skills are necessary.

Responsibilities

• Identify and evaluate private equity fund managers and investment opportunities.
• Conduct qualitative and quantitative due diligence on private equity funds.
• Prepare investment committee materials and present opportunities.

Skills

Analytical skills

Financial skills

Organizational skills

Communication skills

Excel proficiency

PowerPoint proficiency

Education

Bachelor’s degree in Finance, Economics, or related field

MBA or Master’s preferred

Job description

A U.S.-based institutional investment platform investing across private equity and alternative strategies. The firm focuses on long-term value creation through rigorous due diligence, disciplined portfolio construction, and close partnerships with leading investment managers.

Position Overview

This role supports private equity fund and fund-of-funds investments, covering fund sourcing, due diligence, investment committee processes, and ongoing portfolio monitoring. The position provides broad exposure to institutional private equity investing within a collaborative and performance-driven environment.

Key Responsibilities

Fund Sourcing & Market Coverage

• Identify and evaluate private equity fund managers and investment opportunities
• Build and maintain a pipeline of prospective funds and manager relationships
• Engage with general partners, placement agents, and advisors through meetings and updates

Due Diligence & Investment Execution

• Conduct qualitative and quantitative due diligence on private equity funds
• Analyze fund strategies, track records, structures, and economic terms
• Coordinate with external advisors, including legal and consulting partners
• Prepare investment memoranda and support subscription and closing processes

Investment Committee Support

• Prepare investment committee materials and present opportunities
• Respond to committee questions with clear analysis and documentation
• Track feedback and follow up on action items

Portfolio Monitoring & Operations

• Monitor capital calls, distributions, NAVs, and quarterly reports
• Maintain portfolio databases and performance reporting
• Support fund operations, reconciliations, audits, and tax filings
• Participate in advisory committee meetings as needed

Investor Reporting & Strategy

• Support investor presentations and portfolio updates
• Assist with strategic research and portfolio planning
• Collaborate with internal teams and external advisors on investment strategy

Qualifications

• Bachelor’s degree in Finance, Economics, or related field (MBA or Master’s preferred)
• 1–5 years of experience in private equity, fund investments, or related roles
• Strong analytical, financial, and organizational skills
• Excellent written and verbal communication skills
• Proficiency in Excel and PowerPoint
• CFA, CAIA, or similar credentials are a plus