Private Equity Deal Support

This is a great opportunity for a 1–3 year analyst who wants to get into private equity from an operations, fund administration, audit, or investment-operations background. Unlike a traditional back-office role, you'll work directly across the investment lifecycle—supporting secondary and co-investment transactions, closings, portfolio management, valuation and reporting. You'll also work closely with the investment, finance and legal teams and report directly to a Partner.

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The person supports the full lifecycle of secondary PE and co-investment transactions—from execution and closing through portfolio monitoring, valuation, reporting, and ongoing operational work.
The key distinction is that this is not just fund accounting or reconciliation. The analyst sits at the intersection of:Investment teamPrivate equity transaction executionPortfolio managementFund operationsFinance/accountingLegal/complianceThey report directly to a Partner, which is notable for a 1–3 year candidate.Day-to-day responsibilities
1. Transaction execution — probably the most investment-oriented pieceSupport LP-led secondary, GP-led and co-investment dealsCoordinate closing documentationWork with lawyers, advisors, counterparties, administrators and custodiansHandle settlement and partnership-interest transfersMaintain transaction pipelines and closing checklists2. Portfolio operationsReconcile information from fund managers and administratorsMaintain portfolio dataAnswer investment-team questions about holdings, underlying funds and historical activity3. Valuation/reportingSupport portfolio valuationHelp produce internal, client and ad hoc reporting4. Treasury/accountingTrack treasury and hedging activityHelp with transaction- and portfolio-related accounting requests5. AML/KYCCoordinate documentation for funds and counterpartiesManage KYC refreshes and compliance recordsCommunicate with managers, administrators and compliance providers
Who they are looking forThe target candidate is pretty clearly 1–3 years out of college with experience in one of several feeder backgrounds:Private equity / private marketsFund administrationInvestment operationsAuditBroader financial services
They want someone strong in Excel, highly detail-oriented and capable of juggling multiple workstreams.
The ideal candidate, however, would already understand PE mechanics—fund structures, partnership interests, capital calls, distributions and NAV reporting. Secondary/co-investment exposure is specifically called out as desirable.
What makes this role attractiveThe biggest selling point is breadth.Someone coming from a pure fund-admin or accounting role could use this position to get much closer to the actual investment process. They'll see transactions, work with investment professionals, understand how secondary deals close, and then follow those investments through valuation and portfolio management.
Five-days-in-office requirement. xzbcwsv The firm is roughly 30 people, operates in an open-floor environment, and explicitly emphasizes cross-functional interaction.