ANALYST INVESTMENT - CA

Job Description

Job Description

Investment Analysts are responsible for analyzing potential investment opportunities—including funds, secondaries, direct equities, and direct credits across private equity, private credit, and infrastructure—and monitoring client portfolios. Investment Analysts work closely with senior and mid-level professionals on small client and due diligence teams.

Job Responsibilities :

• Performing quantitative and qualitative reviews of potential private markets fund investments
• Supporting in-depth, rapidly moving underwriting of potential direct equity, direct credit, and secondary investments
• Analyzing support the due diligence process, including analyzing financial statements of private markets partnerships, reviewing partnership portfolio company valuations, and assessing relative performance
• Participating in meetings with fund managers
• Supporting Pathway’s client servicing efforts, including preparing client reports and presentations
• Assisting with special reporting, research, and due diligence projects on an ad hoc basis

Qualifications :

Benefits :

Pathway offers a valuable benefits package that includes, among other things, the following :

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. We are committed to maintaining a workplace free from harassment and discrimination.

We do not offer visa sponsorship at this time.