Investment Analyst
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Job Description
About Pathway Capital Management:
Pathway Capital Management, LP is a leading institutional investment management firm specializing in creating and managing specialized private market solutions for institutional investors globally. They focus on private equity, private credit, and infrastructure investments.
Job Description: Investment Analyst
Pathway Capital Management is seeking an Investment Analyst to join their team in Irvine, offering a hybrid work format. The Analyst will play a key role in analyzing potential investment opportunities and monitoring client portfolios. This involves working closely with senior and mid-level professionals on small client and due diligence teams.
Responsibilities:
• Fund Investment Analysis: Conducting quantitative and qualitative reviews of potential private markets fund investments.
• Direct Investment Underwriting: Supporting the in-depth underwriting of direct equity, direct credit, and secondary investments, which is characterized as a fast-paced process.
• Due Diligence: Performing analysis to support the due diligence process. This includes analyzing financial statements of private markets partnerships, reviewing portfolio company valuations, and assessing relative performance.
• Fund Manager Interaction: Participating in meetings with fund managers.
• Client Servicing: Supporting Pathway’s client servicing efforts through the preparation of client reports and presentations.
• Ad Hoc Projects: Assisting with special reporting, research, and due diligence projects as needed.
Requirements:
• Relevant Experience: Analytical experience from investment banking, consulting, audit, investment management, or similar fields (including internships).
• Education: A bachelor’s degree in business, finance, economics, business economics, or a related field with a strong academic record.
• Investment Interest: A strong interest in investments and capital markets.
• Technical Skills: Proficiency in Microsoft Excel; strong quantitative and analytical skills.
• Soft Skills: Excellent interpersonal, communication, and writing skills; ability and desire to work collaboratively; detail-oriented, proactive, resourceful, and self-motivated; capable of managing multiple tasks and deliverables.
Compensation and Benefits:
The salary range is $85,000 to $95,000 annually, with two discretionary bonuses per year and a comprehensive benefits package. Benefits include a flexible work format, a collaborative yet autonomous work culture, affordable health insurance, approximately 10 bank holidays per year, generous vacation accrual, and an excellent 401(k) employer match.
