What are the responsibilities and job description for the Private Funds Analyst position at Compass International Advisors, LLC?
Job Title: Private Fund Analyst
Firm: Compass International Advisors
Location: Boston, MA
Role Overview
The Private Fund Analyst supports Compass International Advisors’ capital-raising and investor-relations efforts across private equity, private credit, real assets, and special situations strategies. The role sits at the intersection of LP sourcing, fundraising execution, CRM/pipeline management, and operational support, working closely with senior leadership and external fund managers.
Key Responsibilities
LP Sourcing & Investor Coverage
- Source and qualify institutional limited partners including pensions, endowments, foundations, family offices, consultants, and Taft-Hartley plans
- Build targeted investor lists aligned with fund strategy, ticket size, and allocation timing
- Support GP–LP introductions and manage ongoing investor outreach and follow-ups
Pipeline & CRM Management
- Own and maintain fundraising pipelines across multiple mandates using CRM systems and Excel
- Track investor status, meeting notes, diligence progress, and allocation outcomes
- Ensure data accuracy, reporting consistency, and timely follow-ups across active raises
Back Office & Fundraising Operations
- Coordinate NDAs, data room access, and diligence materials for prospective investors
- Support fundraising process management, timelines, and reporting
- Assist emerging managers with institutional readiness, operational setup, and fundraising logistics
Marketing & Pitch Materials
- Create and refine pitch decks, one-pagers, and marketing materials for GP clients
- Customize materials for specific LP audiences and investment mandates
- Support presentation preparation for investor meetings and conferences
Ad Hoc & Strategic Support
- Execute ad hoc requests from senior leadership related to business development, research, and investor relations
- Conduct market and investor research using Preqin, Fintrix, and proprietary data sources
- Support firm-wide initiatives, conferences, and special projects as needed
Qualifications
- Strong interest in private markets, fundraising, and institutional investing
- Highly organized with strong attention to detail and ability to manage multiple workstreams
- Comfortable working in a fast-paced, entrepreneurial environment
- Proficiency in Excel, PowerPoint, and CRM tools (Salesforce a plus)
- Strong written and verbal communication skills
Please email: steve@compassintladv.com with a resume