Analyst - Private Capital Advisory - Secondaries
About the role
Lazard is seeking an Analyst to join our Secondary Advisory team within the Private Capital Advisory (“PCA”) Group. The PCA Group is a global team of more than 100 professionals with a dedicated Secondary Advisory practice alongside a primary fundraising business that advises on capital raising for private equity, private credit and real asset managers.
Responsibilities
Prepare presentation materials and pitches for prospective clients
Perform comprehensive due diligence on private equity portfolios, evaluating underlying asset performance and Net Asset Value (NAV) trends to support the underwriting of GP-led secondary transactions
Aid in the preparation of financial models, including secondary-specific models such as cash flow projections, fund-level waterfall models, returns analysis for prospective buyers and detailed valuation analysis
Drive the preparation of detailed marketing materials, including Confidential Information Memorandums (CIMs), investor presentations, teasers and various other investor communications
Manage the new investor outreach process as part of live transactions, including the monitoring and tracking of investor interactions and demand
Facilitate the virtual data room (VDR) and coordinate responses to complex investor due diligence requests, ensuring seamless information flow between clients and counterparties
Communicate regularly with Lazard's institutional investor coverage professionals and across Lazard M&A and financial sponsor coverage teams
Requirements
At least one year of investment banking (M&A or GP-led secondary advisory preferred) or private equity experience
Strong analytical and quantitative skills with training in the building of presentation materials and financial modeling provided by PCA
Proven academic excellence with excellent attention to detail and high standards of accuracy
Team-player mindset. Ability to work as part of a close-knit team
Strong interpersonal skills and ability to communicate both to PCA deal teams and external clients
High level of responsiveness with a strong work ethic and commitment to maintaining a high-quality work product
QualificationsRequired:
Master’s degree in Finance, Economics, Business Administration, or related field
Passionate about finance and investment banking
Ability to manage multiple tasks and projects simultaneously
Skills
Excellent communication and interpersonal skills
Strong analytical and quantitative skills
Proficiency in Microsoft Office Suite
Experience with financial modeling software (e.g., Excel, Bloomberg)
Benefits
Master’s degree in Finance, Economics, Business Administration, or related field
Passionate about finance and investment banking
Ability to manage multiple tasks and projects simultaneously
Excellent communication and interpersonal skills
Strong analytical and quantitative skills
Proficiency in Microsoft Office Suite
Experience with financial modeling software (e.g., Excel, Bloomberg)
Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role.
Pay
The base salary range for this role is approximately $120,000 - $125,000 USD.
Schedule
This position is full-time.