Private Equity & Alternative Investments Senior Analyst

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 150,000 - 230,000; Full time

Job summary

Truist Wealth is seeking a Senior Private Equity & Credit Analyst to lead sourcing, due diligence, and monitoring of private capital opportunities across private equity, private credit, real assets, secondaries, and evergreen funds.

You will serve as a private markets SME, linking the Private Capital team with product partners, advisors and clients to deliver investment education, portfolio construction guidance and thought leadership on private markets.

Qualifications

• 10+ years in manager research or due diligence of private capital funds
• Bachelor's degree in finance, accounting, economics or related field
• Strong knowledge of investment management and private capital methods
• Excellent research, analytical, reasoning, problem solving, interpersonal and communications skills
• Strong benchmarking, attribution analysis, and understanding of regulatory environment
• Ability to support private capital needs for Truist Wealth segments
• Research skills with technical, investigative and interpersonal capabilities

Responsibilities

• Lead or co-lead sourcing, due diligence, underwriting, approval and monitoring of private capital opportunities across PE, credit, real assets, co-investments and evergreen funds.
• Coordinate development and management of Truist's private capital platform across bank and brokerage channels.
• Lead business development through client, prospect and center-of-influence meetings; deliver private markets presentations.
• Provide strategic advisory on portfolio construction, manager selection and customized projects.
• Represent Private Capital at internal and external events as speaker or expert panelist.
• Support education and market insights for advisors, clients and centers of influence.

Skills

Private capital expertise

Due diligence leadership

Portfolio construction

Advisory and client education

Education

Bachelor's degree in finance or related field

Job description

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Senior Private Equity & Credit Analyst will play a lead role in the sourcing, due diligence, selection, implementation, and ongoing monitoring of private market investment opportunities across private equity, private credit, private real assets, secondaries, co-investments, and fund-of-funds strategies, including evergreen vehicles designed for high-net-worth and private wealth investors.

This individual will serve as a private markets subject matter expert and serve as a link between the Private Capital team, product partners, advisors, and clients and will provide investment education, portfolio construction guidance, and support to advisors, clients, prospects, and centers of influence. Including representing the Private Capital team at internal and external events, delivering thought leadership and market insights across private equity, private credit, and the broader private markets.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Private Equity & Credit Sr Analyst

• Lead or co-lead the sourcing, due diligence, underwriting, approval, onboarding, and ongoing monitoring of private capital investment opportunities across private equity, private credit, real assets, co-investments, secondaries, and evergreen fund structures, including the preparation of investment memoranda, investment committee recommendations, manager reviews, and other ongoing due diligence and monitoring requirements.
• Coordinate the ongoing development, management, and enhancement of Truist's private capital platform across both bank and brokerage wealth channels, including manager selection, platform construction, product lifecycle management, advisor support, and the expansion of institutional-quality private market offerings.
• Lead and support new and existing business development initiatives through client, prospect, and center-of-influence meetings; deliver private equity and private markets presentations; provide advisor and client education; support RFP responses; and serve as a trusted resource on private capital solutions.
• Provide strategic advisory and consulting services on private capital portfolio construction, manager selection, and customized projects, including private capital portfolio reviews, asset allocation assessments, and other investment-related engagements.
• Represent the Private Capital team as a speaker and/or expert panelist at Truist Wealth internal and external client events across market footprint to build connectivity & showcase expertise with teammates, clients and prospects providing key insights, current trends and subject matter expertise with respect to private markets.
• Represent the Private Capital team as a speaker and/or panelist, and subject matter expert at internal and external client events across the Truist Wealth footprint to build connectivity and showcase private markets expertise with advisors, clients, prospects, centers of influence, and key business partners.

QUALIFICATIONS

Required Qualifications:

• 1. 10+ years of experience in manager research/due diligence of private capital funds including investment due diligence (IDD), operational due diligence (ODD) or experience working in hedge fund investment manager research. This experience should include sourcing, implementation, education, allocation, portfolio construction and client advisory.
• 2. Bachelor's degree in finance, accounting, statistics, economics or related discipline/field of study
• 3. Strong command/knowledge of investment management, manager research/due diligence relating to private capital investments, as well as the latest research methods and instruments.
• 4. Excellent research, analytical, reasoning, problem solving, interpersonal and communications (both written and verbal) skills. Proven ability to relate to and influence audiences through verbal and written communications. Demonstrated success in translating complex analytical or technical information into understandable terms. Ability to digest technical, theoretical, and other relevant information independently.
• 5. Excellent investment and analytical skills including benchmarking analysis, track record and attribution analysis, understanding the regulatory environment & environment.
• 6. Ability to work with and solve for the private capital investment needs for the Reserve, GenSpring and F&E segment within Truist Wealth
• 7. Research skills include technical expertise, investigative & interpersonal capabilities, analytical capabilities and judgement in creation and growth of best in