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Perella Weinberg · 12 hours ago

Analyst - Investor Coverage

Destin, FL

Full-time

Onsite

Entry Level

1+ years exp

Perella Weinberg is seeking a highly motivated investor coverage analyst located in Wellington, Florida. The analyst will work closely with senior coverage officers to support the firm’s capital formation efforts and strategic advisory initiatives, gaining exposure to various private market strategies.

FinanceFinancial Services

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Lauren Frey

Responsibilities

Maintain and enhance Perella Weinberg’s CRM database and produce reports of investor feedback, meeting takeaways, and interests

Screen prospective investors’ appetite for secondary, co-investment, and direct investments through desktop research prior to initial outreach

Produce detailed briefing materials in advance of roadshows and conferences

Assist with drafting of buyers lists for new transactions and identifying the appropriate individual contacts for each opportunity

Track market data to enhance the group’s communications with fund managers and limited partners

Prepare and regularly update presentation materials that align with Perella Weinberg’s brand and standards

Support activities of senior bankers across various strategic initiative

Qualification

Analytical skillsMicrosoft PowerPointMicrosoft ExcelFINRA licensesPrivate markets knowledgeCommunication skillsTeam playerInterpersonal skillsWork ethicTime management

Required

A bachelor's degree from an accredited college or university and at least 1 year of relevant work experience at an investment bank, placement agent, or similar

Proven academic excellence with exacting attention to detail, high standards of accuracy, and consistently high-quality work product

Strong analytical and quantitative skills

Advanced proficiency in Microsoft PowerPoint, Excel, Word, and Outlook

Enthusiasm and intellectual curiosity to develop a deep understanding of secondaries, private markets, and private fund structures

Effective and professional communication skills (both written and verbal) to internal and external audiences

Desire to work in a team environment, often under pressure

Strong interpersonal skills and high EQ

Impressive responsiveness with a relentless work ethic

Ability to efficiently manage multiple internal and external workstreams simultaneously

Proactive team player who continuously looks for innovative ways to add value to clients, prospects, and internal partners

Resourceful and proficient in gathering market intelligence and data from various sources such as industry publications, databases, whitepapers, and reports to further the goals of clients and our firm

FINRA Series 79, Series 63, and Security Industry Essentials (SIE) licenses or ability to obtain promptly

Role is in-person in South Florida. Candidates must relocate if not local

Company

Perella Weinberg

Glassdoor4.2

Perella Weinberg is a privately-owned financial services firm that provides corporate advisory and asset management services.

Founded in 2006

New York, New York, USA

501-1000 employees

http://www.pwpartners.com

H1B Sponsorship

Perella Weinberg 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

2023 (1)

2022 (1)