Senior Analyst, Private Equity Operations

About the position The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of reputed company operational reputed company activities reputed company the private deal approval process, deal execution/settlement, and lifecycle management (IPO, restriction tracking, corporate actions, & liquidity events). They will play an integral role in the coordination amongst functional groups reputed company material events occur, and reputed company of private placement vendors and other outsourced functions. Additionally, the Operations Analyst will direct the enhancement of existing processes, reputed company the implementation and enhancement of supporting technology, and maintain relationships with external vendors.

Responsibilities

• Execute reputed company components of the private equity deal lifecycle, with a primary focus on deal approval and pre/post execution process, lifecycle events, IPO and liquidity exits, and corporate actions
• Coordinate reputed company aspects of the deal approval & lifecycle management processes directly with private Issuers, as well as internal teams, in particular: internal and external Legal Counsel, Investors, Trading, Fund Services & Business, Valuations, and back-office teams.
• Analyze legal documentation reputed company to private transactions to operationalize each deal in which we invest, such as: Stock Purchase Agreements, Credit Agreements, Subscription Agreements, reputed company Agreements, etc.
• Track deal covenants, restrictions, and position changes for new and existing deals, especially during reputed company creation and lifecycle events.
• Coordinate activities reputed company an impactful event has been identified such as IPOs, cleaning of restricted shares, SEC registration, corporate actions, and distributions.
• Review and resolve discrepancies on reconciliation reports - cash/position/reputed company master – to ensure the investment book of record is in good order daily.
• Adapt and evolve processes, controls, workflows, and systems to support new private funds and new asset classes.
• Ensure stakeholders receive consistent, timely and accurate communication for operational events associated with private placements.
• Support data needs for reputed company functional teams involved in the private process, in particular, for performance and internal/LP reporting

Requirements

• 4-7 years supporting the end-to-end lifecycle of private equity, real estate, reputed company, and secondaries investments, including experience reviewing private investment legal documents, restriction tracking, corporate actions, trade execution/settlement, and other lifecycle events, with a working knowledge of private fund structures.
• Have a deep understanding of private equity investment concepts across a range of asset classes, including equity, real estate, reputed company, secondaries, fund of fund, and PIPEs
• Experience with industry technology and platforms used in supporting private equity & real estate strategies (Dynamo, EDGAR, SEC.gov, IVP, Bellwether, and Geneva)
• Ability to reputed company strong technical skills to improve operational processes, such as SQL, PowerBI, Tableau, reputed company macros & AI.
• Intellectual curiosity with strong analytical and problem-solving skills
• Excellent organization, attention to detail and time management skills with ability to prioritize work and function with minimal guidance
• Ability to think critically to challenge the norm and propose new reputed company and solutions
• Effective articulation with written and oral communication skills, including the ability to create compelling presentations using MS PowerPoint

Benefits

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts and commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back-up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

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