About the role
FinEx AI summary
Supports FWD's Head of Alternative Investments in sourcing, evaluating and executing private market deals across buyout, private credit and real assets. Independently manages due diligence and transactions, builds financial models and portfolio dashboards, coordinates with counsel and internal teams, and prepares committee reports. Also helps develop junior analysts.
Core skills
Private market investments (buyout, private credit, real assets)Investment due diligenceFinancial modeling and analysisTransaction executionPortfolio monitoring and reportingRisk and return assessment