Private Equity Fund of Funds Analyst
2 months ago
Job Title: Full-Time Investment Manager Research Analyst
Department: Private Fund Investments (Fund of Private Equity Funds)
Minimum Relevant Experience: 3-5 years+ in a Manager Selection role (preferably in PE Fund selection or Alternatives Fund selection)
Reporting to: Head of Private Markets FoF (& other senior investment team members as required)
Business Description:
London-based Global investment manager, investing across private equity directs and funds, public equity, fixed income, alternatives and real estate. The PE Fund of Funds team specifically is responsible for sourcing and investing the clients’ capital across the best available third-party private equity funds and sourcing co-invest flow from such relationships.
Purpose of the Role:
The Manager Selection Analyst role sits within the Investment Management Team based in London. This role will support the Head of Private Markets FoF and team in the implementation of external manager research and monitoring activities covering a range of strategies across mainly private markets. The role requires the successful candidate to build strong working relationships with both the internal investment team and third-party managers. This manager selection role will be exposed to a number of Private Equity and Alternatives Strategies, e.g. VC, Buyout, Growth Equity, Credit, Real Estate, sector specific funds. This role can also be expanded over time to assist in Hedge Fund manager selection programme and support less liquid fixed income fund strategies.
Main Duties and Responsibilities:
Idea Generation and Research
- Identify, research and recommend private equity managers in assigned areas of coverage
- Use and further develop the quantitative screening tools (including conducting public and private markets benchmarking analysis)
- Produce relevant quantitative analysis to supplement the qualitative due-diligence process across existing and new investments
- Participate in the fund manager due diligence process including in-house meetings and on-site visits (where necessary)
- Detailed review of Datarooms and conducting best in class operational due diligence reviews and manager references (where appropriate)
- Write research reports on existing and/or potential managers and update existing reports with any news or new developments, which could impact the investment thesis
- Prepare recommendations for inclusion of funds for the IC approval and over time be involved in sourcing of new manager relationships
- Assist in review of commercial and legal agreements (e.g. Limited Partnership Agreements, Prospectuses, Side Letters) together with the in-house Legal team
- Draft and prepare all required documents for the IC and support and monitor the execution of legal and financial terms (including managing approval process of Aifm managers/administrators as relevant)
- Ensure investment due-diligence processes are followed, including the recording/filing of relevant documentation
- Collaborate pro-actively alongside other team members to enhance the team's idea generation and evaluation processes, systems and tools
- Assist the team in sourcing and evaluating co-investment opportunities alongside the Direct Private Equity team
Monitoring
- Prepare and present quarterly performance reports and ad-hoc updates to the IC and pipeline investments
- Monitor and assess managers' performance, produce and interpret attribution analysis and provide overall summaries
- Bring to the team's attention any changes at the manager level such as key personnel changes, style drift or any material impact to the original investment thesis
- Support all investment activities and ensure that they comply with the agreed investment guidelines
- Carry out any other similar or related duties as assigned by line manager
- Ensure monitoring processes are followed, including the recording of relevant documentation
- Periodic review of capital account statements (review of NAV, fees, expenses and overall performance KPI metrics)
- Periodic review of cashflow forecasts (expected capital calls to advise on overall liquidity management)
- Liaise with the Operations Team for flow of information / quarterly reporting
- Preparation and sourcing of ad hoc industry / sector reports to support colleagues
- Conducting regular (minimum quarterly) manager update calls/meetings (in person or via Zoom/Teams) and preping team in advance of the meetings
Education:
- Degree level educated preferably gained within a finance or economics related discipline
- Possession of post-graduate qualification or professional accreditation (MBA, CFA, CAIA or equivalent) is an advantage
Experience:
- Significant (at least 3-5 years) experience of fund manager research or related (either in Private and/or Public equities) at an investment house / Family Office or Consultancy
- Experience of interviewing fund managers, researching investment opportunities, analysing performance data and presenting to Investment Committees or portfolio managers
- Applicable financial markets and/or institutional fund manager experience
Technical Expertise / Skills / Knowledge:
- Strong working knowledge of investment strategies, capital markets and relevant fund manager universes
- Experience across a range of asset classes / strategies, liquid and illiquid is an advantage
- Show intellectual curiosity; be open to challenge and comfortable presenting and debating investment ideas with colleagues
- Highly inquisitive approach to scrutinizing track records
- Good listening and questioning skills as a significant part of the research process is conducted through interviewing fund managers
- Excellent written and analytical skills and an ability to produce clear and articulate investment recommendations
- In-depth understanding of private equity investments
- Strong quantitative and analytical skills, detail orientation, problem solver, ability to synthesise data to make relevant and logical inferences.
