Investment Analyst Sr (Private Markets) jobs in United States
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Novant Health · 1 day ago

Investment Analyst Sr (Private Markets)

Novant Health is seeking an experienced Investment Analyst Sr (Private Markets) to manage and monitor a portfolio of private equity, private credit, real estate, and real assets fund investments. The role involves underwriting new fund investments, conducting market analysis, and collaborating with both internal and external teams to enhance the success of the private markets portfolio.

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H1B Sponsor Likelynote

Responsibilities

Monitoring and managing an existing portfolio of private equity, private credit, real estate and real assets fund investments
Underwriting and recommending new fund investments for the portfolio
Participating in discussions regarding portfolio composition and construction
Analyzing macro-economic conditions and their potential impact on the portfolio
Working collaboratively with internal team members as well as external parties to further the success of the private markets portfolio as well as the broader investment program

Qualification

Private Market Investment ExperienceFinancial ModelingInvestment ReportingCFA CertificationCAIA CertificationMarket AnalysisExcel ProficiencyPowerPoint ProficiencyWord ProficiencyBloomberg ProficiencyMSCI Private i ProficiencyCustodian System ProficiencyCommunication SkillsPresentation Skills

Required

4 years of Private Market Investment Experience working with either Private Equity, Private Credit, and/or Real Estate
High School Diploma or GED, required
4 Year / Bachelors Degree in Finance, Business Administration, Economics, Accounting, Math or other related field, required
4 years of relevant experience in private markets at endowment, foundation, pension, fund-of-funds, investment banking or asset management firm, required
Solid communication and presentation skills with a firm understanding of the financial markets and investment environment
Proficiency in Excel, PowerPoint, Word, Bloomberg, MSCI Private i, Custodian system, etc

Preferred

Chartered Financial Analyst - possess or actively be in the process of earning CFA designation
Chartered Alternative Investment Analyst - possess or actively be in the process of earning CAIA designation

Company

Novant Health

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Novant Health is a four-state integrated network of physician clinics, outpatient centers and hospitals.

H1B Sponsorship

Novant Health 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 (9)
2024 (13)
2023 (13)
2022 (10)
2021 (17)
2020 (7)

Funding

Current Stage
Late Stage

Leadership Team

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Betsy Walsh
Senior Vice President Joint Partnerships
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Andrea M. Areskog
Vice President, Corporate Strategy & Development
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Company data provided by crunchbase