Schroders→
Investment Analyst - Private Equity… at Schroders · New York
Entry LevelOn-siteFull-timeNew York, NY$115k–$130k/yr
Skills
financial modellingquantitative analysisprivate equity experiencefinancial statement analysiscommunication skillscuriositymulticultural teamworkenglish fluencyteam collaborationattention to detailadaptabilitytime managementproblem-solvingpresentation skillsinitiative
Job Description
Summary: Schroders is a leading provider of active asset management and advisory services, recognized for its commitment to sustainability. The Investment Analyst will support the secondaries team with investment due diligence, financial analysis, and portfolio management, focusing on North American investment opportunities.
Responsibilities:
- Support execution of investment due diligence of global secondaries opportunities, encompassing sourcing, assessment, valuation and modelling of various transaction types with a particular focus on North American GP-led transactions, and complex structured transactions
- Perform detailed asset-level financial analysis and forward-looking modelling, assessing expected returns under multiple scenarios
- Conduct industry research and develop insights relevant for secondaries and GP-led transactions
- Support preparation of investment recommendations to the Schroders Capital Investment Committee
- Development of relationships with industry participants, including secondaries advisors
- Performing portfolio analysis and monitoring of closed investments including AGM attendance and regular GP / management update calls
- Collaborate with other teams and departments on existing investments
- External representation of firm towards GPs and other market participants
- Support preparation of client pitches and requests, and development of new marketing material
- Responsible for data management and report preparation
- Support development and improvement of secondaries models and due diligence processes
- E-front logging of North American secondary transactions
Required Qualifications:
- BA Degree
- Zero to three years of full-time experience in a finance, investment or strategy consulting-oriented role; work experience in Private Equity investing, corporate finance or banking a strong plus
- Strong quantitative and qualitative analytical skills
- An excellent understanding of financial statements, financial concepts, and financial modelling
- Excellent communication skills (written / verbal / presentation)
- An ability to integrate rapidly and to work effectively in a multicultural team of professionals
- An ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy
- A high level of curiosity, strong discipline, and attention to detail
- Fluent in English, other European languages a strong plus
Required Skills: Financial modelling, Quantitative analysis, Private Equity experience
Important Skills: Financial statement analysis, Communication skills
Nice-to-Have Skills: Curiosity, Multicultural teamwork, English fluency, Team collaboration, Attention to detail, Adaptability, Time management, Problem-solving, Presentation skills, Initiative