About the RoleThe
Investments Analyst will support sourcing, screening, diligence, selection, and monitoring of opportunities across key areas of the platform: direct investments in private real estate debt; direct investments in private credit (asset-backed, specialty finance, and other niche strategies but not direct lending), co-investments in growth equity and other strategies; and third-party alternative investment funds (various private market and hedge fund strategies). Rather than a narrow single-strategy seat, this is a highly cross-functional role suited to someone who wants broad exposure to private markets and employ a diverse skill set across direct single asset investing, co-investments, and allocating to third party funds. This candidate will be expected to have demonstrated the ability to improve their own workflows using AI.
Key Responsibilities- Private Real Estate Debt (Direct, Single Asset)
- Assist in sourcing and underwriting investment firms who show single asset deals to the firm
- Assist with reviewing/underwriting single-asset commercial real estate debt investments, including mezzanine, preferred equity, bridge, and senior loan positions
- Private Credit - Non-Direct Lending, Single Asset (ABF, Aviation, Niche Strategies)
- Assist in sourcing and underwriting investment firms who show single asset deals to the firm
- Support underwriting of asset-based finance transactions, aircraft and equipment finance, and other specialty single-asset credit opportunities
- Third-Party Fund Investments & Co-Investments
- Assist in sourcing and underwriting third party alternative investment managers and co-investments
- Conduct due diligence on alternative fund managers across private equity, private credit, private real estate, private infrastructure, and hedge fund strategies
- Support underwriting of co-investment opportunities
- Supporting Process & Research
- Prepare Investment Committee and Green Light Committee materials, including memos, models, and presentation decks
- Synthesize market research and third-party data (e.g., PitchBook, Preqin, CoStar, NAREIT) into concise internal briefings
- Identify opportunities to streamline recurring analyst and investment team workflows using AI-assisted tools, templates, and automation, and help build durable processes the broader team can reuse
Qualifications- 2-4 years of experience that includes material analyst responsibilities at any buy or sell side firm within at least two of the following areas: private credit, real estate debt, co-investments, and/or third party manager selection
- Excellent written communication; comfortable drafting memos for an Investment Committee audience
- Demonstrated proficiency using AI tools (e.g., Claude, ChatGPT) to improve day-to-day investment workflows; candidates who can speak to specific examples preferred
- Self-starter who can manage multiple threads at once and knows when to escalate open questions rather than guess
What'sin it for you Competitive compensation package, including equity
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO
401k match
Commuter benefit
Life insurance
Wellness stipend
This is a New York-based role. The base salary range for this position is USD 130,000 to 150,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.
