Private Investment Analyst
The Private Investment Analyst at Confidential Client supports the Private Investments Team by sourcing, underwriting, closing, and monitoring investments with external managers across diverse asset classes. This entry-level role involves financial modeling, research, report generation, and participation in investment discussions, providing exposure to top investors and a broad range of investment opportunities. The position requires travel for due diligence and offers a foundation for a career in investment management while supporting the UNC System's educational mission.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
The Role
Confidential Client is hiring an entry-level Private Investment Analyst to join their Private Investments team in Chapel Hill, NC. This is an analyst-level, full-time role supporting sourcing, underwriting, closing, and monitoring investments with external managers across venture capital, buyout, crypto-asset, real estate, energy & natural resources, and illiquid fixed income.
What You'll Do
- Support due diligence and manager selection for private investments, including background research and reference calls
- Build and maintain financial / valuation models for fund and direct investments
- Draft investment memos and presentation materials for internal committees
- Track portfolio exposures and prepare monitoring reports
- Participate in meetings with external managers and attend conferences; travel as needed for on-site diligence
- Contribute to data-driven projects to improve investment sizing and partner selection
What We're Looking For
- Bachelor’s degree (or international equivalent), preferably in business, finance, economics, mathematics, or a related field
- 0–2 years of professional work experience (internships excluded)
- Ability to demonstrate and articulate core investment concepts
- Advanced proficiency in Microsoft Office (Excel skills essential)
- Strong analytical rigor, attention to detail, and clear written/verbal communication
- Willingness and ability to travel for due diligence
- Authorization to work in the US without visa sponsorship
- Unquestionable integrity and ethics
Preferred Qualifications
- Experience building financial models (fund-level or company-level)
- Coursework or exposure to private equity, venture capital, real assets, or alternatives
- Familiarity with data analysis tools or basic programming (e.g., Excel VBA, Python) is a plus
- Interest in crypto-assets and alternative investment structures is helpful
Why Join
- Learn from experienced investors across a diverse set of private and alternative strategies
- Work on deals that support an academic mission and broader public good
- Build a foundation for long-term career growth in investing, private equity, venture capital, or related finance roles
- Analyst program emphasis on mentorship, skill development, and exposure to senior decision makers
Logistics & Employment Details
- Employment type: Full-time
- Location: Chapel Hill, NC — on-site with some travel required
- Visa sponsorship: Not provided; candidates must be authorized to work in the US without sponsorship
- Confidential Client is an equal opportunity employer and provides reasonable accommodations for applicants with disabilities during the hiring process
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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