Pathway Capital Management · 22 hours ago
ASSOCIATE INVESTMENT - CA - PRIMARIES
Irvine, CA, US
Full-time
Hybrid
Entry, Mid Level
$110K/yr - $140K/yr
2+ years expPathway Capital Management is a leading provider of customized private market portfolio solutions with over $90 billion in assets under management. They are seeking an Associate to join their North American primaries investment team in Irvine, California, responsible for analyzing private equity investment opportunities and monitoring client portfolios.
FinanceFinancial Services
No H1B
Responsibilities
Assist in the initial pre-screening of new primary investment opportunities
Organize the due diligence process from initial evaluation through close which includes meeting with investment managers (in person and/or virtually)
Overseeing and conducting various quantitative analyses
Coordinating with investment managers, placement agents
Preparing comprehensive investment memos and reports
Presenting recommendations to Pathway’s investment committee and select clients
Oversee investment analysts on a variety of deal teams to ensure quality of work and due diligence timeliness
Assist in the post-close monitoring process including reviewing investment manager quarterly and annual reporting packages
Participate in update meetings with managers in person and virtually
Writing and production of monthly, quarterly and annual performance reports for Pathway clients
Analysis of client portfolio performance
Preparation of client presentations
Attendance and participation in client meetings and presentations
Assist with special primary-related research and reporting projects
Qualification
Required
2-4 years of relevant experience in a private markets primary investment role, preferably with an allocator or an institutional investor
Extensive knowledge of the private equity asset class with experience in private equity primary investment underwriting
Excellent business writing (reports, memos, communications), presentation, and research skills
Ability to work efficiently, manage to deadlines, and coordinate effectively with team members, both junior and senior
Ability and desire to work in a collaborative, fast-paced environment
Ability to proactively take on tasks and work independently
Ability to interpret qualitative and quantitative data, and add own judgment to the investment process
Detail-oriented with strong organizational skills
Comprehensive knowledge of and experience with software applications such as MS Excel, Word, and PowerPoint
Undergraduate degree required with a record of high academic achievement
Willingness to travel periodically for meetings with both investment managers and clients
Preferred
MBA or CFA (or progress toward either) is preferred but not required
Benefits
Health insurance
Retirement plans
Company
Pathway Capital Management
Pathway is a provider of private market portfolio solutions for institutional investors worldwide.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-11-12Acquired
Leadership Team
Stefanie Hochman
Sr. Vice President and Chief Compliance Officer
Gianina Martinez
Partnership Accountant
Recent News
2025-12-05
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