What are the responsibilities and job description for the Fund Analyst / Fund Placement Analyst position at Dartmouth Partners?
Fund Analyst – Fund Placement
Location: Miami, FL | Start Date: Rolling | Employment Type: Full-Time
Level: Junior Professional (0–3 years' experience preferred)
Salary: $70,000 - $90,000 Annually
About the Firm
This Funds Placement firm is a globally active, entrepreneurial advisory firm focused on raising capital for top-quartile private market investment funds. They work across private equity, venture capital, private credit, infrastructure, real assets, and other alternative strategies, with a core client size between $300 million and $2 billion.
Their clients include some of the most respected fund managers globally, and we raise capital from leading institutional investors - ranging from pension funds, endowments, and family offices to sovereign wealth funds and asset managers. They are proud to have a senior team of experienced professionals - former GPs, LPs, and placement agents - located across North America, Europe, and Asia.
Recent mandates include:
- A €160M Spanish growth equity fund anchored by a major bank
- A pre-IPO technology fund focused on U.S.-based opportunities
- $750M across PE secondary and FoF vehicles
- $250M infrastructure debt secondary transaction
- €350M CEE-focused growth equity fund IV
The Role
They are seeking a driven and intellectually curious Fund Analyst to join their dynamic team. This role offers a front-row seat to the private markets ecosystem and the chance to contribute meaningfully to live fundraising transactions, investor due diligence, and strategic advisory work. You’ll gain direct exposure to top-tier fund managers, leading institutional investors, and the mechanics of capital formation in the private equity industry.
Responsibilities
- Conduct detailed research on private equity, venture capital, private credit, and other alternative investment funds
- Analyze institutional investors and their allocations, mandates, and strategies
- Assist in screening and onboarding fund manager clients
- Build and maintain GP/LP databases and CRM systems
- Support preparation of fund marketing materials, investor presentations, and PPMs
- Perform thematic sector research and produce thought leadership content
- Collaborate across teams to support investor outreach and pipeline tracking
- Assist in updating the firm’s website and marketing content
Who You Are
- A high-performing, intellectually curious individual with 0–3 years of relevant experience (finance, consulting, investment research, or similar)
- Demonstrated passion for private equity and capital markets
- Exceptional written and verbal communication skills in English; fluency in other languages (e.g., German, French, Mandarin, Japanese) is a strong plus
- Highly organized and able to manage multiple priorities independently
- Proficient in Excel, PowerPoint, and general financial modeling
- A team player with a proactive mindset and a high standard for excellence
What We Offer
- Immediate exposure to live fundraisings and strategic projects
- Direct mentorship from seasoned private market professionals
- A highly collaborative, entrepreneurial culture
- Global exposure with the opportunity to work across geographies and strategies
- Career advancement potential within a growing platform
Salary : $70,000 - $90,000
