Associate – Private Capital Advisory – Secondaries

Lazard

. Prepare presentation materials and pitches for prospective clients .

Posted 9/16/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $185,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced financial modeling and analytical skills, with a strong ability to manage complex transactions and communicate effectively with institutional investors and clients. Proven experience in investment banking, private equity, and secondary investing, along with a commitment to high-quality work and attention to detail.

Highest-signal resume keywords

Advanced Financial ModelingInvestment Banking ExperiencePrivate Equity AdvisoryClient CommunicationTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCash Flow ProjectionsValuation AnalysisReturns AnalysisFund-Level Waterfall ModelsDue DiligenceTransaction ManagementAsset Performance EvaluationNAV Trends AnalysisInvestor Outreach

Soft Skills

Attention to DetailInterpersonal SkillsCommunication SkillsInitiativeTeam Player

Tools & Technologies

Virtual Data RoomMarketing Materials ManagementInvestor PresentationsCIMsTeasers

Industry Keywords

M&AGP-Led Secondary TransactionsPrivate EquitySecondary InvestingInvestor Due Diligence

About the role

Key responsibilities & impact

Prepare presentation materials and pitches for prospective clients
Lead due diligence on private equity portfolios, evaluating underlying asset performance and NAV trends for GP-led secondary transactions
Construct and review secondary-specific financial models, including cash flow projections, fund-level waterfall models, returns analysis and valuation analysis
Manage detailed marketing materials, including CIMs, investor presentations, teasers and investor communications
Run investor outreach on live transactions and track investor interactions, demand and pricing feedback
Oversee the virtual data room and coordinate responses to complex investor due diligence requests
Act as day-to-day point of contact for clients, counsel and counterparties from transaction launch through closing
Communicate with institutional investor coverage professionals and Lazard M&A and financial sponsor coverage teams
Supervise, review and mentor analysts while ensuring accuracy and quality of work product

Requirements

What you’ll need

At least two years of investment banking (M&A or GP-led secondary advisory preferred), private equity or secondary investing experience
Proven ability through multiple similar assignments to work on complex transactions
Advanced financial modelling and analytical skills
Ability to build, review and stress-test complex fund- and asset-level models independently
Strong baseline technical skillset; additional training provided by PCA
Demonstrated academic excellence
Excellent attention to detail and high standards of accuracy
Judgment to review and quality-check junior colleagues’ work
Ability to operate in a fast-paced environment valuing initiative, creativity and maturity
Team-player mindset and ability to take ownership of discrete workstreams
Strong interpersonal and communication skills
Ability to communicate credibly with deal teams, institutional investors and external clients
Proven ability to manage multiple live transaction processes and competing priorities simultaneously
High responsiveness, strong work ethic and commitment to high-quality work product

Benefits

Comp & perks

Comprehensive, competitive benefits
Individualized employee experience supporting balance between career, family, and community
Investment in career development