Director, Research (Private Equity) jobs in United States
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Prime Buchholz LLC · 4 days ago

Director, Research (Private Equity)

Prime Buchholz LLC is a proud B-Corp organization focused on aligning success with positive impact. The Director of Research will provide analytical insight and research support across investment initiatives, with a primary focus on private equity and real assets, collaborating with research teams to contribute to various projects and presentations.

ConsultingFinancial ServicesFinTechVenture Capital

Responsibilities

Assist with private equity and real assets manager due diligence, monitoring, and manager searches, including data review and analysis
Support market, universe, and peer research projects under the guidance of senior team members
Participate in manager calls and meetings and prepare summaries and research notes
Contribute to asset class committee materials, reports, and presentations for internal and external use
Review and summarize information from manager materials, due diligence documents, and external data sources
Generate and distribute performance, market, and economic reports using research platforms such as PitchBook, Refinitiv, FactSet, and Tableau
Collaborate with research team members across asset classes to support research initiatives and team workflows

Qualification

Private equity researchData analysisInvestment experienceCFACAIA pursuitResearch platformsDeadline-orientedTeam collaborationCommunication skills

Required

Bachelor's degree in finance or business-related field (preferred but not required)
Interest in pursuing CFA, CAIA and/or other related degree-program(s) over time
1-3 years of investment experience
Ability to thrive in a fast paced, deadline-oriented office environment
Willingness to periodically travel between offices, to conferences, manager meetings, etc

Preferred

Experience using systems such as QuickBase, tableau, investment metrics, FactSet, and/or Refinitiv preferred

Benefits

Flexibility & Balance: Enjoy the flexibility of working from home up to two days a week, with a weekly anchor day in the office to foster team collaboration and connection.
Savings: Plan for your future with our 401(k) match and profit-sharing program, designed to help you build long-term financial security.
Community: We support your commitment to giving back with matching charitable contributions and paid volunteer time for causes that matter to you.
Time: Take time to recharge with our flexible time-off policy and 11 paid holidays. Plus, we offer additional time off to support you through life’s major milestones, including family growth.

Company

Prime Buchholz LLC

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Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.

Funding

Current Stage
Growth Stage

Leadership Team

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Vanessa Pearl, CPA
Chief Financial Officer
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Chris Regan
Chief Operating Officer
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Company data provided by crunchbase