Perella Weinberg · 1 day ago
Analyst - Investor Coverage
West Palm Beach, FL
Full-time
Onsite
Entry Level
1+ years expPerella Weinberg is seeking to hire a highly motivated investor coverage analyst 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 private equity, private credit, real estate, and infrastructure strategies.
FinanceFinancial Services
Hiring Manager
Lauren Frey
Responsibilities
Maintain and enhance Perella Weinberg’s CRM database
Build and automate CRM reports and dashboards 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
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
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
Exacting attention to detail, high standards of accuracy, and consistently high-quality work product
Advanced proficiency in Microsoft PowerPoint, Excel, Word, and Outlook
Enthusiasm and intellectual curiosity to develop a deep understanding of secondaries and private markets
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
Preferred
Experience with CRM systems, analytics, and/or data science
Company
Perella Weinberg
Perella Weinberg is a privately-owned financial services firm that provides corporate advisory and asset management services.
501-1000 employees
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)
Funding
Current Stage
Public CompanyTotal Funding
$185M2024-02-27Post Ipo Equity· $60M
2021-06-25Post Ipo Equity· $125M
2021-06-25IPO
Leadership Team
A
Andrew Bednar
Partner and Chief Executive Officer
Alex Wilmot-Sitwell
Partner
Recent News
StreetInsider.com
2026-02-07
Benzinga.com
2026-02-05
legacy.thefly.com
2026-02-04
Company data provided by crunchbase