Private Equity Analyst
About the position
SWIB is seeking an Investment Analyst to join its Private Markets & Funds Alpha Division. The Investment Analyst will collaborate with the Head of Private Equity, Portfolio Managers and Investment Analysts to source, review and evaluate prospective investments for the Private Equity and Current Return (i.e. private debt) Portfolios. The Private Equity Portfolio, with a market value of 18 billion dollars, focuses on global buyout, growth equity and co-investments. SWIB invests across the private equity spectrum with a current focus on U.S. and Western European small and middle-market buyout funds and growth equity funds. The Current Return Portfolio, with a market value of $4 billion, focuses on senior and mezzanine loan funds (performing credit), distressed debt funds (non-performing credit), secondary funds, other yield-driven strategies and co-investments. Co-Investments are positions in underlying portfolio companies’ equity and/or debt, alongside the Private Equity Portfolio and the Current Return Portfolio General Partners.
Responsibilities
• Assist in coordinating the timely review of new fund and co-investment opportunities
• Participate in discussions with the team regarding new potential funds and co-investments
• Assist with due diligence on new investment opportunities through research, financial modeling, participation in meetings, and travel when needed
• Coordinate with operations and legal teams on the closing of new investments
• Assist in executing the private equity strategy; help create and implement new processes to better effect communication and execute strategy
• Manage the private markets database (eFront) and track the inflow of investment opportunities
• Maintain portfolio performance and quarterly returns with an overlay of benchmark statistics
Requirements
• Bachelor’s Degree
• 2 - 4 years of investment experience (private equity preferred)
• Advanced financial modeling skills
• A willingness to travel
• Excellent verbal and written communication skills
• An ability to be adaptive and thrive in a fast-paced, changing environment
• Superb work ethic, attention to detail, team orientation, and commitment to excellence
• The position requires U.S. work authorization.
• Pursuant to our Hybrid Remote Work Policy, all staff have the flexibility to work remotely, but are required to have a weekly presence in our offices, the frequency of which is dependent on their distance from office.
• All SWIB employees are subject to SWIB’s Ethics Policy and Personal Trade Approvals Policy. These policies include restrictions on outside business activities and employment and have limits on personal trading.
Nice-to-haves
• CAIA or CFA designation a plus
Benefits
• Competitive total cash compensation, based on AON (formerly McLagan) industry benchmarks
• Comprehensive benefits package
• Educational and training opportunities
• Tuition reimbursement
• Challenging work in a professional environment
• Hybrid work environment
• Staff are not required to reside locally; however, we offer relocation reimbursement to the Dane County area per our policy.
Apply tot his job
Apply To this Job
SWIB is seeking an Investment Analyst to join its Private Markets & Funds Alpha Division. The Investment Analyst will collaborate with the Head of Private Equity, Portfolio Managers and Investment Analysts to source, review and evaluate prospective investments for the Private Equity and Current Return (i.e. private debt) Portfolios. The Private Equity Portfolio, with a market value of 18 billion dollars, focuses on global buyout, growth equity and co-investments. SWIB invests across the private equity spectrum with a current focus on U.S. and Western European small and middle-market buyout funds and growth equity funds. The Current Return Portfolio, with a market value of $4 billion, focuses on senior and mezzanine loan funds (performing credit), distressed debt funds (non-performing credit), secondary funds, other yield-driven strategies and co-investments. Co-Investments are positions in underlying portfolio companies’ equity and/or debt, alongside the Private Equity Portfolio and the Current Return Portfolio General Partners.
Responsibilities
• Assist in coordinating the timely review of new fund and co-investment opportunities
• Participate in discussions with the team regarding new potential funds and co-investments
• Assist with due diligence on new investment opportunities through research, financial modeling, participation in meetings, and travel when needed
• Coordinate with operations and legal teams on the closing of new investments
• Assist in executing the private equity strategy; help create and implement new processes to better effect communication and execute strategy
• Manage the private markets database (eFront) and track the inflow of investment opportunities
• Maintain portfolio performance and quarterly returns with an overlay of benchmark statistics
Requirements
• Bachelor’s Degree
• 2 - 4 years of investment experience (private equity preferred)
• Advanced financial modeling skills
• A willingness to travel
• Excellent verbal and written communication skills
• An ability to be adaptive and thrive in a fast-paced, changing environment
• Superb work ethic, attention to detail, team orientation, and commitment to excellence
• The position requires U.S. work authorization.
• Pursuant to our Hybrid Remote Work Policy, all staff have the flexibility to work remotely, but are required to have a weekly presence in our offices, the frequency of which is dependent on their distance from office.
• All SWIB employees are subject to SWIB’s Ethics Policy and Personal Trade Approvals Policy. These policies include restrictions on outside business activities and employment and have limits on personal trading.
Nice-to-haves
• CAIA or CFA designation a plus
Benefits
• Competitive total cash compensation, based on AON (formerly McLagan) industry benchmarks
• Comprehensive benefits package
• Educational and training opportunities
• Tuition reimbursement
• Challenging work in a professional environment
• Hybrid work environment
• Staff are not required to reside locally; however, we offer relocation reimbursement to the Dane County area per our policy.
Apply tot his job
Apply To this Job