Asset & Wealth Management, Alternative Capital Markets, Liquidity Solutions Analyst - New York

About Alternative Capital Markets (ACM)

Alternative Capital Markets is a global team with 60+ alternative investment professionals across eight offices, responsible for over $120B+ in AUS, serving institutions, foundations, family offices, high net worth and ultra-high net worth individuals. ACM is the architect of the Wealth Alternatives platform including private equity, growth / venture capital, private credit, private real estate, hedge funds, co-investments and impact private investing. These offerings include AM Private, XIG, and third-party external investment strategies, as well as differentiated private company access via both internal and external referrals. ACM's full-service capital markets business covers the entire lifecycle of an alternative investment, from investment sourcing to client solutions, as well as a discretionary offering enabling programmatic platform access, an in-house liquidity platform for clients (qualified matching service, or QMS), and dedicated platform management and strategy.

ACM's Liquidity Solutions business is rapidly growing given the increased commitments to private assets across private wealth investors and the natural need for liquidity over time. The Liquidity Solutions team focuses on a range of offerings, including a quarterly auction process, tail-end fund liquidity sales and strategic transactions for specific platform assets.

Role Overview

This Analyst role is focused on supporting the origination, underwriting, and execution of secondary advisory mandates within the Liquidity Solutions business. The successful candidate will serve as a key analytical resource on the deal team, responsible for financial modeling, portfolio valuation, preparing marketing materials, and coordinating buyer and seller communications. You will work closely with senior team members to advise clients on liquidity options, manage due diligence processes, and analyze bids for complex secondary transactions.

RESPONSIBILITIES

Underwriting & Valuation

• Portfolio Valuation: Build and maintain financial models to value private equity, venture capital, private credit, and real estate fund portfolios or direct private assets.
• Pricing Analysis: Perform net asset value (NAV) reconciliations, historical performance analysis, and pricing analyses to help establish market-clearing price expectations.
• Market Research: Conduct industry and manager-specific research to support underwriting assumptions and track secondary market pricing trends.

Deal Execution & Marketing

• Marketing Collateral: Draft high-quality marketing materials, including teasers, Confidential Information Memorandums (CIMs), and client pitchbooks for secondary transactions.
• Due Diligence Management: Set up and manage virtual data rooms (VDRs), coordinate the due diligence process, and track diligence during transactions.
• Bid Analysis: Compile, analyze, and synthesize bids received during auction processes, preparing comparison sheets and pricing summaries for senior team members and clients.

Outreach & Client Support

• Buyer & Seller Coverage Support: Assist in identifying, profiling, and targeting potential secondary buyers (e.g., dedicated secondary funds, pension funds, family offices) and sellers.
• Transaction Coordination: Work alongside legal, compliance, and external managers to facilitate the execution of transfer agreements and transaction closings.
• Client Reporting: Assist in preparing regular transaction status updates and presentations for advisory clients.

EXPERIENCE / SKILLS

• Bachelors Degree or higher.
• 1-3 years of experience in investment banking, secondary advisory, private equity, valuations, or a highly analytical role within asset management.
• Strong financial modeling, valuation, and quantitative skills.
• High proficiency in Microsoft Excel and PowerPoint.
• Active Series 7 and Series 63 licenses preferred or the ability to obtain them shortly after joining
• Excellent written and verbal communication skills, with the ability to clearly articulate financial concepts.
• Strong project management skills and the ability to manage multiple transaction timelines simultaneously.
• High attention to detail, strong commercial awareness, and a proactive, self-starter attitude.