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Private Equity Lead Analyst

https://www.citi.com/ Logo

Citi

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Location:
United States , New York

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Category:

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Contract Type:
Not provided

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Salary:

142320.00 - 213480.00 USD / Year

Job Description:

The US Pension Investment (“USPI”) team is the investment management team that manages and invests the assets of the US Defined Benefit (“DB”) and Defined Contribution (“DC”) Plans (together, the “US Plans”) and advises on the Asset Allocation and Investment strategy for all the International Pension Plans. The DB Plan portfolio consists of approximately $10 billion of assets. All existing Private Equity investments are managed through a network of external investment managers. The incumbent will play a pivotal role in the monitoring and performance reporting of these managers, working in close collaboration with the current Private Equity & Real Assets Investment Officer to ensure optimal performance and adherence to investment mandates. This position will report directly to the USPI Chief Investment Officer (CIO).

Job Responsibility:

  • Co-manage the US DB investments in the Private Equity sub-asset classes
  • Fund Manager Monitoring & Evaluation: Deep understanding of investment strategies and underlying assets in each fund
  • Developing and maintaining Excel-based analyses for cash flow tracking/projection and investment performance
  • Performance analysis using metrics like IRR, return on capital, and benchmarking
  • Active participation in fund manager meetings to gather performance updates
  • Manage capital call process
  • Reporting and Presentation: Preparation of routine reports on asset-class performance
  • Creation of ad-hoc reports, special project analyses, and presentations for internal teams and the Plan Committee
  • Support for monthly, quarterly, and semi-annual reporting processes, collaborating with Investment and Operations teams
  • Market Intelligence & Networking: Engaging with institutional peers and managers to stay current on investment trends
  • Identifying new and compelling investment opportunities

Requirements:

  • Strong academic background
  • Bachelor’s degree in Finance, Economics, Business, Accounting, or other related field
  • 3-5 years relevant experience, preferably in finance and/or asset management
  • Private markets or private market operations experience (preferably in a similar role at either a pension fund, endowment, or foundation) a plus
  • Results-driven, with an ability to deliver high-quality work
  • Excellent financial modeling skills, including advanced knowledge of Microsoft Excel and Power Point
  • Knowledge of MSCI (formerly Burgiss) Private I system a plus
  • Attention to detail, desire for accuracy, and intellectual curiosity with a desire to understand the various underlying sub-asset classes
  • Exercises effective project management, relationship building and communication skills
  • Team player with an ability to work well with others in a small team environment
  • Master's degree or CFA preferred

Nice to have:

  • Private markets or private market operations experience (preferably in a similar role at either a pension fund, endowment, or foundation)
  • Knowledge of MSCI (formerly Burgiss) Private I system
  • Master's degree or CFA
What we offer:
  • Discretionary and formulaic incentive and retention awards
  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
March 04, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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