Private Equity & Alternative Investments Analyst

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityExperience: 1-5 yearsEducation: bachelorsSkills: ["Analytical skills","Research","Quantitative analysis","Communication"]

Support private capital investing by conducting investment research across private equity, private credit, private real assets, secondaries, co-investments, and fund-of-funds. Analyze manager performance and portfolio construction, draft investment memoranda, help with operational due diligence, and produce ongoing monitoring reports. Work with senior investment professionals and serve as a resource for advisors and clients through educational content and investment insights.

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Truist Financial
Truist Financial
3 days ago

Private Equity & Alternative Investments Analyst

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Last checked: 45 minutes agoStatus: Live

Job Summary

Support private capital investing by conducting investment research across private equity, private credit, private real assets, secondaries, co-investments, and fund-of-funds. Analyze manager performance and portfolio construction, draft investment memoranda, help with operational due diligence, and produce ongoing monitoring reports. Work with senior investment professionals and serve as a resource for advisors and clients through educational content and investment insights.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Support the sourcing, evaluation, due diligence, selection, implementation, and ongoing monitoring of private investment opportunities.
  • •Conduct investment research and analyze manager performance and portfolio construction.
  • •Prepare investment memoranda and support operational due diligence activities.
  • •Produce ongoing monitoring reports for approved managers and funds.
  • •Help develop and present educational content and investment insights related to private equity and private capital allocations.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree in finance, economics, accounting, business, mathematics, or a related field.
  • •1-5 years of experience in private equity, investment management, investment banking, consulting, asset management, manager research, or corporate finance.
  • •Strong analytical, research, and quantitative skills.
  • •Maintain knowledge of evolving fund structures and secondary strategies such as evergreen vehicles, co-investment programs, continuation vehicles, and secondary strategies.
  • •Advanced proficiency in Microsoft Excel and PowerPoint.
Experience:1-5 years
Education:Bachelor's
Skills:Analytical skillsResearchQuantitative analysisCommunication
Certifications:CFACAIA
Languages:English
Tech Stack:Microsoft ExcelPowerPointPreqinPitchBookCAIS

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn