Investment Analyst
Responsibilities
- Conducting in-depth due diligence on managers and potential investments in one or more of the following: private equity, private credit, and infrastructure across primaries, secondaries, co-investments and direct investments
- Analyzing client portfolio performance and diversification
- Assisting with the preparation of comprehensive client reports and presentations
- Assisting with the analysis to determine optimal client portfolio construction
- Analyzing financial statements, quarterly and annual reports of private market partnerships, including a review of partnership portfolio company valuations and cash flows
- Assisting with special client servicing, reporting, research, and due diligence projects on an ad hoc basis
Requirements
- Previous experience in investment banking, consulting, audit, investment management, or other similar fields. 2022 Graduates are encouraged to apply!
- A bachelor’s degree in business, finance, economics, business economics, or related field with a record of high academic achievement
Additional Considerations
- Chartered Financial Analyst (CFA) Level I or II - Preferred, but not required.
- Experience working with one of the "Big 4" in Private Equity related transactions preferred.
COVID-19 Vaccination Requirements: Pathway requires all new employees to be fully-vaccinated from COVID-19 with vaccines authorized or approved by the FDA. Pathway will consider requests for accommodation in relation to this mandatory vaccination policy if a new employee requires a reasonable accommodation due to a disability or a sincerely held religious belief. Pathway reserves the right to request documentation and/or additional information in order to verify any request for accommodation.