Senior Financial Analyst supporting key finance activities, forecasting, and analysis for a major snack manufacturer. Collaborating with teams to enhance decision - making and operational performance.
About the role
- Investment Associate analyzing and evaluating private equity primary investments at Pathway. Collaborating with talented professionals in a hybrid role based in Irvine, California.
Responsibilities
- Assist in the initial pre-screening of new primary investment opportunities
- Organize the due diligence process from initial evaluation through close which includes meeting with investment managers (in person and/or virtually) overseeing and conducting various quantitative analyses coordinating with investment managers, placement agents preparing comprehensive investment memos and reports presenting recommendations to Pathway’s investment committee and select clients
- Oversee investment analysts on a variety of deal teams to ensure quality of work and due diligence timeliness
- Assist in the post-close monitoring process including reviewing investment manager quarterly and annual reporting packages
- Participate in update meetings with managers in person and virtually
- Writing and production of monthly, quarterly and annual performance reports for Pathway clients
- Analysis of client portfolio performance
- Preparation of client presentations
- Attendance and participation in client meetings and presentations
- Assist with special primary-related research and reporting projects
Requirements
- 2-4 years of relevant experience in a private markets primary investment role, preferably with an allocator or an institutional investor
- Extensive knowledge of the private equity asset class with experience in private equity primary investment underwriting
- Excellent business writing (reports, memos, communications), presentation, and research skills
- Ability to work efficiently, manage to deadlines, and coordinate effectively with team members, both junior and senior
- Ability and desire to work in a collaborative, fast-paced environment
- Ability to proactively take on tasks and work independently
- Ability to interpret qualitative and quantitative data, and add own judgment to the investment process
- Detail-oriented with strong organizational skills
- Comprehensive knowledge of and experience with software applications such as MS Excel, Word, and PowerPoint
- Undergraduate degree required with a record of high academic achievement.
- MBA or CFA (or progress toward either) is preferred but not required.
- Willingness to travel periodically for meetings with both investment managers and clients.
Benefits
- Comprehensive benefits package, including health insurance and retirement plans
- Competitive salary and performance-based bonuses
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