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DiMeo Schneider & Associates

Research Analyst – Global Private Markets

February 12, 2019 | Chicago, IL

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DiMeo Schneider & Associates, L.L.C., a nationwide investment consulting firm, seeks a passionate, results driven and humble Research Analyst to join our Global Private Markets team. This associate will collaborate with other dynamic and bright research professionals in exploring and evaluating private market managers (Equity, Credit, Real Estate and Real Assets).

Job Functions

• Proactively source new investment opportunities across all private asset classes
• Attend and lead current and prospective manager meetings
• Lead the underwriting process across private markets funds including both qualitative and quantitative analysis and the preparation and review of Investment Committee materials
• Conduct deep dive analysis on underlying portfolio investments
• Analyze and monitor existing investments
• Educate Consultants and clients on the private markets industry and specific fund opportunities
• Assist the Research team with ad-hoc projects and requests, including funds and direct investments
• Lead strategic/thematic investment research
• Create internal research papers and memos

Qualifications

• Bachelor’s degree with a preferred concentration in Investing, Finance or Economics – required
• An MBA, CFA or CPA – a plus
• 3 years’ relevant professional experience
• Experience in private markets and deep industry relationships – a plus
• Proficient in Microsoft Office Outlook, Word and Excel – required
• Superior analytical skills
• Able to grasp new software quickly
• Confident in group settings with professional presentation skills
• Flexible when priorities shift and able to work autonomously
• Must be resourceful, reliable and dependable
• Sound judgement and problem solving skills
• Innovative, curious and enthusiastic
• Comfortable sharing new ideas and collaborating with others
• Detail oriented with a high level of accuracy, organization and time management
• Excellent oral and written communication skills are essential
• Networker and relationship builder
• Thoughtfully driven, accountable and able to check your ego

Travel Requirements

• 10-15% travel may be required with more over time

Work Environment

• This role works in a professional office environment located in downtown Chicago
• This role routinely uses standard office equipment such as computers, phones and photocopiers

Physical Demands

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.

• Sitting, particularly for sustained periods of time
• Regularly required to speak and hear
• Frequently required to stand, walk, use hands and fingers, handle or feel and reach with hands and arms
• Ability to lift up to 25 pounds
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

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Why Choose DiMeo Schneider & Associates, L.L.C.?

Headquartered in Chicago’s financial district with additional offices in Austin, Texas and Washington, DC, the firm strives to provide impartial, cost effective investment consulting to plan sponsors, non-profit organizations and private clients. Seasoned professionals make use of leading edge technology to deliver a variety of services including: investment policies, performance evaluation, asset allocation analysis, administrative/trustee search, asset liability analysis, spending policies, manager/fund search, cost/benefit analysis. The firm prides itself on the level of service it provides to each client and a proactive approach. DiMeo Schneider & Associates, L.L.C. is an equal opportunity employer committed to fostering a diverse workforce; women and minority candidates are especially encouraged to apply.