Prime Buchholz LLC · 2 days ago
Director, Research (Private Equity)
Portsmouth, NH
Full-time
Onsite
Senior Level, Lead/Staff
$123K/yr - $159K/yr
10+ years expPrime Buchholz LLC is a collaborative investment research firm seeking a Director of Research in Private Equity. The role involves leading due diligence processes for private equity managers, analyzing investment strategies, and communicating insights to clients while managing an active research pipeline.
ConsultingFinancial ServicesFinTechVenture Capital
Responsibilities
Develop and sustain a comprehensive pipeline of private equity manager ideas (spanning buyout, growth, and venture) that are either currently in the market or expected to enter within the next 12 months through industry relationships and market intelligence
Create and maintain market maps for private equity segments while tracking industry trends and identifying emerging opportunities across private markets
Lead comprehensive due diligence processes on private equity managers, including analysis of manager organizations, investment strategies, track records, and portfolio performance
Conduct manager evaluation activities, including leading manager meetings, site visits, and reference calls to validate investment thesis and identify potential red flags
Prepare clear and comprehensive investment reports with recommendations based on qualitative and quantitative analysis, incorporating insights from manager interactions and due diligence findings
Monitor existing managers on an ongoing basis through attending annual meetings, general updates, and maintaining regular communication to track performance and strategic developments
Communicate market intelligence and investment ideas to internal teams and clients, presenting investment opportunities and market trends in a clear and actionable format
Support client private equity implementation processes, including portfolio construction analysis, manager selection processes, and fund recommendations tailored to client objectives
Manage information flow between managers, clients, and internal teams to ensure seamless communication and decision-making processes
Serve as subject matter expert on private markets for both internal colleagues and external clients, providing insights on market conditions, strategy performance, and investment opportunities
Qualification
Required
Bachelor's degree required
10+ years of experience conducting due diligence on private equity managers, preferably from an investment consultant, investment office, or fund of funds
Fund manager evaluation as the candidate's primary responsibility at prior firm(s)
Specialized experience in segments of the private capital markets (i.e., venture capital, growth equity, buyouts)
Demonstrated relationship-building skills and established network in private capital, including general partners, placement agents, and limited partners
Experience using Quickbase, Tableau, Pitchbook, Refinitiv, or other private capital data and analytics providers
Preferred
MBA, CFA, or CAIA designation (or progress toward these credentials) 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
Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Vanessa Pearl, CPA
Chief Financial Officer
Chris Regan
Chief Operating Officer
Recent News
Institutional Investor
2025-11-25
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