What are the responsibilities and job description for the Private Market Analyst position at Lee Financial?
Description
Private Market Analyst
We are looking for a private market analyst to join our dynamic team. The private market analyst will play a pivotal role in researching, evaluating, and conducting due diligence on private market assets, such as private equity, real estate, hedge funds etc. This individual will report to the Director of Research but work in tandem with our current Senior Private Markets analyst. The ideal candidate will have a strong background in private market investments, a deep understanding of various asset classes, and the ability to navigate complex financial markets.
Responsibilities
Research and analysis : Conduct in-depth research on private market assets, including private equity, real estate, hedge funds, and other non-traditional investments.
- Due diligence : Perform thorough due diligence on potential investment opportunities, assessing risks and opportunities associated with each private market asset.
- Portfolio management : Assist in the construction and management of the private market portfolio, ensuring alignment with the firm's overall investment strategy and risk tolerance.
- Market monitoring : Stay abreast of market trends, economic indicators, and regulatory changes affecting private market asset classes. Provide regular updates to the investment team and investment committee.
- Performance monitoring : Evaluate and monitor the performance of existing private market assets, preparing comprehensive reports for internal stakeholders.
- Collaboration : Collaboratewith other investment ream members to ensure a holistic approach to portfolio management.
Requirements
Skills and Qualifications