FAQs
What is the main focus of the Alternatives Capital Formation (ACF) team?
The ACF team focuses on managing capital raising and strategy for alternative investments across various sectors including private equity, private credit, real estate, infrastructure, and more.
What specific responsibilities will I have as an Alternatives Capital Formation Analyst?
You will support product specialists with marketing and fundraising for Private Equity funds, collaborate with various stakeholders, produce investor materials, complete due diligence inquiries, and communicate investment strategies to clients.
Is previous experience in investment banking or investing necessary for this role?
While previous experience in investment banking or investing is applicable, the role is open to candidates with 0-1 years of experience in a similar or related role.
What skills are essential for success in this position?
Essential skills include excellent communication, analytical and interpersonal skills, strong judgment and problem-solving capabilities, attention to detail, organizational skills, and proficiency in Excel and PowerPoint.
Will I have the opportunity to interact with clients directly?
Yes, you will select interaction with new and existing clients on due diligence inquiries, portfolio updates, and ongoing investor requests.
What tools and software should I be proficient in for this role?
Proficiency in Excel and PowerPoint is required, along with fluency in the use of AI and LMM tooling.
How does the team handle tight deadlines and multiple projects?
The role requires strong organizational skills to manage high volumes of quality work within tight timeframes and the ability to prioritize competing tasks effectively.
Is there a focus on collaboration within this role?
Yes, collaboration with stakeholders across ACF, investment teams, client advisors, and other departments is a key component of the role.
What is the expected work environment for this analyst position?
The work environment is high-pressure, requiring flexibility to handle multiple tasks and a team-oriented mindset.
Can this role lead to more responsibilities over time?
Yes, there is an opportunity for self-motivation and a willingness to take on more responsibility as you grow in the position.

