Private Investments Analyst

Landing Point; Boston (MA); Vor Ort; USD 70.000 - 75.000; Vollzeit

Zusammenfassung

Landing Point, a Boston-based private equity firm, seeks a Private Investments Analyst to evaluate, execute, and monitor private investments within an active investment team.

The candidate should have a finance degree with strong academics, 6–12 months of investment experience, and progress toward CFA designation. Proficiency in Excel and Python is a plus to support valuation and reporting tasks.

Qualifikationen

• Undergrad degree in finance with outstanding academic credentials.
• 6–12 months of work experience in investment management or financial advisory is preferred.
• Must be a CFA candidate.
• Proficiency with Microsoft Excel; macros, Python or other data analysis tools are a plus.
• Strong understanding of valuation techniques and solid accounting/financial statement knowledge.

Aufgaben

• Coordinate processing of investment activities including capital calls and distributions.
• Monitor fund investments against original investment thesis and track performance and valuations.
• Conduct due diligence on fund and direct investments/co-investments.
• Analyze capital structures, deal terms and return scenarios for new and follow-on financings.
• Perform portfolio-level analytics including attribution and benchmarking.
• Conduct industry, market, and thematic research to source opportunities.
• Prepare for and attend limited partner and annual meetings of fund investments.
• Perform valuation analysis for company investments.
• Prepare investor performance reports and portfolio reviews for client families.
• Support annual tax return and financial statement audit processes.

Kenntnisse

CFA candidate

Python

Ausbildung

Finance degree

Tools

Microsoft Excel

Excel Macros

Jobbeschreibung

Company Overview:

A private equity firm based in Boston, Massachusetts, focuses on venture capital, hedge funds, and real estate with an event-driven investment strategy. They are seeking a Private Investments Analyst to join their investment team and play an active role in evaluating, executing, and monitoring private investments.

Job Responsibilities:

• Coordinate and review the processing of investment activities, including capital calls, distributions, and valuation adjustments
• Monitor fund investments against the original investment thesis, tracking operating performance, valuations, and key developments
• Conduct due diligence on new fund and direct investment/co-investment opportunities
• Analyze capital structures, deal terms, and return scenarios for new and follow-on financings
• Perform portfolio-level analytics, including performance attribution and benchmarking
• Conduct industry, market, and thematic research to source new opportunities
• Prepare for and attend limited partner and annual meetings of fund investments
• Perform valuation analysis for company investments
• Prepare investor performance reports and portfolio reviews for client families
• Support the annual tax return and financial statement audit processes

Qualifications:

• Undergraduate degree in finance with outstanding academic credentials
• 6-12 months of work experience in a professional setting, ideally in investment management or financial advisory roles
• Must be a CFA candidate
• Proficiency with Microsoft Excel and experience with macros, Python, or other data analysis tools is a plus
• Understanding of valuation techniques and solid understanding of accounting and financial statements
• Familiarity with the capital structures of companies and private fund structures

Compensation:

Salary: $70,000 - $75,000, Plus Bonus