Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Working under the direction of senior investment professionals, the Private Capital Analyst supports the sourcing, evaluation, due diligence, selection, implementation, and ongoing monitoring of private investment opportunities across private equity, private credit, private real assets, secondaries, co-investments, and fund-of-funds strategies.

The analyst is responsible for conducting investment research, analyzing manager performance and portfolio construction, preparing investment memoranda, supporting operational due diligence activities, and producing ongoing monitoring reports for approved managers and funds. The role requires strong analytical, quantitative, and communication skills, as well as a passion for private markets investing and manager research.

The analyst also serves as a resource for advisors and clients by helping develop and present educational content, investment insights, and portfolio construction guidance related to private equity and broader private capital allocations.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree in finance, Economics, Accounting, Business, Mathematics, or related field.

• 1-5 years of experience in: Private equity, Investment management, Investment banking, Consulting, Asset management, Manager research, Corporate finance

• Strong analytical, research, and quantitative skills.

• Maintain knowledge of evolving fund structures, evergreen vehicles, co-investment programs, continuation vehicles, and secondary strategies.

• Advanced proficiency in Microsoft Excel and PowerPoint.

Preferred Qualifications:

Desired Skills:

• Experience conducting investment due diligence on private equity managers and funds.

• Familiarity with private equity fund structures including legal and subscription documentation.

• Progress toward or attainment of professional designations such as: CFA or CAIA

• Experience with investment databases and research platforms such as Preqin, PitchBook, CAIS,

• Understanding of portfolio construction and asset allocation principles for private market investments.

• Experience supporting high-net-worth or institutional investors.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work