Private Market Research Analyst

Company Description

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Summary

The Private Markets Analyst on the Finerty Team will support the evaluation, execution, and monitoring of private market investments across private equity, private real estate, private credit, and related alternative strategies. The role sits at the intersection of investment research, due diligence, and portfolio analysis, working closely with senior investment professionals to support manager selection and capital allocation decisions. This position is ideal for a highly analytical, technologically savvy, and intellectually curious candidate who thrives in a fast-paced environment and is seeking broad exposure to private markets investing and portfolio construction.

Essential Responsibilities

• Conduct manager and fund due diligence across private equity, private credit, private real estate, and other private market strategies.
• Build and maintain financial models, return analyses, and scenario analyses to support investment decisions.
• Prepare client reports, Investment Committee materials, and portfolio reviews.
• Analyze fund structures, fee mechanics, liquidity terms, and risk profiles.
• Research market trends, sectors, and peer managers to identify opportunities and competitive differentiation.
• Monitor portfolio performance, track cash flows, and analyze investment results.
• Interface with external managers, advisors, and service providers as responsibilities expand.
• Contribute to platform development, including process improvements, data organization, and analytical tool enhancements.

 Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 0–2 years of experience in private equity, investment banking, consulting, asset management, or a related field.
• Strong financial modeling and analytical skills with proficiency in Excel.
• Experience with advanced AI tools or demonstrated aptitude for developing this skill set.
• Exposure to private equity, private credit, or alternative investments.
• Experience with PitchBook, Preqin, Burgiss, or similar data platforms is preferred.
• Proficient in Microsoft Office applications.
• Must be authorized to work in the United States.

 Additional Information

Status: Exempt, Full-Time

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.