Private Equity Analyst Job Description
Private equity analyst
provides systematic and regular updates on investment opportunities and market environment for the assigned private equity markets and steer the deal pipeline.
Private Equity Analyst Duties & Responsibilities
To write an effective private equity analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included private equity analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Aggregate, gather, validate, and create analytics regarding portfolios, underlying investments and client accounts and entering using excel spreadsheets and Private Equity (PE) software
Create extensive presentations utilizing Power Point, Excel and Word
Prepares financial analysis in support of the firm’s due diligence on private equity fund investment opportunities
Coordinate with external parties in the negotiation and execution of agreements and documents related to Private Equity investments
Create quarterly and annual forecasts
Model and summarize current and projected performance for senior management on a weekly basis
Work collaboratively with Deal Teams, Accounting, Investor Relations, Corporate and Legal
Accurately summarize and present results to Senior Management
Reviewing subscription agreements
Following up with investors on missing documentation
Private Equity Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Private Equity Analyst
List any licenses or certifications required by the position: CFA, CAIA, LPA, CPA
Education for Private Equity Analyst
Typically a job would require a certain level of education.
Employers hiring for the private equity analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Economics, Business, MBA, Education, Business/Administration, Engineering, Mathematics, Real Estate
Skills for Private Equity Analyst
Desired skills for private equity analyst include:
PowerPoint
Word
Argus
Capital markets
Corporate finance and credit markets
Data mining
Data visualization
Excel
Experience with commercial real estate fundamentals and investment principles
Private equity
Desired experience for private equity analyst includes:
Degree in Finance / Accounting, CPA/CFA or MBA preferred
A minimum of 3 years relevant work experience (public and/or private)
A strong understanding of WACC, CAPM and Contingent Claims Analysis
A strong understanding of valuation accounting disclosures including ASU 2011-04
Bachelor’s degree demonstrating outstanding academic performance in engineering, financial engineering, computer science, mathematics, or physical sciences
Foundation in statistics and quantitative analysis
Private Equity Analyst Examples
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Private Equity Analyst Job Description
Job Description Example
Our company is looking to fill the role of private equity analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for private equity analyst
- Drafting and delivering quarterly investor reports and annual reports via collaboration with the deal teams
- Organizing annual LP meetings
- Responding to LP enquiries
- Coordinating and managing capital calls
- Managing and facilitating fund-raising document filings, regulatory filings such as AMAC filings for the Fund, local AIC and tax filings for the Fund and the Management Company*LI-JG1
- Assist in creating and updating all marketing collateral such as client and prospect pitchbooks, educational pieces, annual meeting materials
- Supports processes, pipelines, and effective communication tools for primary fund investment and investor relations areas
- Must be able to professionally and accurately represent the firm
- Work with the business on process improvement projects
- Work with operational teams such as Sales, Plant and Marketing on analysis and process improvements
Qualifications for private equity analyst
- Intelligent and capable, displaying a high level of accuracy and attention to detail when completing tasks
- Ability to maintain professionalism at all times in a confidential environment
- Fluent in English language (reading, writing and speaking), Asian language skills preferred
- 30% troubleshooting and user support
- 30% implementing patches, upgrades and enhancements
- 40% speccing enhancements/standards for application
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Private Equity Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a private equity analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for private equity analyst
- Analyze and validate data from multiple sources
- Assisting other team members to measure and monitor the performance of portfolio companies, helping to implement operational changes
- Screen and develop new investment opportunities through the manager search and selection process
- Build strong relationships with existing and prospective general partners
- Prepare for and conduct due diligence meetings
- Contribute industry news, research and data to the team
- Perform post-investment monitoring of funds, including periodic meetings with general partners, annual meeting attendance and office visits
- Prepare comments for the quarterly reports
- Research and investigate matters as required by clients or regulators
- Manage and maintain data related to underlying fund performance and company data
Qualifications for private equity analyst
- MBA, CFA or CAIA preferred
- CFA qualification preferred (not essential)
- Strong Undergraduate academic record
- Accounting or Finance undergraduate degrees a plus
- Minimum of four years of accounting experience
