Financial Wellbeing Coach at Operation HOPE providing personalized guidance on homeownership. Helping clients navigate the process and ensuring compliance with HUD guidelines.
About the role
- Investment Associate at Pathway responsible for analyzing private equity investment opportunities. Collaborating with investment managers and contributing to client performance monitoring in a hybrid role.
Responsibilities
- Assist in the initial pre-screening of new primary investment opportunities
- Organize the due diligence process from initial evaluation through close
- Meet with investment managers (in person and/or virtually)
- Oversee and conduct various quantitative analyses
- Coordinate with investment managers and placement agents
- Prepare comprehensive investment memos and reports
- Present recommendations to Pathway’s investment committee and select clients
- Oversee investment analysts on a variety of deal teams
- Assist in the post-close monitoring process
- Participate in update meetings with managers
- Writing and production of monthly, quarterly and annual performance reports for Pathway clients
- Analysis of client portfolio performance
- Preparation of client presentations
- Attendance and participation in client meetings
- Assist with special primary-related research and reporting projects
Requirements
- 2-4 years of relevant experience in a private markets primary investment role
- Extensive knowledge of the private equity asset class with experience in private equity primary investment underwriting
- Excellent business writing (reports, memos, communications), presentation, and research skills
- Ability to work efficiently, manage to deadlines, and coordinate effectively with team members, both junior and senior
- Ability and desire to work in a collaborative, fast-paced environment
- Ability to proactively take on tasks and work independently
- Ability to interpret qualitative and quantitative data, and add own judgment to the investment process
- Detail-oriented with strong organizational skills
- Comprehensive knowledge of and experience with software applications such as MS Excel, Word, and PowerPoint
- Undergraduate degree required with a record of high academic achievement
- MBA or CFA (or progress toward either) is preferred but not required
- Willingness to travel periodically for meetings with both investment managers and clients
Benefits
- Health insurance
- Retirement plans
- Competitive salary
- Performance-based bonuses
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