Fund Strategy Analyst

Fund Strategy Analyst – Early Career

Location:

New York, NY (Hybrid)

Employment Type:

Full-Time

Industry: Investment Banking / Financial Services

Experience Level: Analyst / Early Career

Compensation:
Competitive base salary + performance bonus (varies by employer)

This role supports internal and client‑facing teams in fund‑level strategy, performance analytics, and capital planning, providing exposure to private equity, alternative investments, and asset management while leveraging quantitative modeling and strategic advisory skills.

• Support fund strategy and portfolio planning initiatives, including capital allocation, fund structuring, and performance benchmarking
• Build and maintain financial and operational models for fund performance, projected returns, and scenario analysis (DCF, IRR, NAV, waterfall modeling)
• Conduct market research, competitor benchmarking, and industry trend analysis to support strategic fund decisions
• Prepare strategy presentations, investor updates, and internal reporting materials
• Assist with fund performance monitoring, investor reporting, and capital advisory tasks
• Collaborate with senior team members and fund managers on portfolio optimization, risk assessment, and strategic initiatives

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
• Strong skills in financial modeling, fund analysis, and strategic evaluation
• Excellent analytical, quantitative, and communication abilities
• Ability to manage multiple projects in a fast‑paced, client‑facing environment
• High attention to detail and strong organizational skills
• Prior internship or full‑time experience in investment banking, private equity, asset management, or fund advisory is beneficial
• Proficiency in Excel, PowerPoint, and financial research tools