Private Investments Analyst — Portfolio Analytics

Landing Point; Boston (MA); On-site; USD 70,000 - 75,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

CFA candidate

Python

Education

Finance degree

Tools

Microsoft Excel

Excel Macros

Job description

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.