Private Markets Research Analyst

Ballentine Partners; Waltham (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

Vacation time

Sick leave

Parental leave

Sabbaticals

Community time off

Corporate matching program

Certifications support

Job summary

Ballentine Partners in Waltham, MA is seeking a Research Analyst to join our Investments team. You will help identify private market opportunities and support the deal process end-to-end alongside seasoned investment professionals.

The role involves sourcing, due diligence, and both financial and qualitative analysis, while maintaining manager databases and coordinating with partners. Requires a Bachelor's, up to two years' experience; salary ranges are competitive and bonus is performance-based.

Qualifications

• Demonstrate intellectual curiosity and strong interest in private markets and research.
• Be highly analytical with strong quantitative skills and attention to detail.
• Strong written, verbal, interpersonal, and presentation skills.
• Proactive and resourceful problem-solving with independent research.
• Highly organized to manage priorities and meet deadlines.
• Able to work independently and collaboratively with a positive attitude.
• Sound judgment, discretion, and integrity.
• Advanced Excel skills including building and analyzing financial models.
• Comfort with investment research platforms, manager databases, and CRM systems.
• Commitment to continuous learning and professional development.
• Contribute to broader investment team and firm initiatives.

Responsibilities

• Sourcing, researching, and evaluating private market opportunities across funds and co-investments.
• Participating in due diligence, financial/qualitative analysis, and preparing investment committee materials.
• Researching market developments, trends, and themes across private assets to inform opportunities and portfolio strategy.
• Maintaining database of investment managers and opportunities, including pipeline activity.
• Supporting ongoing relationships with investment partners and managers.
• Coordinating transaction execution and portfolio management with legal counsel, funds administrators, accountants, and other providers; promoting cross-functional collaboration.
• Other duties as assigned.

Skills

Analytical thinking

Quantitative skills

Communication

Problem solving

Organization

Team collaboration

Integrity

Excel proficiency

Learning mindset

Investment research

Education

Bachelor's degree

Master's degree or CFA (plus)

Tools

Investment platforms

Manager databases

CRM systems

Financial modeling tools

Job description

Ballentine Partners in Waltham, MA is seeking a Research Analyst to join our Investments team. You will help identify private market opportunities and support the deal process end-to-end alongside seasoned investment professionals.

The role involves sourcing, due diligence, and both financial and qualitative analysis, while maintaining manager databases and coordinating with partners. Requires a Bachelor's, up to two years' experience; salary ranges are competitive and bonus is performance-based.