Report and Pitch Preparation: Draft professional investment memos, background entity summaries, and market risk profiles to present directly to management partners.
Manage end-to-end analytical projects by quickly understanding context and developing structured analysis to reach alignment and provide guidance to senior stakeholders.
Support the ICs in maintaining and updating tools used to track performance of recommended trades and models including administrative support for the conduct of the Investment Committee
2+ years as an Investment Banking Analyst at a top firm (e.g. Goldman Sachs, Morgan Stanley, JPM, Evercore, Centerview, Lazard, PJT, Moelis, Guggenheim)
Due Diligence & Execution: Conduct deep-dive diligence on underlying portfolio companies, examine LP Agreements (LPA) and side letters, evaluate GP track records, and assist in closing processes.