Deal Execution Analyst – Secondary Markets

📋 Description

• Act as an execution and analytics partner for deal teams.

• Take charge of financial analysis, diligence coordination, and operational precision throughout transactions.

• Ensure high-quality execution, efficiency, and uniformity across all deals.

• Develop and sustain financial models for secondary-market transactions, encompassing cash-flow modeling, scenario analysis, and cap-table structures.

• Conduct valuation analysis and assist in pricing for private equity, private credit, and alternative assets.

• Create internal investment memos, diligence summaries, presentations, and investment committee materials.

• Evaluate and analyze transaction documents from sellers, buyers, fund administrators, and custodians.

• Investigate asset characteristics, performance histories, and market comparables.

• Aid in portfolio analytics, benchmarking, and risk evaluation.

• Construct and maintain trackers, templates, and organized workflows.

• Collaborate with payments, KYC/AML, compliance, and operational teams to facilitate smooth transaction progress.

• Produce high-quality summaries and execution materials to enable timely decision-making.

⛳️ Requirements

• 2–3 years of experience as an analyst on an investment banking deal team (M&A, LevFin, DCM, ECM, or sector coverage) at a bank or boutique firm.

• Experience in Big 4 Transaction Services, Financial Due Diligence, or Deals advisory with direct involvement in buy-side or sell-side transaction execution.

• Proficient financial modeling and Excel capabilities.

• Familiarity with secondary markets, equity instruments, or private capital.

• Experience in preparing investment memos and diligence documents.

• Strong sense of ownership, meticulous attention to detail, and ability to navigate ambiguity.

• Excellent written and verbal communication skills.

🏝️ Benefits

• Flexible work arrangements.