Investment Banking Analyst | Private Fund Advisory
Jefferies
Part of Jefferies’ broader Private Capital Advisory platform, the Private Fund Advisory (PFA) team is a leading global placement agent and alternative investment advisor focused on primary fundraising for private markets managers. PFA represents approximately 45 professionals within Jefferies’ 140+ person PCA platform, leveraging the firm’s integrated capabilities across primary fundraising, secondary advisory, and global investor coverage. The team raises capital from a diverse global investor base, including public and private pension funds, sovereign wealth funds, endowments, foundations, insurance companies, asset managers, family offices, and other institutional allocators. Through Jefferies’ broader platform, PFA benefits from access to a global network of more than 3,000 LP relationships, providing differentiated distribution and market intelligence. PFA advises clients across a wide range of closed-end strategies and private capital verticals across both Primary Capital Raising (Established & first‑time funds, Separately managed accounts, Permanent capital vehicles) and Direct and Co‑invest Capital Raising, including: Private Equity Buyout Growth Equity Infrastructure & Real Assets Energy, Power & Natural Resources Secondary Funds First‑time and emerging managers Global and emerging markets strategies The team provides end‑to‑end advisory across the fundraising lifecycle, including fund positioning, market strategy, investor targeting, marketing materials, and process execution. PFA operates as part of Jefferies’ “One PCA Team” model, enabling close collaboration with secondary advisory and sector coverage teams, and leveraging proprietary data, analytics, and market insights built from a decade of transaction activity across primary and secondary markets. About the Role / Responsibilities Analysts are core members of deal teams, supporting active fundraising mandates end‑to‑end. Responsibilities include: Supporting fundraising strategy, positioning, and investor targeting Preparing marketing materials (PPMs, pitchbooks, presentations) and translating investment strategies into compelling messaging Performing financial and portfolio analysis, including track record evaluation and benchmarking Coordinating investor diligence, including managing data rooms and drafting responses Assisting with investor outreach and process tracking, including monitoring engagement and feedback Conducting market research on fundraising trends, LP behavior, and competitive dynamics Desired Experience 1+ years of relevant experience (investment banking, private markets, consulting, or similar) Strong analytical and financial skillset with attention to detail Interest in private markets and institutional investing Excellent written and verbal communication skills Ability to manage multiple workstreams in a fast‑paced environment Proficiency in Excel, PowerPoint, and Word #J-18808-Ljbffr Jefferies
$125k - $135k
...currently looking for an Analyst to join the Private Funds Group in New York City. The... ...is a premier independent advisory firm that provides comprehensive... ...throughout an alternative investment manager's lifecycle. A... ...at a leading investment bank or placement agent An undergraduate...Private$70k - $120k
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations Apply for this... ...Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and... ...the world’s largest hedge funds, private equity funds, direct lending funds...PrivateWork experience placementWorldwide$140k - $185k
...This job description represents a sample Investment Advisory Specialist position commonly found... ...openings may vary based on employer focus (private capital, asset management, wealth... ...portfolio strategy, and assisting with fund and capital allocation. The role blends...PrivateFull time- Investment Banking to Hedge Fund Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment... ...Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific...PrivateFull time
$110k - $135k
Position Description The Analyst position at Moelis offers exposure... ...Perform company‑ and fund‑level due diligence, prepare... ...investors (profiles, strategies, investment preferences), broader market... ...experience (investment banking, private equity, consulting, transaction...PrivateWork at office- ...global multi-strategy hedge fund is seeking a highly... ...evolution of its cross-asset investment platform, spanning liquid and... ...strategies across public and private markets. This is a front-office... ...a hedge fund, investment bank, valuation advisory firm, or trading...Private
$150k - $170k
...) is a leading middle-market investment bank and full service broker-dealer... ...services and investment advisory and asset management services... ...Associate position in our Global Fund Placement & Advisory Group, with... ...on behalf of leading Private Equity clients. The Associate...Private- InforCapital, partnership is looking for an Analyst for its Private Capital Advisory Group in New York, United States. This role presents an opportunity... ...advisory transactions, focusing on secondary advisory and fund placements. Key responsibilities include market research...Private
$85k - $125k
Business Unit: Financial And Valuation Advisory Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and... ...Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and...Work experience placementWorldwide$70k - $120k
A leading global investment bank is seeking an experienced Financial Analyst for its Portfolio Valuation practice. This role entails conducting valuations of illiquid debt and equity securities held by various funds, performing analyses of financial statements, and participating...$100k - $110k
...including capital raises and advisory transactions.... ...with corporate clients, private equity firms and senior... ...to optimize a bank’s consolidated capital... ...results. Liquidity and funding risks across a bank’s... .../ policies to support investment banking due diligence...Private$385k - $395k
