Senior Analyst/Manager, Private Capital Investments


San Antonio
Permanent
Negotiable
Investment Management
PR/585183_1776716539
Senior Analyst/Manager, Private Capital Investments

Overview

A sophisticated private investment organization with a long-term, fundamentals-driven approach is seeking a Senior Analyst / Manager to join its Private Capital Investments team. This role is focused on manager research, due diligence, relationship management, and portfolio support across private capital strategies, including private equity, private credit, and related vehicles, as well as selective co-investment opportunities.

The position offers meaningful exposure to the full private investment life cycle - sourcing, underwriting, portfolio construction, and monitoring within a collaborative, intellectually rigorous investment environment.


Key Responsibilities

  • Conduct comprehensive due diligence and financial analysis on private capital investments, including fund commitments and co-investments, with a strong emphasis on private equity strategies
  • Build and evaluate qualitative and quantitative investment cases, including financial modeling and scenario analysis
  • Prepare clear, well-structured investment memos and presentations for internal decision-makers and investment committees
  • Present findings and recommendations, articulating risk, return, and portfolio implications
  • Support ongoing monitoring of existing investments, including review of reports, valuation updates, and performance tracking
  • Assist with manager sourcing and relationship management, including participation in meetings, diligence sessions, and industry events
  • Research market trends, strategies, and managers across the private capital landscape
  • Contribute to portfolio construction, commitment pacing, and performance analysis
  • Maintain an organized investment pipeline and support internal reporting on research and portfolio activity
  • Perform additional duties as needed in support of the investment team

Qualifications & Experience

  • Bachelor's degree in Finance, Economics, Business, or a related field (or equivalent combination of education and experience)
  • 4-7+ years of experience in investment analysis, ideally within an allocator or institutional investment environment such as, pension funds, family offices, endowments or foundations, OCIOS or outsourced CIO platforms, private funds, alternative investments,
  • Strong financial modeling and analytical skills, with advanced Excel proficiency
  • Excellent written and verbal communication skills; ability to distill complex analyses into clear, concise materials
  • Strong organizational skills and ability to manage multiple priorities simultaneously
  • High integrity, professional judgment, and attention to detail
  • Ability to work independently while collaborating effectively across a team and with external stakeholders
  • Proficient with Microsoft Office (Excel, Word, PowerPoint, Outlook); familiarity with shared document platforms is a plus

FAQs

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