Pasona N A, Inc. · 3 weeks ago
Private Equity Associate
Manhattan, NY
Full-time
Onsite
Entry, Mid Level
$100K/yr - $130K/yr
1+ years expPasona N A, Inc. is a Japanese asset management company seeking an Investment Associate for their NYC branch office. The role involves supporting the full investment lifecycle for private equity funds, including fund sourcing, due diligence, and managing investor relations while ensuring effective communication with internal teams and external stakeholders.
Human ResourcesSmall and Medium BusinessesStaffing Agency
Hiring Manager
Xiao Bei Jiang
Responsibilities
Identify prospective general partners (GPs) and their private equity funds for potential investments, leveraging proprietary sources, sub-advisors’ recommendations, and external databases
Engage directly with GPs and placement agents to obtain fund updates and cultivate relationships with them (including with existing investee GPs via regular follow-up meetings and annual general meetings)
Identify and include attractive prospective investment funds in the pipeline list, prepare brief summaries, and share with internal team members
Conduct comprehensive due diligence on private equity fund managers, including strategy evaluation, track record analysis, organizational structure, and alignment of interests
Analyze fund terms, legal documentation, and fee structures, occasionally in collaboration with sub-advisors and external legal counsels
Coordinate with sub-advisors and other external advisors (e.g., consultants, legal counsel, tax advisors) to validate assumptions and enhance investment decision-making
Prepare investment recommendation materials and support the execution of subscription documents and closing processes
Prepare detailed presentation materials for IC meetings
Present investment opportunities to the decision-maker and respond to questions raised by committee members during the IC process with clarity and professionalism
Track IC feedback provided through internal channels and ensure follow-up actions are completed in a timely manner
Monitor ongoing performance of fund investments, including capital calls, distributions, NAV updates, and quarterly reports
Maintain and update portfolio tracking tools and databases to ensure accurate and timely reporting
Identify and escalate performance deviations, operational issues, or material changes in fund strategies
Assist in preparing periodic portfolio reviews for senior management and stakeholders
Represent in Limited Partnership Advisory Committee (LPAC)
Prepare professional presentation materials for investor meetings, including portfolio updates, performance summaries, and information on prospective investments
Support investor relations by responding to inquiries and providing timely updates on fund performance and market developments
Coordinate with senior management to ensure consistency and accuracy in investor communications
Assist in the development of investor reports and marketing materials
Monitor and forecast fund cash flows (capital calls, distributions, fees)
Coordinate capital activities with fund administrator
Process investor contributions and distributions
Review NAVs, financial statements, and capital account reports
Coordinate activities related to amendments of fund agreements
Reconcile fund records and support audits and tax filings
Ensure compliance with fund documents and regulatory requirements
Organize and participate in regular pipeline meetings to discuss potential investment opportunities
Document meeting outcomes and follow-up on action items with relevant stakeholders
Collaborate with internal teams and sub-advisors to evaluate and refine investment strategies based on market trends and portfolio objectives
Conduct research and analysis to support strategic planning
Work closely with internal / external investment, legal, finance, and operations teams to ensure smooth execution of investment processes
Coordinate with sub-advisors and other external advisors to gather intelligence, validate assumptions, and support investment decisions
Maintain organized documentation and communication records for audit and compliance purposes
Assist Japanese expatriates with English communication to support business operations and promote alignment on investment activities
Qualification
Required
Bachelor's degree in Finance, Economics, or a related field
Approximately 1-5 years of experience in private equity fund investment
Strong analytical and financial modeling skills
Excellent written and verbal communication skills
Proficiency in Microsoft Excel, PowerPoint, and investment analytics platforms
Familiarity with private equity markets and fund structures
Preferred
MBA or Master's degree
Experience in portfolio management of private equity funds or fund management
Professional certifications such as CFA, CAIA, or similar
Comfortable engaging with senior investment professionals, external managers, and advisors
Demonstrated ability to work under tight deadlines while managing multiple priorities
Ability to manage multiple projects and deadlines in a fast-paced environment
Detail oriented, pro-active and able to excel in a highly collaborative team
A flexible team player able to adapt to change
Flexibility to adapt to the management style of Japanese asset management subsidiaries
Proactiveness to carry out work while communicating with non-English native Japanese expatriates; Japanese language skills are not required
Benefits
Generous employee benefits package
Discretionary bonus based on qualitative and quantitative performance factors
Company
Pasona N A, Inc.
Pasona N A is a staffing and recruiting company that provides temporary staffing and full-time placement services.
51-200 employees
H1B Sponsorship
Pasona N A, Inc. 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 (2)
2024 (1)
2023 (5)
2022 (1)
2021 (2)
2020 (5)
Funding
Current Stage
Growth StageLeadership Team
Kenji Furushiro
President and CEO
Sayaka Doi
VP of Strategic IT Partner
Company data provided by crunchbase