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.

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 team


• Private equity transaction execution


• Portfolio management


• Fund operations


• Finance/accounting


• Legal/compliance

They 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 piece

• Support LP-led secondary, GP-led and co-investment deals


• Coordinate closing documentation


• Work with lawyers, advisors, counterparties, administrators and custodians


• Handle settlement and partnership-interest transfers


• Maintain transaction pipelines and closing checklists

2. Portfolio operations

• Reconcile information from fund managers and administrators


• Maintain portfolio data


• Answer investment-team questions about holdings, underlying funds and historical activity

3. Valuation/reporting

• Support portfolio valuation


• Help produce internal, client and ad hoc reporting

4. Treasury/accounting

• Track treasury and hedging activity


• Help with transaction- and portfolio-related accounting requests

5. AML/KYC

• Coordinate documentation for funds and counterparties


• Manage KYC refreshes and compliance records


• Communicate with managers, administrators and compliance providers

Who they are looking for

The target candidate is pretty clearly 1–3 years out of college with experience in one of several feeder backgrounds:

• Private equity / private markets


• Fund administration


• Investment operations


• Audit


• Broader 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 attractive

The 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. The firm is roughly 30 people, operates in an open-floor environment, and explicitly emphasizes cross-functional interaction.