About the role

  • 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

Benefits

  • Health insurance
  • Retirement plans
  • Competitive salary
  • Performance-based bonuses

Job title

Associate Investment – Primaries

Job type

Experience level

JuniorMid level

Salary

$110,000 - $140,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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