Private Equity Fund Investments Associate - Due Diligence

UTIMCO; Austin (TX); On-site; USD 170,000 - 260,000; Full time

Job summary

UTIMCO seeks a Private Equity professional to shape its portfolio of funds and direct investments. You will work with the Managing Director and report to the Senior Managing Director of Private Equity Investments, contributing as an individual contributor within the team.

Key duties include monitoring performance, sourcing opportunities, leading due diligence, negotiating structuring with counsel, and preparing reports for committees.

Qualifications

• 5-8+ years of direct investment experience in finance, corporate development, operations, or related fields.
• Bachelor’s degree in finance, accounting, or related field.
• Knowledge of legal structuring and strong risk management capabilities.
• Excellent communication skills across teams and with UTIMCO stakeholders.
• Advanced proficiency with financial tools (e.g., Excel, Bloomberg).
• Demonstrated ability to build professional relationships and work collaboratively.
• Willingness to travel domestically and internationally.

Responsibilities

• Assist in managing a portfolio of private investments, monitoring manager performance and risk.
• Source and assess new opportunities, perform qualitative/quantitative analysis, and maintain manager database.
• Lead due diligence processes for fund investments with input from counsel.
• Negotiate investment structuring and terms with counsel.
• Support asset allocation decisions and portfolio evaluations for the Senior Managing Director.
• Prepare standard/ad hoc reports and presentations for Investment Committee and Board.
• Develop junior team members and stay informed on capital markets.

Skills

Financial analysis

Relationship management

Communication skills

Quantitative skills

Risk management

Team collaboration

Travel willingness

Education

Bachelor's degree in finance or accounting

Tools

Excel

Bloomberg

Job description

UTIMCO seeks a Private Equity professional to shape its portfolio of funds and direct investments. You will work with the Managing Director and report to the Senior Managing Director of Private Equity Investments, contributing as an individual contributor within the team.

Key duties include monitoring performance, sourcing opportunities, leading due diligence, negotiating structuring with counsel, and preparing reports for committees.