Investor Coverage Analyst

Responsibilities:

Perella Weinberg seeks to hire a highly motivated investor coverage analyst in Wellington, Florida. As part of a small and collaborative team, the analyst will work closely with senior coverage officers to support the firm’s capital formation efforts and strategic advisory initiatives. This individual will gain meaningful exposure to private equity, private credit, real estate, and infrastructure strategies. The role offers significant growth opportunities to a proactive, detail-oriented self-starter eager to build a career in private markets. The analyst will perform the following:

• Maintain and enhance Perella Weinberg’s CRM database

• Build and automate CRM reports and dashboards of investor feedback, meeting takeaways, and interests

• Screen prospective investors’ appetite for secondary, co-investment, and direct investments through desktop research prior to initial outreach

• Produce detailed briefing materials in advance of roadshows and conferences

• Prepare and regularly update presentation materials that align with Perella Weinberg’s brand and standards

• Support activities of senior bankers across various strategic initiatives

Requirements:

Applicants must possess the following qualifications:

• A bachelor’s degree from an accredited college or university and at least 1 year of relevant work experience at an investment bank, placement agent, or similar

• Exacting attention to detail, high standards of accuracy, and consistently high-quality work product

• Advanced proficiency in Microsoft PowerPoint, Excel, Word, and Outlook

• Enthusiasm and intellectual curiosity to develop a deep understanding of secondaries and private markets

• Effective and professional communication skills (both written and verbal) to internal and external audiences

• Desire to work in a team environment, often under pressure

• Strong interpersonal skills and high EQ

• Impressive responsiveness with a relentless work ethic

• Ability to efficiently manage multiple internal and external workstreams simultaneously

• Proactive team player who continuously looks for innovative ways to add value to clients, prospects, and internal partners

• Resourceful and proficient in gathering market intelligence and data from various sources such as industry publications, databases, whitepapers, and reports to further the goals of clients and our firm

• FINRA Series 79, Series 63, and Security Industry Essentials (SIE) licenses or ability to obtain promptly

• Role is in-person in South Florida. Candidates must relocate if not local

• Experience with CRM systems, analytics, and/or data science is preferred.

Perella Weinberg Partners is an Equal Employment Opportunity (EEO) employer. It is the policy of the Firm to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status.