2027 Summer Analyst Investment Banking Private Capital Advisory Primary Fundraising
Skills
DatabaseDataroomDue DiligenceDue Diligence QuestionnaireFund DocumentationFund EconomicsFund MarketingFundraisingIndustry ResearchInstitutional InvestorInvestment BankingInvestment PortfolioInvestment StrategyInvestor FeedbackInvestor PresentationMarket ResearchPrivate Capital AdvisoryPrivate Placement MemorandumRoadshow
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support live primary fundraising engagements from initial general partner due diligence through final close. You will evaluate fundraising mandates, prepare fund marketing materials, coordinate investor roadshows, manage fundraising documentation and reporting, respond to investor due diligence requests, maintain databases, communicate with institutional investors, and conduct market and industry research.
Requirements
- Be enrolled in an undergraduate program with a graduation date between December 2027 and July 2028
- Apply to only one location for the 2027 Summer Analyst Investment Banking position
- Complete the Suited assessment using the same email address as the application
Responsibilities
- Evaluate potential fundraising mandates through general partner due diligence
- Prepare fund marketing materials and review fund economics and partnership terms
- Coordinate investor roadshows and support general partner clients throughout fundraising
- Manage the online dataroom and fund documentation flow
- Track investor feedback and maintain demand schedules, status reports, and pipeline reporting
- Complete limited partner due diligence requests and questionnaires
- Maintain databases of fund closings, fund terms, benchmarks, and institutional investors
- Communicate with institutional investors throughout fundraising
- Conduct primary market research on fundraising volumes, fund terms, and allocation trends
- Conduct ad hoc industry research