Simpson Thacher & Bartlett LLP in New York is seeking a Private Funds Attorney for a full-time role. This position involves providing advisory legal services for private equity clients at all stages of fund formation and operation. The ideal candidate will have a Juris...PrivateFull time- ...top-tier, mid-sized accounting firm to find a Tax Manager with private fund experience. This is a chance to work with hedge funds, private... ...tax solutions. Responsibilities Lead tax compliance and advisory for private fund clients. Review partnership and corporate tax...Private
$110k - $120k
Investment Banking Analyst II Corporate Finance - NYC Citizens is seeking an ambitious... ...of transactions, including private and public financings (... ...and acquisitions and other advisory services across the group... ...Tender Management Trust & Funding Operations Valuing Diversity...PrivateFull timeLocal areaMonday to FridayFlexible hoursShift work- ...Unit Financial And Valuation Advisory Industry Fund Opinions Overview Houlihan... ...:HLI) is a leading global investment bank recognized for delivering... ...s clients include leading private equity, credit, venture... ...position is for a Financial Analyst in the New York office who...PrivateWork at office
$85k - $105k
## Financial Analyst - Real Estate Valuation and Advisory Services - Multiple LocationsApplylocations... ...) is a leading global investment bank recognized for... ...Portfolio Valuation and Fund Advisory Services, Real... ...leading REITs, real estate private equity firms, and real estate...PrivateWorldwide- ...Investment Banking & Venture Capital Analyst Career Launch AI Talent Network Location: New York... ...within the Career Launch AI Private Job Board. It is not a... ...capital investing and startup advisory , accessible through our... ...structures across funding rounds Support capital sourcing...PrivateFull timeInternship
$385k - $395k
PRIVATE FUNDS ATTORNEYSimpson Thacher & Bartlett LLPNew York, New York, United States(on-site)Posted23 hours agoJob TypeFull-TimeIndustryLegal... ...**Description**Private Funds Attorney. NY, NY. Provide advisory legal svcs for private equity clients in all stages of fund formation...Private$135k - $175k
A leading investment bank in New York City is seeking an Analyst/Associate to join its Private Funds Group. This role involves executing primary fundraising opportunities and requires strong quantitative, analytical, and interpersonal skills. The ideal candidate should...Private- # Investment Analyst/Associate, MSIM Next Level FundMorgan Stanley Investment ManagementAssociateVenture CapitalFull... ...Analyst or Associate for the Next Level Fund. The Next Level Fund is a venture capital fund within MSIM Private Credit and Equity (PC&E), a team of 300+...PrivateWorldwide
- ...Chase & Co. is seeking a Multi Asset Private Markets Investments Analyst in New York. You will be responsible... ...and monitoring private investment funds while collaborating with various Alternatives... ...1 year of experience in investment banking or similar fields, possess strong...Private
- ...Operations Analyst Santa Monica, CA / Manhattan, NY... ...to support the firm's investment management, portfolio... ...We are a $3.0 billion private client affiliate of Angeles... ...investment advisory firm that manages over... ...private investments, hedge funds, and separately managed...PrivateWork at officeLocal area
- At Bank of America, we are guided by a common purpose to... ...Merrill organization, the Investment Solutions Group strives to... ...including Merrill and the Private Bank). The Hedge Fund Origination & Product Management... ...Client Solutions Advisory Market Analysis Negotiation...PrivateWork at officeShift workDay shift
- ...Job Summary Join the Investment Banking Division, as an Analyst in the Corporate Finance Advisory team, where you will be a key player in the execution of the firm’s business. You will work with expert professionals at the heart of a leading global investment bank. Senior...Work experience placement
$150k - $200k
...seeking an Associate to join the Transaction Opinions & Board Advisory team in New York. The role involves developing financial models... ...transaction opinions and advisory services for clients, including private equity firms. Qualified candidates will have strong analytical...Private$135k - $175k
Experienced Analyst or Associate page is loaded##... ...Secondary Capital Advisory** team in New York... ...Piper Sandler’s Private Capital Advisory... ...an alternative investment manager’s lifecycle... ...underlying companies and fund level returns*... ...in investment banking, private equity secondaries...Private$95k - $115k
...superior financial consulting advisory services requested by the... ...consulting services to our VC Fund Admin clients. The Senior Fund... ...with our Venture Capital and Private Equity clients, is an operational... ...day to day activities, investment transactions and monthly reconciliations...PrivateFull timePart timeWork at officeLocal areaRemote work$110k - $135k
...We are currently seeking an experienced Analyst (1-2 years of full time working experience... ...join our Healthcare Services financial advisory practice in New York. Moelis & Company... ...and acquisitions and conducting public & private valuation analysis for major corporations...PrivateFull timeWork experience placementWork at office- ...Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation:... ...within the Career Launch AI Private Job Board. It is not a direct job... ...capital markets, and strategic advisory in the technology sector. Key...PrivateFull timeInternship
$110k - $130k
...Investment Banking Analyst Corporate Finance - NYC Join to apply for the Investment Banking Analyst... ...broad range of transactions, including private and public financings (equity, equity... ..., mergers and acquisitions and other advisory services across the group as a generalist...PrivateMonday to FridayFlexible hours
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