Investment Analyst, Capital Investment Funds

Job Summary

The Investment Analyst, Capital Investment Funds, plays a key role in evaluating, executing, and monitoring investments in funds as well as direct co-investments in stocks alongside leading capital investment partners. In close collaboration with associates, senior associates, main directors, and general managers, the analyst contributes to multiple transactions simultaneously by conducting in-depth research, financial analyses, market evaluations, and due diligence activities. The role also includes supporting the development of relationships with capital investment firms, institutional investors, and other market participants.

The Fonds team aims to help analysts develop a versatile set of skills including: (i) a solid quantitative and analytical foundation; (ii) critical thinking and good judgment in investment matters; and (iii) leadership and communication skills in a dynamic team environment.

Team Summary

The Fonds team is part of the capital investment department. Today, Fonds manages over 65 billion dollars in assets under management and non-called commitments, and maintains relationships with approximately 40 main funds as well as over 100 historical and potential fund relationships. The Fonds group focuses on executing investments in capital investment funds (between 100 million and 1 billion dollars) and passive co-investments (less than 150 million dollars) alongside existing sponsors in North America and Europe, aiming to generate superior returns and stimulate the flow of direct transactions for the rest of the organization.

Responsibilities

• Research, analyze, and execute investments in funds and direct co-investments in stocks alongside capital investment firms
• Manage multiple transaction teams simultaneously in a supporting role
• Support main team members in establishing relationships with capital investment firms, institutional investors, and other market participants for origination, due diligence, and post-investment follow-up
• Actively participate in investment committee meetings by presenting new investment opportunities and contributing to discussions on transactions presented by other teams
• Use proprietary and third-party data sources to conduct market analyses, research new investments, portfolio tracking exercises, and similar activities
• Collaborate with other capital investment department teams, and occasionally with other asset categories, to deliver strategic projects supporting the long-term priorities of the RPC Investment Office