Private Wealth Analyst

As Private Wealth Analyst, you will focus on the fundraising of evergreen private market fund offerings across the firm’s investment strategies.

Responsibilities

• Involvement in all aspects of evergreen fundraising project management
• Working with the team on the continuing development of the private wealth strategy, processes and infrastructure
• Preparation of high quality marketing presentations and fund documentation
• Completing due diligence processes, coordinating with various relevant internal teams, as well as responding to any ongoing investor specific requests
• Conducting market analysis and research
• Tracking and updating investor information; on-going monitoring of fundraising efforts
• Senior stakeholder management and updates
• Exposure to the wider capital raising and business development initiatives, as relevant

Desired Experience

Requirements:

• Strong analytical and quantitative skills
  • Fully competent with Excel; modelling skills preferable
  • Ability to conduct research, solve problems and learn quickly
• Strong communication skills
  • Fully competent with PowerPoint and Word
  • Experience in writing high quality presentations and materials, conveying messages in an effective manner
• Excellent organisational and project management skills
• Strong work ethic and excellent attention to detail
• Strong interpersonal skills and customer orientation
• Ability to work both in a small team and independently with great responsibility
• Ability to work well under pressure with very senior personnel
• Experience within a leading financial organisation (familiarity with private markets fundraising and/or the Private Wealth market additive)
• Excellent educational background at a world-class institution

Location

London

#J-18808-Ljbffr…