Job Description

Position Summary:

Analyze new investment opportunities, monitor funds and manage disclosure activities to aid in the selection and evaluation of private equity managers for clients.

Essential Duties/Function:

• Screen and develop new investment opportunities through the manager search and selection process.
• Build strong relationships with existing and prospective general partners.
• Plan and conduct due diligence meetings; assist in formulating investment recommendations and present reports to the Global Investment Committee.
• Participate in the Global Investment Committee, which includes members from New York, London and Tokyo offices.
• Coordinate with external parties in the negotiation and execution of agreements and documents related to Private Equity investments.
• Contribute industry news, research and data to the team; participate in industry conferences.
• Perform post-investment monitoring of funds, including periodic meetings with general partners, annual meeting attendance and office visits, etc.
• Assist in actively encouraging the promotion of ESG investment and implementing responsible investment through enhanced ESG scoring.
• Prepare comments for the quarterly reports; attend quarterly disclosure meetings with Tokyo.
• Research and investigate matters as required by clients or regulators.
• Manage and maintain data related to underlying fund performance and company data.
• Miscellaneous projects or duties as assigned.

Experience/Qualifications:

• Strong academic background including Bachelor’s degree in Business/Finance/Economics related field or equivalent work experience; MBA and/or progress toward CFA qualification is preferred.
• At least 3-5 years of relevant experience in fund investments (including experience in middle or back office), preferable with a focus on alternative fund selection at an institutional investor (including bank, insurance company, pension fund, endowment, foundation, SWF or family office), investment consultant, investment manager, or private equity firm.
• Strong command of MS Office software, including advanced Excel skills.
• Outstanding analytical, financial modeling, clear and concise written and verbal communication skills required; a fast learner with ability to excel in a highly collaborative global team.
• Ability to work before and after standard business hours as required to attend video/conference call meetings with Japan.
• Detail oriented, pro-active and able to manage multiple projects to deadlines with minimal supervision.
• Ability to travel internationally and domestically, as required.
• Must be a flexible team player able to adapt to change.
• Fluency in English is required.

The expected annual base salary for this position ranges from $115,000-$160,000.  Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus based on qualitative and quantitative factors.

In addition to a competitive base salary and discretionary bonus eligibility, we offer a generous benefits package which consists of the following:

• Medical, Dental, and Vision Insurance – Premiums for employees are covered at 100% and premiums for dependents are covered at 70% by the company
• 401k match and Money Purchase Plan (fully company-funded)
• Life Insurance and Disability Insurance
• Pre-tax Commuter Benefits
• Up to 6 weeks of Paid Parental Leave
• Tuition Reimbursement
• Current Hybrid Work Arrangements
• Paid Holidays in addition to vacation days, floating days and paid sick time

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