Private Equity Due Diligence Specialist

Private Equity Due Diligence Specialist

Location: US-NY-New York

Category: Investment Products & Services

Position Type: Regular | Full Time

Work Type: Onsite

What You’ll Be Doing

The Private Assets Due Diligence Specialist I is responsible for the sourcing, due diligence, and monitoring of private equity investments for the firm’s alternative investments platform.

What We’re Looking For

• Performs quantitative and qualitative analysis used in the due diligence of potential private equity investment opportunities.
• Prepare investment memoranda based on due diligence findings into well-developed investment recommendations.
• Provide fundraising support, including regular communication with Financial Advisors and clients.
• Develops and manages relationships with private equity firms and other intermediaries to generate investment opportunities.
• Monitor and report on the performance of existing investments, including documentation of existing files and procedures.
• Provide analytical support to senior investment professionals for reporting, presentations, and research projects.

What You’ll Bring

• Knowledge of the alternative investment industry, general investment principles, and characteristics across asset classes, with strong finance and economic competencies.
• Excellent analytical, communication, and presentation skills.

Education & Experience

• Minimum Required: Bachelor’s degree in Business, Economics, Finance, or Accounting.
• Minimum Required: 1–3 years of relevant work experience, including but not limited to private equity, investment banking, investment consulting, or accounting and valuation services.
• Preferred: Capabilities in computer science, programming, and data analysis.

Licenses & Credentials

• Minimum Required: Series 7 & Series 66 (or 65 and 63) within 12 months of hire.

Systems & Technology

• Proficient in Microsoft Office Suite, with strong skills in Excel and PowerPoint.

Compensation Range

Salary: USD $85,000.00/Yr. - USD $100,000.00/Yr.

Actual salaries may vary and may be based on factors including each candidate’s qualifications, skills, and overall competencies. The base salary is one component of Stifel’s overall compensation package. Other benefits and offerings include discretionary bonuses, health/dental/vision/prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, and paid time off.