Senior Private Markets Analyst: PE, Credit & Real Assets

Truist; Houston (TX); On-site; USD 180,000 - 260,000; Full time

Job summary

Truist seeks a Senior Private Equity & Credit Analyst to lead sourcing, due diligence, and ongoing monitoring of private market investments across PE, private credit, real assets, and co-investments. You will bridge Private Capital with product partners, advisors, and clients, delivering education and portfolio guidance.

You will represent Truist Wealth at events, share market insights, and support clients and centers of influence with tailored private capital solutions.

Qualifications

• 10+ years of experience in manager research/due diligence of private capital funds.
• Bachelor’s degree in finance, accounting, statistics, economics or related discipline.
• Strong command/knowledge of investment management and private capital due diligence.

Responsibilities

• Lead or co-lead sourcing, due diligence, underwriting, and monitoring of private capital investments.
• Coordinate development of Truist’s private capital platform across wealth channels.
• Deliver private equity insights, advisor education, and client-focused presentations.
• Represent the Private Capital team at events and provide market insights.

Skills

Senior PE & Credit research

Investment due diligence

Communication skills

Education

Bachelor’s degree in finance or related field

Tools

Preqin

PitchBook

CAIS

Tamale AI tools

Job description

Truist seeks a Senior Private Equity & Credit Analyst to lead sourcing, due diligence, and ongoing monitoring of private market investments across PE, private credit, real assets, and co-investments. You will bridge Private Capital with product partners, advisors, and clients, delivering education and portfolio guidance.

You will represent Truist Wealth at events, share market insights, and support clients and centers of influence with tailored private capital solutions.