PRIVATE EQUITY ANALYST, SECONDARIES
To apply, please email your resume and any additional information to careers@capdyn.com
Role Title: Private Equity Analyst, Secondaries
Location: New York (Hybrid)
About Capital Dynamics:
Capital Dynamics (‘CD’) is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries, and direct investments) and clean energy.
Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia.
Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy.
Department Overview:
Global secondaries acquire limited partnership interest in established, high quality, mature leveraged buyout, growth capital and certain established venture capital funds and managers. The team’s differentiated approach focuses on smaller and more complex secondary transactions on a global basis, including fund restructuring, tail-end wind-down transactions, and preferred interest structures. The deal sourcing and due diligence advantages that come with an established PE platform make the secondaries team a valuable partner.
Role Purpose:
The Private Equity Analyst will support CD Secondaries platform in focusing on quantitative and qualitative due diligence support for secondary investments.
The successful candidate will support work streams on transactions during the due diligence phase of a deal, while also supporting on-going valuations, modelling, reporting to investors, capital raising and on-going portfolio management.
Key tasks and responsibilities:
• Conduct quantitative modelling and qualitative due diligence on prospective investments and managers, and various ad hoc analyses and track record analyses.
• Conduct the quantitative and qualitative analysis of the opportunities, support the drafting of investment memoranda, and support the execution.
• Write investment recommendations for presentation to investment committees.
• Various tasks related to investment monitoring and reporting.
• Support for various marketing and fundraising efforts.
• Support the origination of investment opportunities, develop your network.
Key competencies:
• Highly analytical and quantitative competencies are required, while financial analysis, modelling, valuation, reporting experience is a plus.
• An understanding of the legal framework and documentation typical for secondaries transactions (GP Led, LP secondary, and direct secondary).
• Exceptional attention to detail with the ability to produce high-quality work.
• Demonstrating propensity for a sound investment judgment with a keen awareness of risk, return and exposure management.
• Project management and presentation skills combined with multi-tasking abilities.
• Self-starter with ability to complete tasks quickly and efficiently, having regard to changing priorities, differing time.
Skills and Qualifications:
• Minimum bachelor degree from a top-tier university / college – preferred subjects including Economics, Corporate Finance, Mathematics, etc.
• 1 to 2 years of private equity, asset management, or investment banking experience, preferably with exposure / understanding of secondary transactions (GP Led, LP secondary, and direct secondary).
• Ideally CFA qualified, but not essential.
• Good understanding of accounting, finance, company valuation etc.
• Excellent practical working knowledge of financial modelling.
• Sound investment judgment with a keen awareness of risk, return and exposure management.
• Exceptional proficiency MS Word, MS Power Point and MS Excel.
Language skills:
• Must be fluent in English and display superior verbal and written communication skills.
• Additional language skills – Italian, Spanish, Japanese, South Korean etc. is desirable.
Remuneration:
• This role will offer a base salary of USD 100,000 to 130,000 per annum, plus a discretionary bonus.
• Base salary offered will depend on the level of experience the candidate is able to bring to the role.
• Benefits package including – 401k, Private Medical, Dental and Vision Insurances, Life insurances plus more.
Further notice:
• This is an office-based role, working out of our New York location a minimum of 3 days per week.
• Candidate must be able to travel to our New York office for in-person interviews.
• Please note, we are not able to offer a relocation support or travel allowance to attend interviews in person.
• To be eligible for this role, candidates must have full ‘right to work’ in the United States, without visa sponsorship.
Diversity & Inclusion:
Capital Dynamics is an Equal Opportunity Employer and is committed to creating a globally diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion (“D&I”) is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.