What it is: As an Analyst on the Private Markets team, you will interact directly with clients to cultivate strong relationships and guide them through the use of eVestment’s Private Markets products. You’ll also review and analyze institutional manager information submitted to and distributed though the eVestment website to support our clients’ manager research and due diligence efforts. You’ll be communicating with Institutional Investors, Consultants, and Asset Managers to better understand their business processes and data analytics requirements and help them use eVestment’s Private Markets Tools.
You’ll be comfortable interacting with clients via phone, email and in person. The ability to quickly understand their business procedures to effectively communicate proper intent and use of eVestment Private Markets applications is crucial. You will master eVestment’s Private Markets applications to provide training, support, and ongoing relationship management. You’ll also proactively communicate with investment managers to introduce them to eVestment. Additionally, you’ll collaborate with the eVestment's client service, product strategy, marketing, sales, and technology teams regularly. A strong interest and knowledge of the Private Markets investing environment and trends is crucial.
What it isn’t: If the thought of working with data, mathematics, and advanced Excel functions doesn’t appeal to you, then this role won’t be a good fit. Similarly, confidence in client communications is essential. We love technology and metrics, as well as client interaction. This is a unique role that will combine communication, technology, and business and data analytics. This role isn’t routine or unhurried. If you prefer relaxed, quiet days or don’t have a well-developed sense of urgency, it would be best to pass on us and keep looking.
What we need: We are looking for proof of your passion for financial software and data. Having a BS/BA/BBA in Economics, Accounting, Finance, MIS, CIS, Mathematics, etc. is a great start, but this role is open to all majors. A conceptual knowledge of databases (e.g., SQL) is a plus. We’d like you to have 1-2 years of experience in financial services—preferably in the Private Markets space. Exceptional attentiveness to detail and strong customer service skills are a must; you will be working with investors and private equity managers to review and analyze performance data. We want to hear about how you’ve successfully prioritized tasks and executed appropriate planning and time management strategies to achieve project objectives. Progress towards CFA, CAIA, Investment Foundations or an advanced business degree is a strong plus.
A certain degree of personal accountability, creativity, and latitude are required and encouraged. Your desire to build working knowledge of applicable financial terminology and industry best practices will help you be successful in this role and in our company. You embrace technology (Excel proficiency is just the beginning for you); creating pivot tables, using VLOOKUP is already a part of your skill set. We need excellence. This means your communication skills are stellar: polished, professional communication skills and detailed analytical skills are vital as client interaction is high. We need innovation. This means you question the status quo and love asking “What if…?” We need teamwork. This means when a colleague asks “Can someone help me with…?” you’re quick to answer “Yes.” We need humility. This means you understand about lending a hand where necessary. We need integrity. This means you deliver results with little supervision and don’t hesitate to acknowledge, own, and resolve errors you’ve made (we all make them, we just have to learn from them).
We are eVestment, a Nasdaq company, and we make smart money smarter. We are about giving institutional investors as much big data as they need to make smart investment decisions. BlackRock, UBS, Towers-Watson, Putnam and AON Hewitt are just a few of the clients who trust our cloud-based technology platforms. We are a Top Atlanta workplace, ranking #1 in the 2015 Atlanta Journal & Constitution “Top Atlanta Workplaces” list. Our environment is fun, smart, and collaborative. Casual dress, catered weekly lunches, unlimited PTO (because we trust our people), and regular teambuilding activities are part of what makes our environment awesome. We provide exceptional opportunities for development with a dedicated training budget, tuition reimbursement, and time off for training and certification preparation. We’ve also ranked consistently on the Inc. 5000 fastest growing firms list every year since 2007, and we have over 300 amazing team members around the globe.