Private Equity Investments Analyst (Co-Investments)

SUMMARY

Working as a member of the Private Equity Investments team, the Analyst will be involved in all aspects of private equity investments, including due diligence, transaction execution and investment monitoring. 

RESPONSIBILITIES           

• Partner with other members of the team to assist with investment transactions from start to finish, including screening opportunities, conducting due diligence, preparing investment recommendations, and monitoring investments post-close.  Due diligence process includes understanding company business models, researching industry and competitive landscape, assessing sponsor fit, analyzing valuation, and reviewing all third-party diligence reports.
• Build and modify models for investment program cash flow projection, fund cash flow and return analysis, and co-investment return and sensitivity analyses.
• Prepare investment memorandums along with due diligence findings and present to internal committees and clients as needed.
• Partner with legal counsel to review deal terms, negotiate and execute investment transactions.
• Facilitate internal deal allocation and closing process.
• Monitor and report on company/portfolio performance and draft investor communications, including periodic updates on company/portfolio performance, and facilitating dialogue as needed.
• Support fundraising efforts for private equity separate account mandates and commingled funds.
• Assist with special projects (business development, investor relations, etc.) on an as-needed basis

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

• Bachelor’s degree in Finance or Economics with outstanding academic credentials
• 1 - 2 years of professional experience in private equity, investment banking or consulting/advisory.
• Outstanding verbal and written communications skills
• Strong financial modeling skills with knowledge of leveraged buyouts and private equity transactions
• Exceptional critical thinking, quantitative and analytical skills
• Superior organization, decision making and problem solving skills
• Outstanding project management skills and the ability to work effectively in a deal teams, often on several transactions or potential opportunities simultaneously, under tight deadlines
• Ability to balance multiple concurrent projects and work both independently and as a productive member of project teams
• Desire to work in a dynamic, entrepreneurial organization
• High degree of integrity
• Dedicated work ethic and commitment to team and a goal-oriented environment

In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart and successful colleagues. The candidate will enjoy being part of an organization focused on excellence and will be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, the candidate will be a strong team player with a proactive approach and the ability to exercise discretion and judgment.

EQUAL OPPORTUNITY EMPLOYER M/F/D/V