Private Capital Advisory Analyst/Associate – Secondary

Piper Sandler Ltd.; Northern, New York (KY, NY); Hybrid; USD 125,000 - 200,000; Full time

Job summary

Piper Sandler is seeking an experienced Analyst or Associate for the New York City-based Secondary Capital Advisory team. The role focuses on advising private equity sponsors and LPs, building financial models, and supporting deal execution in a fast-paced environment.

The team operates within Piper Sandler’s Private Capital Advisory group, handling primary fundraising, secondaries, and portfolio financing. A strong candidacy includes 2–5 years in related fields and relevant FINRA licenses.

Qualifications

• 2–5 years of secondary-specific experience in investment banking, private equity secondaries, or related fields.
• Bachelor’s degree with exemplary academic record.
• Strong analytical and quantitative skills.
• Excellent written and verbal communication skills.
• FINRA SIE, 63 and 79 licenses or willingness to obtain.

Responsibilities

• Preparing materials, including confidential information memorandums, new business pitches, client presentations, and supporting due diligence documents.
• Building financial projection models for underlying companies and fund level returns.
• Conducting new investor outreach, including participating in investor calls and meetings.
• Facilitating due diligence and legal negotiation processes.
• Interfacing directly with private equity clients, management teams, and investors.
• Assisting in screening and due diligence on prospective new mandates.
• Communicating regularly with Private Capital Advisory professionals and across Piper Sandler’s M&A teams

Skills

Financial modeling

Analytical skills

Communication skills

Project management

Education

Bachelor’s degree

Job description

Piper Sandler is seeking an experienced Analyst or Associate for the New York City-based Secondary Capital Advisory team. The role focuses on advising private equity sponsors and LPs, building financial models, and supporting deal execution in a fast-paced environment.

The team operates within Piper Sandler’s Private Capital Advisory group, handling primary fundraising, secondaries, and portfolio financing. A strong candidacy includes 2–5 years in related fields and relevant FINRA licenses.