Investor Relations Quantitative Analyst

Lexington Partners, founded in 1994, is one of the world's largest and most trusted managers of secondary private equity and co-investment funds, with over $55 billion in committed capital. As a global firm, Lexington maintains seven offices strategically located in major centers for private equity and alternative investing, including New York, Boston, Menlo Park, London, Hong Kong, Santiago, and Luxembourg. In April 2022, Lexington Partners became a subsidiary of Franklin Templeton, enhancing its capabilities and reach in the alternative investment landscape

What is the Investor Relations team responsible for?

• The Investor Relations team at Lexington is comprised of 21 dedicated professionals – 17 in New York, two in London, and two in Latin America.  The primary responsibilities of the investor relations team include: (i) coordinating global fundraising and marketing efforts, (ii) supporting client coverage teams in Lexington’s global offices, and (iii) managing the firm’s communications with existing and prospective investors and advisors#ASSOCIATE

What will be the ongoing responsibilities of Investor Relations Quantitative Analyst?

• Lexington is looking to add an Analyst to the team who will primarily be involved in preparing and analyzing portfolio performance and quantitative data, responding to investor fundraising requests and due diligence inquiries, preparing quarterly bespoke investor analyses, assisting in analysis for marketing materials, and supporting the rest of the Investor Relations team in New York and the broader team globally. 

Responsibilities include:

• Preparing quarterly portfolio performance, fund and deal by deal level track record information and return attribution analysis across the global portfolio exposures of Buyout, Venture Capital, Growth Equity, Credit, Energy and Infrastructure assets.  This includes working with large data sets to calculate various performance metrics and attribution analyses.

• Support global fundraising efforts for Lexington secondary private equity and co-investment strategies

• Assist with RFPs and DDQs from prospective investors and consultants and coordinate investment diligence requests and certain ad hoc bespoke requests

• Collaborate with investment deal team professionals to monitor and track investment activity and interim performance

• Managing and maintaining analytics databases in TopQ, iLevel and proprietary databases

• Prepare and update data and analysis for marketing materials, including pitchbooks, conference presentation materials, due diligence questionnaires, etc.

• Prepare and manage custom reports for current and prospective investors, including quarterly and ad hoc reporting, performance data and RFP materials

• Working with senior professionals to support ongoing investor relations including assisting in the preparation of information for periodic calls, meetings, reports, letters, presentations

• Prepare and analyze information and materials for individual investor meetings and calls as well as the firm’s annual meeting and other key investor events

• Compile investment performance benchmarking analysis and competitor performance reporting

• Extract and analyze information from third-party databases in timely and efficient manner

• Contribute to additional project-oriented work and provide general support to all members of the IR team

What ideal qualifications, skills and experience would help someone to be successful?

• Minimum 1-2 years of relevant professional experience in a related field such as private equity, investment banking or asset management

• Strong analytical or financial modeling skills are a must

• Advanced proficiency with Microsoft Excel (Pivot tables, Index/Match, Macros, etc.), PowerPoint and Word

• Experience with Alteryx or other ELT and analytics software preferred

• Knowledgeable with CRM systems (DealCloud preferred), databases and reporting

• Excellent written and verbal communication skills

• Strong work ethic and proactive, positive attitude in a fast-paced environment with enthusiasm for expanding knowledge

• Team-oriented, energetic self-starter with ability to collaborate cross-functionally across an organization as well as part of a team

• High level of organization and strong attention to detail

• Ability to support multiple projects with tight deadlines

• Strong interpersonal, problem solving, analytical and troubleshooting skills

• Strong undergraduate track record from a top institution

Other Detail:

       •    Competitive compensation and benefits package

Work Shift Timing - 2:00 PM - 11:00 PM IST