Analyst, Alternative Investments
Marcus Loew Booking Agency
Apply to this jobThe Analyst, Alternative Investments will work directly with a Senior Portfolio Manager and two experienced Alternative Investments team members to determine new fund and co-investment opportunities, make investment recommendations, and assist with portfolio monitoring and internal presentations.
Specifically, you will:
- Assist in conducting manager and co-investment research, due diligence, and monitoring the existing portfolio
- Manage and track due diligence processes for new Private Equity fund, Private Credit fund, and equity co-investment commitments
- Prepare investment memos for new fund commitments and co-investments
- Review fund and co-investment legal documents alongside in-house legal counsel
- Analyze key monthly and quarterly performance drivers
- Assume key role in portfolio monitoring workflows and processes, including monthly cash flow and performance reporting
- Conduct analysis on portfolio diversification, cash flow, and long-term forecasting
- Represent Loews externally and, at times, independently at annual/quarterly fund meetings as required and summarize key meeting highlights
- Handle ad hoc projects and prepare internal presentations
- Monitor and interpret key developments in the private markets
Qualifications:
- Bachelor’s degree in economics, business/finance, or accounting with a strong record of academic achievement
- 2 years of investment banking, as a Private Equity/Private Credit placement agent or in a funds’ advisory group with career interest as an LP (Limited Partner/ fund investor) rather than a Private Equity firm career track
- Alternatively, 2+ years in management consulting
- Alternatively, 1-2 years of private markets experience in an investment role at a public or corporate pension, endowment, foundation, fund-of-funds, insurance company, investment/asset management firm, or as an investment consultant
- Deep understanding of accounting/balance sheet analysis, finance, and financial markets
- Strong interest in Alternative Investments, with an emphasis on Private Equity and Private Credit funds
- Public markets or hedge fund experience a plus, including familiarity with Bloomberg
- Experience with private markets tools a plus, including but not limited to: iLevel, Cobalt, Pitchbook
- Strong technical skills and attention to detail, with proficiency in the MS Office Suite
- Familiarity with AI tools, including ChatGPT, Claude, and Power Automate/Copilot
- Willingness to support team success as needed and to work effectively in a team environment
Work Arrangement:
This role is located at 9 West 57th Street. This is a full-time exempt role with a salary of $86,100 - $129,150 plus an annual bonus and complete benefits package. Compensation offered within this range is determined by skills, experience, and organizational pay equity. Loews Corporation offers a high-quality benefits program to support our employees' and their families' health and well-being. In addition to standard offerings like medical, dental, vision, and life insurance, retirement savings, and paid time off, Loews includes comprehensive and inclusive family planning/fertility benefits. More details on these and other benefits are offered through our interview process, and we look forward to sharing them with you.
Summary
Assist in investment research, portfolio monitoring, and analysis of private market opportunities
Job title
Analyst, Alternative Investments
Experience level
2+ years or 1-2 years in private markets or management consulting
Minimum experience
1+ years exp
Industry
financial services
Location requirements
On-site at 9 West 57th Street, no remote work
Salary
$86,100 - $129,150 plus annual bonus and benefits
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
9 W, Rajasthan 335073, India