2027 Private Funds Advisory Analyst: Palm Beach

About the role

Join Perella Weinberg as a Private Funds Advisory Analyst in Palm Beach, focusing on liquidity solutions for alternative asset managers. Gain hands-on experience with senior bankers, develop financial modeling skills, and engage in client-facing activities in a growth-oriented environment.

Role Responsibilities

• Prepare presentation materials and pitches for prospective clients.
• Analyze financial and performance data; assist in due diligence investigations.
• Run financial models including operating projections, LBO, and DCF.
• Prepare marketing materials like private placement memoranda and investor presentations.
• Coordinate investor meetings and respond to due diligence requests.
• Maintain investor and sponsor feedback database; track market data.

Team and Development

• Work directly with senior team members from leading financial advisory firms.
• Gain exposure to clients and senior bankers across the firm.
• Entrepreneurial environment encourages responsibility and impact.
• Career path aimed at progression to Associate and beyond.
• Global training program and ongoing curriculum provided.
• Focus on analytical, relationship-building, and client-facing skills.

Candidate Requirements

• Complete undergraduate degree between December 2026 and June 2027.
• Strong analytical and quantitative skills with financial concept knowledge.
• Effective writing skills and academic excellence with attention to detail.
• Initiative-taking and collaborative team player.
• Exceptional interpersonal and communication skills.
• Relevant internship or work experience preferred (investment banking, private equity, corporate finance, consulting).