- Knowledge of financial accounting, corporate governance rules, investment valuation techniques, investment styles/factors and statistics
- Be proactive and embrace a ‘to-do’ and ‘can-do’ attitude with a commitment to learning
- Ability to use different information systems (Bloomberg, Factset, Morningstar, Pitchbook, Preqin etc)
- Fluent in both written and spoken English
- Excellent skills in Excel, Powerpoint, Word
Compensation:
- Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate Combination of base salary and variable annual cash bonus
- Attractive benefits package (e.g. private pension, health cover etc)
Application Process:
- Please apply via linked-in only (do not contact individual team members directly or skip the linkedin screening questions), providing details of your Resume and a brief cover email of why you could potentially for the above profile
- We will aim to contact successfully screened candidates for interviews within a few weeks but due to volume of applications please allow for some time
-
London, UK, United Kingdom PER, Private Equity Recruitment Full timeWhen you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client Our client, a leading private equity fund with a global investment focus, are currently looking to hire a Senior Funds Lawyer to join their London team. The fund,...
-
Analyst - Private Funds Group
2 weeks ago
UK, UK, United Kingdom Venture Search Full timeWe are currently representing a Boutique Investment Bank that, due to a large number of deals, is looking to expand its team by adding an Analyst to the Private Funds Group Team.Since its inception, the firm has seen tremendous growth and partnered with a number of top PE funds globally.Responsibilities:Conduct Due Diligence on Funds across Primaries,...
-
Analyst - Private Funds Group
3 weeks ago
London, UK, UK, United Kingdom Venture Search Full timeWe are currently representing a Boutique Investment Bank that, due to a large number of deals, is looking to expand its team by adding an Analyst to the Private Funds Group Team.Since its inception, the firm has seen tremendous growth and partnered with a number of top PE funds globally.Responsibilities:Conduct Due Diligence on Funds across Primaries,...
-
London, UK, United Kingdom PER, Private Equity Recruitment Full timeAbout our client Our client is a growing global investment firm with a strong track record and an international investment remit. This is an exciting opportunity to join and lead their team, based in their London, UK office. The role will focus on fund of fund investing into growth equity globally. What the job involves Drive the growth assets investment...
-
Fund Accounting Analyst
4 weeks ago
London,, UK, United Kingdom Coopman Search and Selection | B Corp™ Full timeCoopman London is delighted to partner with a growing private equity boutique that has ambitions to double their AUM by the end of 2025. Due to their high deal flow and substantial growth this year, the business is adding an additional headcount to their finance team. Working in close proximity to the CFO and under the direct management of an experienced...
-
London, UK, United Kingdom PER, Private Equity Recruitment Full timeAbout our client We are partnering with an innovative and high-performing private equity firm which is looking to hire a Fund Accountant into their finance function. This position sits within a lean team and will allow for a wide breadth of responsibilities across finance including fund finance, financial statements, investor requests and stakeholder...
-
London, UK, United Kingdom PER, Private Equity Recruitment Full timeWhen you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client We are partnering with an innovative and high-performing private equity firm which is looking to hire a Fund Accountant into their finance function. This position...
-
Associate Solicitor
1 month ago
UK, UK, United Kingdom W&P Partners Recruitment Full timeAbout the Firm:A prestigious global US law firm renowned for its commitment to providing exceptional client service is currently seeking a 2-5 PQE transactional Private Equity/Funds Solicitor. The firm has a strong culture of shared values, with a focus on diversity, pro bono legal work, and community outreach efforts worldwide.Team Overview:You will join a...
