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Fund Placement Analyst

  • Job
    Full-time
    Junior Level
  • Banking & Finance
  • New York City

AI generated summary

  • You need a finance-related Bachelor's degree, 1-2 years of investment banking experience, strong analytical skills, proficiency in Excel/PowerPoint, excellent communication skills, and ability to work in a fast-paced environment. Must be in NY or willing to relocate.
  • You will analyze, research, and prepare fundraising materials, support due diligence, monitor industry trends, coordinate communication, and maintain client relationships in a fund placement analyst role at Dartmouth Partners.

Requirements

  • Bachelor's degree in Finance, Economics, Business Administration, or related field.
  • 1-2 years of experience in investment banking, private equity, asset management, fund placement or related field preferred.
  • Strong analytical skills with the ability to interpret complex financial data and metrics.
  • Proficiency in Microsoft Excel, PowerPoint, and other relevant software tools.
  • Strong written and verbal communication skills, with the ability to create compelling presentations and reports.
  • Excellent communication and interpersonal skills, with the ability to interact effectively with clients and team members.
  • Ability to thrive in a fast-paced environment and manage multiple priorities effectively.
  • Based in New York or willing to relocate.
  • Ability to work in the United States without Visa sponsorship
  • Desired Experience:
  • 1-2 years of experience in investment banking, private equity, asset management, fund placement or related field preferred
  • Key Elements of the Role:
  • Due diligence, market research, analysis

Responsibilities

  • Conduct market research and analysis to identify potential investors and fundraising opportunities.
  • Prepare fundraising materials such as private placement memoranda, due diligence questionnaires, presentations, track record spreadsheets, etc.
  • Support the due diligence process by gathering and analyzing financial data and performance metrics of investment funds.
  • Monitor industry trends and regulatory developments that may impact fundraising activities.
  • Coordinate communication and correspondence with investors, fund managers, and internal stakeholders.
  • Participate in client meetings and presentations, providing analytical insights and recommendations as needed.
  • Maintain regular communication with general partner clients to prepare and update the marketing strategy and fundraising materials; respond to investor’s due diligence requests; and continuously review investor feedback.

FAQs

What are the key responsibilities of a Fund Placement Analyst?

The key responsibilities of a Fund Placement Analyst include conducting market research, preparing fundraising materials, supporting due diligence processes, monitoring industry trends, coordinating communication with stakeholders, participating in client meetings, and maintaining regular communication with general partner clients.

What qualifications are required for a Fund Placement Analyst role?

Qualifications for a Fund Placement Analyst role typically include a Bachelor's degree in Finance, Economics, Business Administration, or a related field, 1-2 years of experience in investment banking, private equity, asset management, fund placement or a related field, strong analytical skills, proficiency in Microsoft Excel and PowerPoint, excellent communication skills, and the ability to work in a fast-paced environment.

Where is the Fund Placement Analyst position based?

The Fund Placement Analyst position is based in New York. Candidates must be willing to relocate to New York or already be located in the area.

What is the desired experience for a Fund Placement Analyst?

Ideally, a Fund Placement Analyst should have 1-2 years of experience in investment banking, private equity, asset management, fund placement, or a related field.

What are the key elements of the Fund Placement Analyst role?

Key elements of the Fund Placement Analyst role include conducting due diligence, market research, and analysis to identify potential investors and fundraising opportunities.

Recruiting excellence from classroom to boardroom

Human Resources
Industry
51-200
Employees
2012
Founded Year

Mission & Purpose

With a unique 'Classroom to Boardroom' business model, Dartmouth is a multi-award-winning recruitment company. From fast-growing start-ups to PE-backed businesses, FTSE 250, and S&P 500 firms, we partner with ambitious businesses to help them identify exceptional talent from school-leavers and graduates, all the way up to the C-suite. Long-term thinking is hard-wired into our DNA. We support our candidates through their career journey and assist our clients in finding their most valuable asset - you. Our key differentiators? Kindness and excellence. We are part of a wider, bigger story and through our parent company, Kernel Global, we operate across multiple brands and niches, forming a global community of like-minded recruitment experts delivering exceptional results for our clients, candidates, and team alike.