What are the responsibilities and job description for the Investment Analyst position at Sturbridge Capital?
Title: Investment Analyst
Location: Birmingham, MI
Firm Type: Secondary Private Equity
Position Type: Full-Time | In-Office (not remote)
Firm Overview
Sturbridge Capital is a niche secondary private equity firm based in Birmingham, MI. Founded in 2011, the firm manages over $800 million of assets under management and is currently raising its fourth fund. Sturbridge Capital is a leading innovative buyer of global limited partnership interests in secondary funds and fund of funds. Since inception, the firm has completed over 40 transactions, acquiring exposure to over 2,000 underlying funds and partnering with high-quality sponsors globally.
The Role
Sturbridge Capital is seeking a highly motivated Analyst to join its investment team. This role offers broad exposure to private equity secondaries and is well-suited for candidates looking to deepen their investment skillset. Responsibilities include evaluating new investment opportunities; conducting due diligence on secondary funds and fund of funds and their underlying portfolio companies; building and maintaining financial models; preparing investment committee materials; and supporting the investment team throughout the transaction process.
Key Responsibilities
- Evaluate secondary private equity investment opportunities, including LP-led and GP-led transactions
- Conduct in-depth quantitative and qualitative due diligence on private equity funds and their underlying portfolio companies
- Build and maintain financial models for companies, funds, and transactions, including analysis of fund cash flows and portfolio performance
- Prepare investment committee materials
- Support transaction execution, including coordination with counterparties, intermediaries, and internal stakeholders
- Monitor and report on existing investments through regular interaction with fund managers, including update calls and attendance at annual general meetings
Qualifications & Requirements
- Bachelor’s degree with strong academic performance
- Exceptional quantitative and analytical skills
- Solid knowledge of valuation techniques, corporate finance topics, and financial modeling
- Proficiency in Excel and PowerPoint
- Excellent written and verbal communication
- Ability to work independently while contributing effectively as part of a collaborative, fast-paced team
- High level of intellectual curiosity, attention to detail, and strong work ethic
- Demonstrated interest in investing and secondary private equity
Experience
- 0-2 years of relevant finance experience (e.g., private equity, investment banking, investment management, or other finance roles)
Compensation & Benefits
- Competitive compensation package commensurate with experience includes base salary, annual bonus, and carried interest
- Comprehensive benefits package, including health insurance and an employer-funded retirement plan