Analyst – PWM Private Capital

The Analyst, PWM Private Capital will provide detailed analysis and execution support across opportunity screening, corporate finance, financial modeling, due diligence, transaction execution, portfolio monitoring, and financial advisor & client service. Investments include private companies (co-investments and direct) and select private funds, with a focus on private equity and venture capital. They will partner with senior team members and advisors to evaluate private investment opportunities, prepare clear recommendations and client-ready materials, support offering processes, and monitor and report on investments throughout their lifecycle. They will apply sound judgment, technical skills, and project management skills to help advance transactions and private capital solutions for ultra-high net worth clients. PWM Private Capital includes the Merchant Banking program and facilitation of private market access for PWM advisors and clients across the firm, including Investment Banking and Private Shares Trading.

Essential Responsibilities:

• Analyze prospective private capital opportunities and develop preliminary recommendations on investment fit, quality, risk, and return potential.
• Build and maintain integrated financial models, valuation analyses, capitalization tables, transaction scenarios, and sensitivity cases.
• Perform financial analyses of revenue and margin drivers, cash flow, working capital, capital expenditures, leverage, and capital structure.
• Conduct company, industry, market, and competitive research and translate findings into actionable investment insights.
• Support due diligence across financial, commercial, operational, legal, tax, and compliance workstreams; identify and escalate key issues.
• Prepare comparable company, precedent transaction, discounted cash flow, and return analyses, as appropriate to the opportunity.
• Coordinate deal execution processes, including data room review, diligence trackers, management calls, internal reviews, offering trackers, and closing workstreams.
• Draft general investment and Investment Committee materials, advisor presentations, client materials, and transaction updates.
• Assess deal structures, sources and uses, ownership and dilution, downside protection, and potential exit scenarios with senior guidance.
• Monitor portfolio company performance against investment assumptions and prepare recurring performance and valuation updates.
• Partner with advisors on opportunity-specific analyses and information needed to support client conversations and new business activity.
• Maintain accurate pipeline, CRM, investment, and reporting records.
• Collaborate effectively with Legal, Compliance, Finance, Operations, Financial Advisors, the CS Research team, and other internal partners.
• Ensure all activities comply with applicable rules, regulations, policies, and procedures.
• Additional responsibilities as requested.

Qualifications:

• Bachelor's degree required Advanced Degree and/or Industry Designations preferred. 
• A minimum of 3 years of experience in investment banking and/or private markets investing required.
• Completion of an investment banking or comparable corporate finance training program preferred.
• SIE Exam, Series 7, 63/65 (or 66) licenses required; SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 180 days of employment (new hires - post 10/1/2018, for US only)
• Strong knowledge of corporate finance, accounting, valuation, and financial statement analysis.
• Demonstrated financial modeling capability, including operating forecasts, DCF, comparable company, precedent transaction, and return analyses.
• Relevant deal experience in investment banking, private equity, corporate development, transaction advisory, or private markets investing.
• Ability to manage diligence and execution tasks with accuracy, urgency, and appropriate escalation.
• Strong analytical judgment and ability to identify key value drivers, risks, and sensitivities.
• Effective written, verbal, and presentation skills for technical and non-technical audiences.
• Proficiency in Microsoft Excel and PowerPoint; experience with market data, CRM, and investment analysis systems preferred.
• Highly organized, collaborative, self-motivated, and able to manage multiple workstreams.
• Commitment to client service, confidentiality, compliance, and professional standards.

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Salary Range 111000 - 159000 USD