Private Equity & Alternative Investments Senior Analyst

Truist; Dallas (TX); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid time off

Job summary

Truist is seeking a Senior Private Equity & Credit Analyst in Dallas to lead sourcing, due diligence, and ongoing monitoring of private capital opportunities across PE, private credit, real assets, and co-investments. You will act as a private markets SME and collaborate with Private Capital, product partners, and advisors to educate clients and support allocations.

The role requires deep expertise in manager research, due diligence, and portfolio construction, with the ability to present

Qualifications

• 10+ years of experience in manager research/due diligence of private capital funds including investment due diligence (IDD), operational due diligence (ODD) or hedge fund research.
• Bachelor’s degree in finance, accounting, statistics, economics or related field.

Responsibilities

• Lead or co-lead sourcing, due diligence, underwriting and monitoring of private capital opportunities.
• Coordinate development of Truist’s private capital platform across bank and brokerage wealth channels.
• Lead business development through client meetings and private markets presentations; provide advisor and client education.
• Provide strategic advisory on portfolio construction and asset allocation.
• Represent the Private Capital team at internal and external client events to share insights on private markets.

Skills

Manager research

Due diligence

Investment analysis

Client advisory

Research communication

Education

Bachelor’s degree in finance

Bachelor’s degree in accounting/economics

Tools

Preqin

PitchBook

CAIS

Tamale

AI tools

Job description

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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:

• 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.
• Bachelor’s degree in finance, accounting, statistics, economics or related discipline/field of study
• Strong command/knowledge of investment management, manager research/due diligence relating to private capital investments, as well as the latest research methods and instruments.
• 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.
• Excellent investment and analytical skills including benchmarking analysis, track record and attribution analysis, understanding the regulatory environment & environment.
• Ability to work with and solve for the private capital investment needs for the Reserve, GenSpring and F&E segment within Truist Wealth
• Research skills include technical expertise, investigative & interpersonal capabilities, analytical capabilities and judgement in creation and growth of best in class PE or AI platform.

Preferred Qualifications:

• Graduate degree: MBA, or master's in finance, accounting statistics/math, economics, International Economics and/or International Relations degrees
• Industry qualifications such as: CFA, CAIA and/or other related credentials
• Familiarity with both closed-end/drawdown fund and evergreen/semi-liquid private capital structures preferred
• Excellent written and verbal communication skills, with the ability to communicate complex investment concepts clearly to both investment professionals and advisors
• Strong organizational skills and ability to manage multiple projects and deadlines.
• Experience with investment databases and research platforms such as Preqin, PitchBook, CAIS, Tamale, AI tools

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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