Private Markets Due Diligence Analyst (Daly City)

Job Description:

The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies grounded in the best thinking of the Firm. It provides thought leadership on wealth management, investment strategy, and global markets, delivering strategic and tactical investment advice, along with in-depth guidance on portfolio strategies. The team develops and maintains robust frameworks, services, and tools to deliver goals-based wealth management, including asset allocation and portfolio construction across all asset classes, and manages discretionary single and multi-asset portfolios.

The CIO Due Diligence team includes investment manager research, sourcing, and selection, utilizing a strong investment governance process, including the ongoing monitoring of traditional and alternative strategies.

The Private Market Due Diligence Analyst leads the investment due-diligence process for new funds added to the platform. Responsibilities include sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees, and working on team projects.

The ideal candidate will possess:

• A strong General Partner (GP) network to source high-quality fund investments.
• Experience investing in illiquid private market strategies such as Buyout, Venture Capital, Real Estate, Infrastructure, and Private Credit.
• Company-specific modeling and valuation skills necessary to assess underlying private company investments.
• Strong analytical skills with the ability to synthesize information through both quantitative and qualitative lenses.
• Excellent written and communication skills to present findings clearly and articulately to committees, advisors, and clients.
• Strong presentation skills are a plus.
• Comfortable dealing with senior executives at private market firms.
• Team player capable of working across Investment Solutions Group (ISG) and business lines.
• Travel approximately 25% of the time to meet fund managers and attend annual meetings.

Qualifications/Desired Skills:

• Master's degree preferred; advanced designations such as CFA, CAIA, CPA are a plus.
• Minimum of 7+ years of investment experience focused on private market investments, including private credit, Buyout, Venture Capital, Real Estate, or Infrastructure.
• Proficiency with Excel, Thompson One, Preqin, and Cambridge data for modeling purposes.
• Series 7 and 66 licenses or ability to obtain within 120 days of hire.

Skills:

• Analytical Thinking
• Attention to Detail
• Causation Analysis
• Presentation Skills
• Research
• Critical Thinking
• Oral and Written Communications
• Active Listening
• Data Quality Management
• Trading and Investment Analysis

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Range: $118,700 - $169,700 annually, based on experience, education, and skills.

This role is eligible for an annual discretionary incentive plan, based on individual and company performance.

Benefits: The role is benefits-eligible, offering industry-leading benefits, paid time off, and resources to support employees' well-being and community contributions.