Investment Analyst: Private Equity Funds and Coinvestments

Performance Equity Management
Greenwich, Connecticut (US)
Commensurate with experience and competitive with market
Jan 07, 2022
Feb 06, 2022
Employment Type
Full Time


  • Performance Equity Management is a private equity asset management firm with ~$9 billion in assets under management investing in global private equity (buyout, venture capital, distressed debt) fund investments, direct co-investments, and secondary transactions.
  • The firm promotes a culture that is highly collaborative and collegial. The structure is non-hierarchal with direct access to seven Investment Partners, providing a comprehensive training and mentorship experience for ongoing career development.
  • The Investment Analyst will participate in all aspects of the investment process in a generalist role in a lean organizational environment and thus will be in a highly visible role.
  • This position is based in Greenwich, CT, within easy commuting distance from NYC.


  • Analyze and monitor performance of fund managers and underlying portfolio companies.
  • Support the due diligence process evaluating new private equity fund investments, direct co-investments and secondary transactions.
  • Prepare, analyze, and explain historical and projected financial information.
  • Produce written reports and presentations for the Investment Committee summarizing investment recommendations and providing analytical support.
  • Support portfolio review and valuation process.
  • Help maintain the internal fund and company database.
  • Complete analytical projects related to performance attribution, portfolio construction, investment strategy, and industry trends.
  • Assist with preparation of client update and reporting materials.
  • Attend meetings with existing and potential fund managers.

Other duties may be assigned as needed.


  • Strong academic record, ideally a business, economics, or other analytical undergraduate degree
  • Minimum GPA of 3.2
  • Diversity (e.g., demographic, socioeconomic, personality type, educational background) is valued.
  • 1-2 years of solid investment and/or analytical work experience, background in asset management, equity research, or consulting/accounting preferred.  Pre-MBA applicants only.
  • Candidates must be detail-oriented, pro-active, self-motivated and be able to manage multiple projects concurrently with minimal supervision.
  • Demonstrated understanding of, or strong desire to further deepen knowledge about private equity, company valuation techniques, accounting concepts and basic financial modeling.
  • Strong Microsoft Excel skills.
  • Outstanding interpersonal and communication skills, both written and verbal.

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