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Private Equity Analyst, Investor Solutions Alternatives Advisory Team

Employer
BNY Mellon
Location
Boston, USA
Salary
Competitive
Closing date
Dec 7, 2023

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Job Function
Private Equity/Venture Capital
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Overview

Private Equity Analyst, Investor Solutions Alternatives Advisory Team

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

About BNY Mellon Investor Solutions:

BNY Mellon Investor Solutions is a unique business within BNY Mellon. Investor Solutions focuses on asset allocation, portfolio construction, manager research, and alternatives within a OCIO context as well as asset management context. The business constructs and manages multi-asset, multi-manager investment strategies using both proprietary and third-party investment strategies.

In addition, the team also acts as a discretionary, or non-discretionary, provider to asset owners on a global basis across institutional, intermediary, and family office channels. The business works across all of BNY Mellon and its affiliates and subsidiaries including, but not limited to, Global Distribution, Pershing, Asset Servicing, and the various investment affiliates of BNY Mellon. Investor Solutions designs and implements investment strategies that are bespoke to client needs and objectives using a myriad of asset classes, investment strategies, and overlays.

We're seeking Private Equity Analyst at Senior Associate level to join the Private Markets Group within our Investor Solutions business. This role can be located in Pittsburgh, PA or New York, NY. This is a hybrid working role.

The primary function of the Private Markets Group is to provide Investor Solutions and Wealth Management clients with attractive private capital opportunities. The Private Markets Group has responsibility for selecting and monitoring private equity fund managers utilized within the Fugio Fund of Funds and other complementary solutions added to the Wealth Management and Investment Solutions platforms. The Private Equity Analyst will work alongside the Private Market Group's portfolio managers and play a supporting role in the diligence and research of venture capital and private equity funds.

Role responsibilities:
  • Assisting Portfolio Manager's in more complex aspects of the management of private equity and alternative investment portfolios.
  • Working closely with the Portfolio Managers on the composition of portfolios and evaluate the effect of any strategy changes and analyse the suitability of the transaction.
  • Prepare trades and monitor clearing compliance notifications.
  • Responsibility with investment reporting and analytics and will support the marketing and client service teams on data requests.
  • Mapping private market investment firms and recommending funds for further due diligence by the investment team.
  • Attend and document in-person / virtual investment manager meetings and manage pipeline of new fund opportunities.
  • Identify and incorporate industry research to support investment decisions in private market portfolios and utilize data in the marketing and reporting for the Fugio funds.
  • Support the refinement and oversight of investment performance and holdings tracking / analytics within a reporting (Burgiss) system.
  • Evaluate the use of other portfolio tracking and reporting systems for consideration by the Private Markets Group.
  • Proactively research and assist with the creation of whitepapers and material that enhance and support the marketing of various Private Market solutions.
  • Assist with analyzing private equity data including benchmarking and manager cash flows that support the portfolio management team.
  • Initial travel will be limited with increased opportunities after advancement.

To be successful in this role, we're seeking the following:
  • Bachelor's degree or equivalent.
  • 3-5 years of experience in investments, including some exposure to private markets.
  • Strong quantitative skills and a background in financial modelling and analysis.
  • Ability to write concisely and coherently and a proven track record of creating and preparing presentations.
  • Strong computer skills, including proficiency with Word, Excel, Access and PowerPoint.

At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • CDP's Climate Change 'A List'

Our Benefits:

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #LI-Hybrid

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $58,900 and $128,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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