Hybrid Associate Investment – Primaries

at Pathway Capital Management

• Job title: Associate Investment – Primaries
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $110,000 - $140,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Irvine, United States

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