- Ability to identify and recommend improvements upon analysis of processes
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Private Equity Analyst Job Description
Job Description Example
Our company is hiring for a private equity analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for private equity analyst
- Provide continuous support to specific portfolio companies around energy and sustainability initiatives
- Assist in the documentation of the distributions provisions in accordance with the fund legal documents
- Prepare and implement client-specific waterfall models
- Contribute in the discussions with service teams and clients on the proper setup and accounting methodology to capture the necessary data points for the waterfall calculations
- Partner with IT and Fund Accounting teams on the development and testing of the proprietary waterfall automation tool
- On-board clients to the proprietary waterfall automation tool
- Contribute in the on-going discussions on the waterfall workflow process and best practices, document and implement process improvements
- Participate in marketing / sales pitches, demonstrate and communicate effective waterfall capabilities
- Contribute in the discussions with both company service teams and clients on the proper setup and accounting methodology to capture the necessary data points for the waterfall calculations
- Partner with IT and Fund Accounting teams on the development and testing of the company’s proprietary waterfall automation tool
Qualifications for private equity analyst
- Solid understanding of Asset Management concepts, including Investment Management, Operations and Accounting functions the various investment ownership structures (direct, joint venture, fund, REITs)
- Strong analytical and financial modelling skills commercial acumen
- A minimum of 1-2 years of solid analysl experience in a Global Investment Banking/Corporate Finance team
- High-calibre postgraduate with a degree (or overseas equivalent) from a top institution
- Minimum 1+ busy season at BIG4 or top ten public accounting firms
- Two or more years of accounting experience required
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Private Equity Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a private equity analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for private equity analyst
- Participate in marketing / sales pitches, demonstrate and communicate effectively the company’s waterfall capabilities
- Cooperating with other team members and delivering projects according to the bank’s strategy
- Supporting operational users, from multiple locations including users based in Warsaw
- Performing project analysis to prepare software changes, improve operations efficiency, client on-boarding
- Managing business requests submitted by all the operational users
- Contributing to the incidents resolution and problem management of the activities performed on the platform used for PE&RE business
- Contributing to identify the suitable solutions for the users in order to implement them in due time
- Measuring, esteeming the degree of criticality of the problems
- Training and providing support to other teams if required
- Work closely together with senior team members and the investment controlling, investment management, compliance and legal teams to ensure consistent communication and data output
Qualifications for private equity analyst
- Strong analytical, quantitative and communication skills (both verbal and written)
- Genuine interest in equity markets
- Bachelor's degree, with a major in business, finance, accounting or economics preferred
- Analytical and critical thinking – Ability to identify and articulate key investment considerations and risks in different industries and businesses
- 1 - 3 years related work experience in either investment banking, private equity, hedge fund or management consulting
- Advanced research, financial modeling, analytical and valuation skills
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Private Equity Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of private equity analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for private equity analyst
- Assist in the evaluation, execution and monitoring of new and current investments across the Firm’s private equity portfolio
- Support the Asset Management team by building out reports and running ad hoc analyses to understand portfolio performance and operations, primarily utilizing Excel
- Provide client services support to senior team members and relationship managers
- Support ad-hoc requests from clients, prospects and relationship managers
- Build strong relationships with existing and prospective general partner
- Perform post-investment monitoring of funds
- Analyze and execute investment and asset management strategies
- Develop, conduct and coordinate financial analyses, reports and presentations to facilitate making important business decisions, including acquisitions and capital raising
- Conduct financial and business
- Provide analytical support for debt and equity transactions, investor relations activities and the quarterly earnings process
Qualifications for private equity analyst
- Strong track record of academic achievement
- Undergraduate calibre or equivalent
- Strong analytical skills, including knowledge of valuation methodologies and Excel tools
- Ability to think critically and creatively, and exercise good judgment
- Flexible and adaptable to changing priorities and new challenges
- Ability to meet deadlines and work well under pressur