Investments Analyst, Private Markets

About the Role

The Investments Analyst will support sourcing, screening, diligence, selection, and monitoring of opportunities across key areas of the platform: direct investments in private real estate debt; direct investments in private credit (asset-backed, specialty finance, and other niche strategies but not direct lending), co-investments in growth equity and other strategies; and third-party alternative investment funds (various private market and hedge fund strategies). This is a highly cross-functional role suited to someone who wants broad exposure to private markets and employ a diverse skill set across direct single asset investing, co-investments, and allocating to third party funds. It is not a narrow single-strategy seat. This candidate will be expected to have demonstrated the ability to improve their own workflows using AI.

Key Responsibilities

• Third-Party Fund Investments & Co-Investments
• • Assist in sourcing and underwriting third party alternative investment managers and co-investments
  • Conduct due diligence on alternative fund managers across private equity, private credit, private real estate, private infrastructure, and hedge fund strategies
  • Support underwriting of co-investment opportunities in private equity, private real estate (debt, not equity) and private credit (asset based finance strategies)
• Supporting Process and Research
• • Prepare Investment Committee and Green Light Committee materials, including memos, models, and presentation decks
  • Synthesize market research and third-party data (e.g., PitchBook, Preqin, CoStar, NAREIT) into concise internal briefings
  • Identify opportunities to streamline recurring analyst and investment team workflows using AI-assisted tools, templates, and automation, and help build durable processes the broader team can reuse

Qualifications

• 2–4 years of experience that includes material analyst responsibilities at any buy or sell side firm with applicable experience
• Excellent written communication; comfortable drafting memos for an Investment Committee audience
• Demonstrated proficiency using AI tools (e.g., Claude, ChatGPT) to improve day-to-day investment workflows. Candidates who can speak to specific examples will stand out

What’s in it for you 

Competitive compensation package, including equity 

Health, dental & vision coverage with FSA/HSA options 

Unlimited PTO 

401k match 

Commuter benefit 

Life insurance

Wellness stipend

This is a New York-based role. The base salary range for this position is USD 130,000 to 150,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.

About Willow Wealth

Willow Wealth is a leading private markets investment platform. We believe that private markets investment products should be a fundamental part of your portfolio. That’s why we’re expanding access to make it easier to get started. We partner with experienced investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market.