Deal Execution Analyst – Secondary Markets
Tangible
contract
Posted on:
Location Type: Remote
Location: United States
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About the role
- Build and maintain financial models for secondary-market transactions, including cash-flow modeling, scenario analysis, and cap-table structures
- Perform valuation analysis and support pricing across private equity, private credit, and alternative assets
- Prepare internal investment memos, diligence summaries, presentations, and IC materials
- Review and analyze transaction documentation from sellers, buyers, fund administrators, and custodians
- Research asset characteristics, performance histories, and market comparables
- Support portfolio analytics, benchmarking, and risk assessment
- Build and maintain trackers, templates, and structured workflows
- Maintain data integrity across CRM systems, deal rooms, and internal tools
- Liaise with payments, KYC/AML, compliance, and operational teams to ensure smooth transaction progression
- Work closely with US and UK deal teams across time zones
- Prepare high-quality summaries and execution materials to support timely decision-making
Requirements
- 3–7 years’ experience in investment banking, Big 4 Transaction Services, Deals, Valuations, or Financial Due Diligence
- Strong financial modeling and Excel skills
- Familiarity with secondary markets, equity instruments, or private capital
- Experience preparing investment memos and diligence materials
- High ownership, attention to detail, and comfort with ambiguity
- Strong written and verbal communication skills
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingcash-flow modelingscenario analysisvaluation analysisExcelportfolio analyticsrisk assessmentdata integrityKYC/AML compliancetransaction documentation review
Soft Skills
attention to detailstrong written communicationstrong verbal communicationhigh ownershipcomfort with ambiguity