Senior Private Equity & Debt Research Analyst

Greenyard; Menlo Park (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

Alan Biller and Associates is seeking a Senior Private Equity Analyst to join our Research Team in California. You will conduct due diligence on private equity and private debt funds, support investment decision materials, and attend committee meetings.

Responsibilities include underwriting managers, performing data analysis, on-site visits, and preparing clear presentations for internal committees and clients. Five+ years of relevant experience and CFA/CAIA credentials are preferred.

Qualifications

• Masters degree and CFA; CAIA is a plus.
• Demonstrated qualitative and quantitative analysis of private markets.
• Strong written and verbal communication for investment memos.

Responsibilities

• Assist in underwriting PE and private debt managers.
• Conduct due diligence incl. data analysis, calls, site visits.
• Prepare materials for investment decisions and committee meetings.
• Present findings and recommendations to committees and clients.
• Travel approximately 20% of time.

Skills

Advanced Excel

Data analysis

Presentation skills

Communication

Team collaboration

Education

Master’s degree in Economics/Finance/Business

CFA

CAIA (a plus)

Tools

Preqin

HFR

Barclays Point

Factset

Bloomberg

Job description

Alan Biller and Associates is seeking a Senior Private Equity Analyst to join our Research Team in California. You will conduct due diligence on private equity and private debt funds, support investment decision materials, and attend committee meetings.

Responsibilities include underwriting managers, performing data analysis, on-site visits, and preparing clear presentations for internal committees and clients. Five+ years of relevant experience and CFA/CAIA credentials are preferred.