Willis Towers Watson

Private Equity Analyst

Posted on Feb 18 7 views New York, NY

Willis Towers Watson Investment works with large asset owners to create and implement long-term investment strategies. Our diverse client base includes institutional investors such as corporate pension plans, insurers, endowments and sovereign wealth funds. As a leading investment solutions firm, we have a steadfast commitment and responsibility to provide outstanding investment outcomes for the benefit of our clients. To accomplish this, we look to hire and retain the best people, provide opportunities for them to continue to develop their skills and then empower them to make a difference. The Investment business employs over 800 associates worldwide, has more than 1,000 institutional clients and over $125 billion of assets under management. The private equity team has over $5 billion in assets under management that is allocated to private equity funds, co-investments, and secondary investments.

The Manager Research team assists in driving solutions for our clients by sourcing, evaluating, and executing investment opportunities. We have one of the largest teams in the industry with over 100 professionals across the world’s major investment hubs following one global, integrated process. Our expertise is built on a foundation of in-depth qualitative and quantitative analysis, combining a thorough understanding of each asset class with the ability to identify skilled investment managers.

We currently have an opening for an Analyst in the Private Equity team based in either New York City or Stamford, Connecticut. This analyst will work on primary, secondaries, and co-investments. As part of our global Private Equity team, the Analyst will analyze and execute private equity investments, drive the research agenda and processes, produce intellectual capital and market views, and support client work.

In this role you will gain exposure to the most highly respected private equity managers in the world, forming opinions on their skill and ability to consistently generate outperformance. As an important member of our research team, you will be expected to develop and work in close collaboration with your colleagues globally, grow our intellectual know-how, become a subject-matter expert and remain heavily engaged in financial market developments.

Role objectives

• Source, analyze, and execute private equity primary, secondaries, and co-investments
• Run and maintain financial models and tools
• Produce investment memorandums and contribute to investment committee discussions
• Research market opportunities using a variety of financial databases and produce periodic reports that support the team’s pipeline evaluation
• Contribute to the development of the research function, improving methods and tools used
• Assist in development and presentation of research findings both internally and externally

The requirements:

  • Knowledge of private equity, and the private equity fund universe
  • At least two years of relevant experience in private equity, financial accounting, investment banking, or management consulting
  • Self-starter who can balance a varied workload and dynamic role
  • Advanced financial analysis and modelling skills
  • Excellent oral and written communication skills
  • Enquiring and analytically minded with a logical and thorough work ethic
  • Ability to travel is required

EOE, including disability/vets