Private Equity Placement Agent - Analyst

Location
Boston, Massachusetts
Salary
Competitive salary and benefits
Posted
26 Oct 2022
Closes
25 Nov 2022
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Monument Group Background
Established in 1994, Monument Group is a leading independent private equity placement agent providing capital solutions to private fund managers around the world. From our offices in Boston, London, Hong Kong and Tokyo, Monument Group raises capital for private investment funds, co-investments and direct deals. Through its strategic partnership with Mozaic Capital, Monument Group also provides secondary advisory services to both limited partners and general partners.

For over two decades and through multiple market cycles, Monument Group has assisted its clients in raising 120 funds, totaling $121 billion of equity. The firm’s clients span a broad range of private investment strategies, including buyouts, credit, distressed securities, energy, growth capital, infrastructure, natural resources, real estate, secondaries, special situations and venture capital, among others.

Monument Group’s culture reflects the team’s roots as limited partners, general partners and consultants. The firm takes an investor-centric approach to selecting quality mandates and preparing customized and comprehensive marketing and due diligence materials.

Monument Group is looking to add a professional to the firm’s Analytics Team in its Boston office.

Position
Analyst

Location
Boston, MA

Description
The Analyst role represents an opportunity for an individual to become a key contributor on the Monument Group Analytics Team, collaborating with senior investment professionals in performing due diligence (quantitative and qualitative), portfolio analytics and industry research. The position entails interacting with Monument Group’s General Partner clients to prepare due diligence materials and respond to institutional investor due diligence requests. The Analyst may also assist in performing due diligence on prospective Monument Group clients.

Essential Functions

  • Assist in conducting due diligence activities related to potential and existing clients for the marketing of funds, co-investments, restructurings and other structures across various alternative asset classes
  • Work closely with senior investment team members and clients to compile due diligence and marketing materials for use by potential investors
  • Conduct industry market research & statistical analysis
  • Evaluate performance of potential new clients, contribute to team discussions on new business opportunities

Qualifications and Skills

  • Education: Undergraduate degree with a strong track record of academic excellence; progress towards a CAIA or CFA designation, or desire to pursue a similar designation, a plus
  • Previous work experience: One to two years relevant professional experience; limited partner, consultant/gatekeeper, fund-of-funds, placement agent or investor relations experience highly preferred
  • SIE, Series 7 and Series 63 exams required within 6 months of employment
  • High level of integrity and professionalism
  • High degree of proficiency with Microsoft Office products, particularly Excel and PowerPoint
  • Excellent analytical and critical thinking skills
  • Impeccable attention to detail and accuracy
  • Desire to work in a small, entrepreneurial, team-oriented and collaborative environment
  • Possess outstanding written, verbal and interpersonal skills
  • Hard-working self-starter with time management and organizational skills
  • Ability to read, analyze and interpret financial reports, general business articles, professional journals, etc.

Equal Employment Opportunity
Monument Group is an affirmative action-equal opportunity employer. The Company is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, creed, religion, ancestry, age (40 and above), sex, pregnancy, national origin, sexual orientation, disability, marital or familial status, veteran status, military service or application for military service, gender-related identity or any other characteristic protected by law. It is expected that all employees will follow a similar policy toward their co-workers.

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