Investment Associate at Pathway responsible for analyzing private equity investment opportunities. Collaborating with investment managers and contributing to client performance monitoring in a hybrid role.
Responsibilities
Assist in the initial pre-screening of new primary investment opportunities
Organize the due diligence process from initial evaluation through close
Meet with investment managers (in person and/or virtually)
Oversee and conduct various quantitative analyses
Coordinate with investment managers and placement agents
Prepare comprehensive investment memos and reports
Present recommendations to Pathway’s investment committee and select clients
Oversee investment analysts on a variety of deal teams
Assist in the post-close monitoring process
Participate in update meetings with managers
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
Assist with special primary-related research and reporting projects
Requirements
2-4 years of relevant experience in a private markets primary investment role
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
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