-
Commercial Fund Accountant
1 day ago
London,, UK, United Kingdom Coopman Search and Selection | B Corp™ Full timeCoopman London is delighted to partner with a growing private equity boutique that has ambitions to double their AUM by the end of 2025.Due to their high deal flow and substantial growth this year, the business is adding an additional headcount to their finance team. Working in close proximity to the CFO and under the direct management of an experienced Fund...
-
Fund Analyst
4 weeks ago
London, UK, United Kingdom twentyAI Full timeWe are currently working with an exciting, sustainability-focused private equity firm that is looking for a qualified accountant to join them as a Fund Analyst. This is a newly created role, which will involve working with senior stakeholders both within the fund and the portfolio companies (PortCos) to ensure best practices and provide valuable guidance....
-
Senior Fund Controller
4 weeks ago
UK, UK, United Kingdom Capital Dynamics Full timeRole: Senior Fund Controller (Fund Expense) - Private EquityLocation: LondonContract: Permanent About Capital Dynamics:Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries, and co-investments) and clean energy.Established in 1988, the Firm has extensive knowledge and...
-
Private Equity/Funds Formation Lawyer
3 weeks ago
London, UK, UK, United Kingdom The Panel Full timeOur client is a leading Investment Fund Manager with an established office in Dublin. While the legal team is spread across a couple of locations, the GC sits in Dublin. They are now keen to hire an experienced Senior Legal Counsel with a Private Equity / Private Fund Formation background.Location: Dublin or London.This will suit lawyers with 5-10 years pqe...
-
Private Equity Analyst
2 months ago
UK, UK, United Kingdom Skill Capital Full timeSummary:Title: Graduate Private Equity Analyst (full-time)Location: Farringdon, London (hybrid working)Compensation: £38k (pro-rata), rising to £40k on passing of 6-month probation + discretionary bonusStart date: June/July 2025 (flexible)About the Company:Based in Clerkenwell, London, Skill Capital is an FCA-regulated advisory business (capital raising,...
-
London, UK, United Kingdom PER, Private Equity Recruitment Full timeAbout our client Our client, a mid-market private equity fund that invests across multiple jurisdictions, are currently looking to hire a HR Advisor to join their London based team. To date, the fund has been very successful and have recently been through a growth phase from a people perspective, where they are really investing into the specialist...
-
Fund Financial Controller, Private Equity
2 months ago
London, UK, United Kingdom Carnegie Consulting Full timeA great opportunity to join a PE firm with circa £2bn AUM and to take a step-up in your career to be their Fund Controller. You will be overseeing and reviewing the accounts prepared by the external administrators and presenting the final numbers to the CFO. You will be a fully qualified accountant (ACA, ACCA preferred) and have requisite Private Equity...
-
Fund Accountant
3 weeks ago
London,, UK, United Kingdom Capital Dynamics Full timeRole: Fund Accountant (Private Equity)Rank: Senior AssociateLocation: LondonContract Type: Permanent (Full-time)Hybrid: Office – up to 3 days per weekAbout Capital Dynamics:Capital Dynamics is an independent global asset management firm focusing on private assets, including Private equity (primaries, secondaries and co-investments) and Clean...
-
Head of Fund Accounting, Private Equity
2 days ago
London, UK, United Kingdom Carnegie Consulting Full timeA chance to join a great business, a multi-strategy fund manager. You will lead the fund accounting and operations for theie Private Equity and Private Debt funds, AUM of over £500mn. This is a highly visible and integral role and will sit with the investment team as well as reporting directly to a highly experienced CFO/COO. You will be a fully qualified...
-
London, UK, United Kingdom Greenwich Partners Full timeWe are working with a top name in private equity secondaries. They have a fantastic track record and have a reputation for one of the premier firms in the sector. The fund has a great track record in both GP and LP led deals. We have just recruited one Associate for them, and they are now looking for a second addition to the team. The role will join a...
-
Associate, Growth Equity Fund, London, UK
2 days ago
London, UK, United Kingdom PER, Private Equity Recruitment Full timeWhen you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client Our client is an international, software-focussed growth equity fund with an impressive portfolio. Investing from their first fund there is significant capital to...
-
London, UK, United Kingdom PER, Private Equity Recruitment Full timeWhen you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client This is an exciting opportunity to join the fund operations function of a fast-growing European mid-market private equity investor. Working across the operations...
