Analyst, Investments
About the position
Investment Analyst / Associate Private Equity Funds & Co-Investments Location: Greenwich, CT/NYC | Hybrid (Tue–Thu in office; Mon/Fri optional remote). While based in the Greenwich office, this role offers flexibility to work periodically from our NYC location. About Sagard Private Equity Solutions Sagard Private Equity Solutions (SPES) is a global private equity platform providing diversified access to primaries, secondaries, co-investments, and venture capital across North America, Europe, and Asia. Backed by Sagard’s multi-strategy alternative investment platform, we combine deep investment expertise with a collaborative, long-term approach. We believe inclusive teams and diverse perspectives strengthen investment outcomes and encourage candidates from under-represented backgrounds to apply. For more information about SPES and/or Sagard, please visit https://www.sagard.com/sagard-private-equity-solutions or https://www.sagard.com/ The Opportunity SPES is seeking an Investment Analyst / Associate to join its investment team in a highly visible, hands-on role. You will gain broad exposure across the private equity investment lifecycle, including fund investments, co-investments, and secondaries. You’ll work closely with senior investment professionals in a non-hierarchical, collaborative environment that emphasizes mentorship, open dialogue, and professional development—ideal for early-career professionals building a foundation in private markets investing. Key Responsibilities
Responsibilities
• Analyze and monitor private equity fund managers and underlying portfolio companies
• Support due diligence for fund investments, co-investments, and secondary transactions
• Prepare historical and projected financial analyses
• Develop investment memoranda and presentations for the Investment Committee
• Assist with portfolio valuation, monitoring, and performance attribution
• Maintain internal investment and portfolio databases
• Support analytical projects related to portfolio construction, strategy, and industry trends
• Prepare client reporting materials and participate in manager meetings
• Support fundraising related activities including preparing presentations, case studies and market commentary
Requirements
• 1–2 years of relevant full-time experience in investing, finance, consulting, accounting, engineering, or a related analytical role
• Strong analytical, quantitative, and problem-solving skills
• Interest in private equity, valuation, and financial analysis
• Ability to manage multiple priorities with attention to detail
• Clear written and verbal communication skills; collaborative mindset
• Curious, proactive, and eager to learn
• Accountable, professional, and values-driven
• Team-oriented and respectful of diverse perspectives
• Bachelor’s degree in business, economics, or another analytical discipline
• Minimum GPA of 3.5 (or equivalent academic achievement)
• Pre-MBA candidates only
Nice-to-haves
• CFA designation or progress toward CFA is a plus
Benefits
• Comprehensive benefits include generous PTO; medical, dental, and vision coverage (majority employer-paid); employer-paid short- and long-term disability; life insurance (5× base salary); a health reimbursement account covering in-network deductibles for employees and families; and a 100% employer match on 401(k) contributions.
Apply tot his job
Apply To this Job
Investment Analyst / Associate Private Equity Funds & Co-Investments Location: Greenwich, CT/NYC | Hybrid (Tue–Thu in office; Mon/Fri optional remote). While based in the Greenwich office, this role offers flexibility to work periodically from our NYC location. About Sagard Private Equity Solutions Sagard Private Equity Solutions (SPES) is a global private equity platform providing diversified access to primaries, secondaries, co-investments, and venture capital across North America, Europe, and Asia. Backed by Sagard’s multi-strategy alternative investment platform, we combine deep investment expertise with a collaborative, long-term approach. We believe inclusive teams and diverse perspectives strengthen investment outcomes and encourage candidates from under-represented backgrounds to apply. For more information about SPES and/or Sagard, please visit https://www.sagard.com/sagard-private-equity-solutions or https://www.sagard.com/ The Opportunity SPES is seeking an Investment Analyst / Associate to join its investment team in a highly visible, hands-on role. You will gain broad exposure across the private equity investment lifecycle, including fund investments, co-investments, and secondaries. You’ll work closely with senior investment professionals in a non-hierarchical, collaborative environment that emphasizes mentorship, open dialogue, and professional development—ideal for early-career professionals building a foundation in private markets investing. Key Responsibilities
Responsibilities
• Analyze and monitor private equity fund managers and underlying portfolio companies
• Support due diligence for fund investments, co-investments, and secondary transactions
• Prepare historical and projected financial analyses
• Develop investment memoranda and presentations for the Investment Committee
• Assist with portfolio valuation, monitoring, and performance attribution
• Maintain internal investment and portfolio databases
• Support analytical projects related to portfolio construction, strategy, and industry trends
• Prepare client reporting materials and participate in manager meetings
• Support fundraising related activities including preparing presentations, case studies and market commentary
Requirements
• 1–2 years of relevant full-time experience in investing, finance, consulting, accounting, engineering, or a related analytical role
• Strong analytical, quantitative, and problem-solving skills
• Interest in private equity, valuation, and financial analysis
• Ability to manage multiple priorities with attention to detail
• Clear written and verbal communication skills; collaborative mindset
• Curious, proactive, and eager to learn
• Accountable, professional, and values-driven
• Team-oriented and respectful of diverse perspectives
• Bachelor’s degree in business, economics, or another analytical discipline
• Minimum GPA of 3.5 (or equivalent academic achievement)
• Pre-MBA candidates only
Nice-to-haves
• CFA designation or progress toward CFA is a plus
Benefits
• Comprehensive benefits include generous PTO; medical, dental, and vision coverage (majority employer-paid); employer-paid short- and long-term disability; life insurance (5× base salary); a health reimbursement account covering in-network deductibles for employees and families; and a 100% employer match on 401(k) contributions.
Apply tot his job
Apply To this Job