Private Equity Funds Associate - Due Diligence & Portfolio

UTIMCO; Austin (TX); On-site; USD 180,000 - 280,000; Full time

Job summary

UTIMCO in Austin, TX seeks a Private Equity investments professional to help shape our portfolio of funds and direct investments, reporting to the Senior Managing Director of Private Equity Investments. This individual contributes to all stages of deal execution, due diligence, and portfolio monitoring, collaborating with the Private Equity and broader UTIMCO teams.

You will assess new opportunities, manage relationships with investment partners, and prepare insightful reports for committees.

Qualifications

• 5-8+ years of relevant direct investment experience in the private sector, specifically in finance, corporate development, operations, or investment-related fields
• Bachelor’s degree in finance, accounting, or related field
• Knowledge of legal structuring
• Strong written and oral communication skills

Responsibilities

• Assist in management of a portfolio of private investments including monitoring manager performance and risk
• Source and assess new investment opportunities and maintain prospective manager database
• Lead due diligence processes for fund investments and negotiate investment structuring with counsel
• Support asset allocation decisions and portfolio evaluation, prepare reports for Investment Committee and Board

Skills

Financial analysis

Due diligence

Portfolio management

Relationship management

Communication

Education

Bachelor’s degree in finance, accounting, or related field

MBA

Tools

Excel

Bloomberg

Job description

UTIMCO in Austin, TX seeks a Private Equity investments professional to help shape our portfolio of funds and direct investments, reporting to the Senior Managing Director of Private Equity Investments. This individual contributes to all stages of deal execution, due diligence, and portfolio monitoring, collaborating with the Private Equity and broader UTIMCO teams.

You will assess new opportunities, manage relationships with investment partners, and prepare insightful reports for committees.