Associate, Private Equity

Role Summary

This role will report directly to Head of Alternatives.

Key Duties and Responsibilities

  • Strong financial modeling capabilities for transactions and portfolios (including pricing secondary portfolios of limited partnership positions).
  • Support senior members in discussions and meetings with third party managers.
  • Support efforts in sourcing and screening private market funds and co-investment opportunities for global mandate/s.
  • Participate in due diligence on shortlisted opportunities, preferably across private equity funds, infrastructure funds, private credit funds and co-investments.
  • Support preparation of detailed investment memorandums, formal presentation of recommendation and follow-up on deal closure.
  • Monitor performance of portfolios and prepare reports.
  • Support secondary market processes, both as buyer and seller.
  • Able to independently conduct in-depth research into macro, market and industry trends.
  • Conduct presentation to clients, prospects and internal management as required.

Education Qualification

  • Degree qualified in finance related subjects, eg. Accounting, Finance, BA, MBA.
  • Professional qualifications eg CFA, CAIA, CPA.

Experience and Skills

  • Should possess 1-3 years of relevant working experience, preferably with other fund-of-funds, in areas of financial modelling, screening, fund selection, due diligence and portfolio management.
  • High proficiency in MS Excel and relevant software tools to assist in data and statistical analysis.
  • Resourceful, self-motivated, intellectually curious with passion for investing.
  • Good aptitude in quantitative analysis and statistics.
  • Solid communication and presentation skills. Able to engage different internal and external stakeholders.
  • Strong work ethic, organisational skills, and ability to multi-task.
  • Be a team player who is also able to work independently.

Remuneration

  • Competitive and reward for performance.

Register your interest for the position by writing to careers@fullerton.com.sg with your CV, resume and transcript (for internships only).