Business Management , Private Equity Solutions Group, Business Analyst - New York

The Private Equity Solutions Group (PESG) Business Analyst on the Business Management team will take ownership of projects related to client coverage, group strategy, and broader firm initiatives. The role provides a behind-the-scenes perspective of the investment banking industry and how private equity coverage is approached and executed.

Responsibilities

• Design and maintain multiple CRM and market intelligence databases in Excel and Salesforce
• Gather and synthesize market intelligence for internal reporting and client-facing materials
• Automate and take ownership of regular reporting and analysis
• Create and maintain team and firm credentials (Excel, PowerPoint)
• Create company and industry reports and maintain market screens (e.g., sponsor-owned public company screen, debt screen)
• Support client relationships including tailored materials, pitch support, and client interaction participation
• Liaise with partner groups to coordinate knowledge sharing
• Support project-based work in partnership with internal teams (PESG, business management, data science, etc.)
• Ensure team organization and follow-through on next steps and follow-up items
• Network with internal client groups and support PESG efforts to collaborate with these groups

Required Skills/Characteristics

• Self-starter with strong drive and work ethic
• Excellent problem solving, troubleshooting, and analytical skills
• Positive attitude and eagerness to learn
• Strong leadership qualities
• Propensity to take ownership of a task and drive its completion
• Understanding of investment banking, financial concepts, and related market activities
• Ability to multi-task and quickly adapt to changing business needs
• Comfortable in a high-paced environment
• Strong attention to detail and accuracy
• Solid emotional intelligence and interpersonal skills
• Strong communication skills (written and verbal)
• Excellent computer skills (Microsoft Suite – Excel, PowerPoint, Word)
• Preferred but not required: experience with Macros, Pivot Tables, and VBA programming
• Exposure to Salesforce, Preqin, and/or Bloomberg is a plus

Background/Qualifications

• Undergraduate degree, preferably in a business-related major
• 0–2 years of experience in financial services, financial research, and/or analysis preferred
• Excellent quantitative analytical skills and experience
• Previous data analysis, client support, analytics, or banking experience preferred

Expected Salary Range: USD $75,000 - $85,000

Equal Opportunity Employer

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.