Private Markets Research Analyst

Ballentine Partners; Boston (MA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

Medical insurance (cost sharing)

Paid time off

Corporate matching

Education/certification support

Continuing education

Job summary

Ballentine Partners, a leading independent wealth management firm, is seeking a Research Analyst to join our Investments team in the Boston area. You will assist in identifying private market opportunities across private equity, private credit, and real assets, supporting the deal process from sourcing to execution.

The ideal candidate is highly analytical with strong quantitative skills, excellent communication, and a proactive problem-solving approach.

Qualifications

• Bachelor's degree is required.
• Master's degree and/or CFA designation (or progress toward) are a plus.

Responsibilities

• Support sourcing, research, and evaluation of private market investment opportunities across funds and co-investments.
• Participate in due diligence, financial and qualitative analysis, and preparation of investment committee materials.
• Research market developments and investment themes to inform opportunity identification and portfolio strategy.
• Maintain database of investment managers and opportunities, including pipeline activity.
• Support relationships with investment partners and managers.
• Coordinate transaction execution and portfolio management with service providers; promote cross-functional collaboration.

Skills

Analytical skills

Excel skills

Communication

Team player

Time management

Problem solving

Integrity

Education

Bachelor's degree

Master's degree or CFA

Tools

Excel

Investment platforms

CRM systems

Manager databases

Job description

Ballentine Partners, a leading independent wealth management firm, is seeking a Research Analyst to join our Investments team in the Boston area. You will assist in identifying private market opportunities across private equity, private credit, and real assets, supporting the deal process from sourcing to execution.

The ideal candidate is highly analytical with strong quantitative skills, excellent communication, and a proactive problem-solving approach.