Financial Analyst, Private Markets jobs in United States
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L&G – Asset Management, America · 1 hour ago

Financial Analyst, Private Markets

L&G – Asset Management, America is seeking a Financial Analyst focused on Private Markets, particularly in Real Estate Equity and Private Credit strategies. The analyst will be responsible for financial planning, collaborating with investment teams, and preparing materials for senior leadership and stakeholders.

Financial Services
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Diversity & Inclusion
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H1B Sponsor Likelynote

Responsibilities

Lead the annual budgeting and forecasting process across Private Markets
Develop and maintain financial models for fund performance, asset-level returns, and investor capital activity
Analyze monthly and quarterly financial results, identifying key drivers and variances
Prepare income and expense projections, cash flow forecasts, and capital planning schedules
Collaborate with investment teams to support new product launches, acquisitions, and capital structuring
Drive scenario modelling for fund and asset-level strategies, including valuation planning and investor return analysis
Support strategic initiatives such as fund seeding, co-investment structuring, and platform scalability
Prepare materials for senior leadership, investment committees, and external stakeholders

Qualification

Financial ModelingExcelCPACFAFund StructuresAnalytical SkillsPowerPointCommunication SkillsProject ManagementCross-functional Team Management

Required

Bachelor's degree in Accounting, Finance, or related field; CPA or CFA preferred
3-5 years of experience in financial services, preferably, real estate
Strong understanding of fund structures and investment vehicles
Proficiency in Excel and PowerPoint
Experience managing third-party providers and cross-functional teams
Excellent analytical, communication, and project management skills

Preferred

CPA or CFA

Benefits

Health insurance with an optional HSA
Short term disability
Long term disability
Dental insurance
Vision care
Life insurance
Healthcare
Dependent and Limited Care Flexible Spending Accounts
401K
Vacation
Sick time
An employee assistance program
Commuter and transit programs
Supplemental health benefits including accidental injury
Critical illness and hospital indemnity insurance
Pet insurance

Company

L&G – Asset Management, America

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L&G's asset management division is a major global investor across public and private markets, with $1.4 trillion.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet.

H1B Sponsorship

L&G – Asset Management, America has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (1)
2022 (6)
2021 (7)
2020 (2)

Funding

Current Stage
Growth Stage

Leadership Team

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Aaron Meder
CEO
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Pat Ryan
Chief Financial Officer
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Company data provided by crunchbase