Financial Planning and Analysis

• Performing quantitative and qualitative reviews of potential private markets fund investments
• Supporting in-depth, rapidly moving underwriting of potential direct equity, direct credit, and secondary investments
• Conducting analysis to support the due diligence process, including analyzing financial statements of private markets partnerships, reviewing partnership portfolio company valuations, and assessing relative performance
• Participating in meetings with fund managers
• Analyzing client portfolio performance and diversification
• Assisting with special reporting, research, and due diligence projects on an ad hoc basis
• Working both in teams and individually to compile topical research reports and present findings to Pathway’s senior team

Senior Investment Intern

Senior Financial Analyst

Vice President, Investment Strategist – Retirement Services

FP&A Manager

Financial Representative