Find Jobs
Find Jobs Near You – Available Work in Your Location
Investment Analyst, Secondaries
Career Insights for Investment / Portfolio Analyst
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on California data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$94,923 / year median in California
+1% projected growth
Job Description
Investment Analyst, Secondaries at Hunter SF Investment Analyst, Secondaries at Hunter SF in Millbrae, California Posted in about 22 hours ago.
Type:
full-time The Role The Analyst will focus on primary, early secondary and traditional secondary investments across private equity, infrastructure and real estate. The role includes financial modeling, the valuation of fund interests and underlying portfolio companies, qualitative and quantitative due diligence, the preparation of recommendations for the Global Investment Committee, investment monitoring, and other projects as needed. Secondary Investments Support the sourcing and initial screening of investment opportunities Analyze, value and price interests in private funds and underlying companies Prepare financial projections, transaction models and return sensitivities Conduct fund-level and asset-level due diligence, including the review of fund materials, financial statements and portfolio-company information Prepare investment memoranda and present recommendations to the global team and Investment Committee Support transaction execution and coordinate with internal and external stakeholders Monitor investments against underwritten performance and identify material developments Prepare portfolio reporting and presentations for
Limited Partners and Advisory Boards Primary Investments:
Screen the North American private markets landscape and identify attractive managers and investment opportunities Conduct research on investment strategies, sectors, teams and market dynamics Perform qualitative and quantitative due diligence, including analysis of strategy, team, track record, performance and portfolio construction Prepare investment memoranda and present recommendations to the global team and Investment Committee Monitor investments through regular dialogue with managers and attendance at investor meetings Prepare portfolio reporting and presentations for Limited Partners Required Skills Strong drive for results, intellectual curiosity and receptiveness to feedback Consistent commitment to producing accurate, high-quality work Strong understanding of corporate finance, valuation and investment analysis Advanced Excel and financial-modeling skills Strong written and verbal communication skills, including the ability to draft clear and concise investment memoranda Strong analytical judgment, attention to detail and organizational skills Ability to work independently while contributing effectively within collaborative deal teams High integrity, accountability and a strong sense of ownership Profile Bachelor's degree in finance, economics, business or another relevant field Up to two years of relevant professional experience, ideally including six to 18 months in investment banking, private equity, transaction advisory, valuation or another rigorous financial role Demonstrated interest in private markets and in building a long-term investment career in San Francisco Familiarity working with international teams and across cultures