Analyst - Investor Coverage

Perella Weinberg seeks to hire a highly motivated investor coverage analyst located in Wellington, Florida. As part of a small and collaborative team, the analyst will work closely with senior coverage officers to support the firm’s capital formation efforts and strategic advisory initiatives. This individual will gain meaningful exposure to private equity, private credit, real estate, and infrastructure strategies. The role offers significant growth opportunities to a proactive, detail-oriented self-starter eager to build a career in private markets.

• Maintain and enhance Perella Weinberg’s CRM database and produce reports of investor feedback, meeting takeaways, and interests
• Screen prospective investors’ appetite for secondary, co-investment, and direct investments through desktop research prior to initial outreach
• Produce detailed briefing materials in advance of roadshows and conferences
• Assist with drafting of buyers lists for new transactions and identifying the appropriate individual contacts for each opportunity
• Track market data to enhance the group’s communications with fund managers and limited partners
• Prepare and regularly update presentation materials that align with Perella Weinberg’s brand and standards
• Support activities of senior bankers across various strategic initiative

Applicants must possess the following qualifications

• A bachelor’s degree from an accredited college or university and at least 1 year of relevant work experience at an investment bank, placement agent, or similar
• Proven academic excellence with exacting attention to detail, high standards of accuracy, and consistently high-quality work product
• Strong analytical and quantitative skills
• Advanced proficiency in Microsoft PowerPoint, Excel, Word, and Outlook
• Enthusiasm and intellectual curiosity to develop a deep understanding of secondaries, private markets, and private fund structures
• Effective and professional communication skills (both written and verbal) to internal and external audiences
• Desire to work in a team environment, often under pressure
• Strong interpersonal skills and high EQ
• Impressive responsiveness with a relentless work ethic
• Ability to efficiently manage multiple internal and external work streams simultaneously
• Proactive team player who continuously looks for innovative ways to add value to clients, prospects, and internal partners
• Resourceful and proficient in gathering market intelligence and data from various sources such as industry publications, databases, whitepapers, and reports to further the goals of clients and our firm
• FINRA Series 79, Series 63, and Security Industry Essentials (SIE) licenses or ability to obtain promptly
• Role is in-person in South Florida. Candidates must relocate if not local