*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Our client is a top-tier global placement agent, specializing in raising capital for private equity, real estate, infrastructure, and credit funds. With a proven track record and a strong global presence, they partner with leading fund managers and institutional investors to drive successful fundraising initiatives.
We’re looking for an Investment Analyst to join the San Francisco team. This high-impact role offers direct exposure to senior leadership, including the CEO, and provides a unique opportunity to gain broad insights into private equity and venture capital.
Key Responsibilities
- Support Fundraising: Prepare investor materials, including detailed presentations and due diligence reports.
- Fund Analysis: Evaluate fund structures, performance, and investor profiles.
- Investor Engagement: Coordinate communication with LPs, internal teams, and senior leadership.
- Data Integrity: Manage investor databases and marketing materials with accuracy.
- Market Research: Conduct deep analysis on private equity, real estate, infrastructure, and credit sectors to identify trends and opportunities.
Why Join?
- Direct exposure to top-tier private equity and venture capital firms.
- Hands-on mentorship from senior leadership, including the CEO.
- Strong career trajectory—past analysts have gone on to successful careers in investing, investor relations, and entrepreneurship.
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
- At least 1 year in investment banking or a similarly demanding financial services role.
- Bachelor’s degree in Finance, Economics, or a related field.
- Strong financial modeling and analytical skills.
- Excellent attention to detail and organization.
- Strong communication skills, comfortable engaging with senior executives.
- Adaptable and thrives in fast-paced environments.
- A proactive learner with a passion for finance, investing, and fundraising.
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.