Job Type: Permanent (Salary Role)
Salary Range: $120,000 - $225,000
Start Date: ASAP
Location: Needham, MA
About the Opportunity:
Our client, a leader in the global asset management industry, is looking for a skilled Senior Analyst, Private Equity Operations to join their team. This role is responsible for the execution and management of all operational activities within the private deal approval process, deal execution/settlement, and full lifecycle management (including IPO, restriction tracking, corporate actions, & liquidity events). The ideal candidate is a self-motivated professional with a non-negotiable background in Private Equity and Asset Management. This is a high-impact role that requires a deep understanding of investment concepts and back-office operations.
Key Responsibilities & Deliverables:
This role is focused on the successful completion of specific tasks and deliverables. Your responsibilities will include:
- Execute all components of the private equity deal lifecycle, with a primary focus on deal approval and pre/post execution process, lifecycle events, IPO and liquidity exits, and corporate actions.
- Coordinate all aspects of the deal approval & lifecycle management processes directly with private Issuers, as well as internal teams, including Legal Counsel, Trading, Fund Services & Business, Valuations, and back-office teams.
- Analyze legal documentation (e.g., Stock Purchase Agreements, Subscription Agreements, Merger Agreements) related to private transactions to operationalize each deal.
- Track deal covenants, restrictions, and position changes for new and existing deals, especially during security creation and lifecycle events.
- Review and resolve discrepancies on reconciliation reports—cash/position/security master—to ensure the investment book of record is in good order daily.
- Adapt and evolve processes, controls, workflows, and systems to support new private funds and new asset classes.
- Support data needs for all functional teams involved in the private process, in particular, for performance and internal/LP reporting.
We are looking for a professional with a proven track record of success in asset management. The ideal candidate will have:
- 4-10 years of experience supporting the end-to-end lifecycle of private equity, real estate, evergreen, and secondaries investments.
- Deep expertise in Private Equity and Asset Management is non-negotiable.
- Experience must include reviewing private investment legal documents, restriction tracking, corporate actions, and trade execution/settlement, with a working knowledge of private fund structures.
- Strong understanding of private equity investment concepts across a range of asset classes (equity, real estate, fund of fund, PIPEs).
- Experience with industry technology and platforms used in supporting private equity & real estate strategies (e.g., Dynamo, EDGAR, SEC.gov, IVP, Bellwether, and Geneva).
- Ability to leverage strong technical skills to improve operational processes (such as SQL, PowerBI, Tableau, Excel macros & AI).
- Excellent organization, attention to detail, and effective articulation with written and oral communication skills.
