Private Equity Associate Job Description
Private equity associate
provides superior ability to analyze and forecast effects and implementation of beneficial but complex financial arrangements with strategic partners.
Private Equity Associate Duties & Responsibilities
To write an effective private equity associate job description, begin by listing detailed duties, responsibilities and expectations. We have included private equity associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Maintaining constant awareness of market conditions, private equity sector and fundraising trends, developments in corporate debt markets broadly (High Yield and Leveraged Finance Capital Markets) and, specifically, in relation to private equity transaction funding
Work with accounting and valuation groups to ensure that all transactions are properly recorded for accurate accounting, pricing and performance
Generation of trade ideas, strategies, and creation/follow through of business initiatives
Prepare capital call and distribution calculations
Maintain detailed capital account balances for partners
Prepare wires, to be sent to treasury, for investment funding to ensure funds flow through the structure correctly
Record daily and monthly activity in Investran
Assist in tracking investment cost and monitoring the fair value of the investments
Assist in the preparation of support analyses for partnership activities to external auditors for year-end audits and partnership tax returns
Assist in various LP requests including, but not limited to, cash flow history, summaries of investments, audit confirms
Private Equity Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Private Equity Associate
List any licenses or certifications required by the position: CPA, CFA, SSAE
Education for Private Equity Associate
Typically a job would require a certain level of education.
Employers hiring for the private equity associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Business, Economics, Business/Management, MBA, Mathematics, Engineering, Education, Accountancy
Skills for Private Equity Associate
Desired skills for private equity associate include:
Tools
Partnership accounting
Capital markets
Valuation
Ability to analyze and determine the credit-worthiness of a business enterprise through its financial statements
Ability to leverage that information in creating customized customer solutions
Ability to use processes
Ability to use quantitative tools and techniques to measure and analyze risks
Investments business and ability to analyze and evaluate asset types
Major issues
Desired experience for private equity associate includes:
Must show positive interest to engage in non-deal basic research of target industry sectors across SE Asia
Consistently exceed client expectations
Absorb and share knowledge whilst retaining a creative and innovative mindset
Act with the best interests of the firm in mind
Think and act commercially
Assist in maintaining investment track record
Private Equity Associate Examples
1
Private Equity Associate Job Description
Job Description Example
Our growing company is looking for a private equity associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for private equity associate
- Review and analyze company financials/historical performance and determine reasonableness of valuation assumptions
- Prepare / present presentations for Valuation Committee meetings
- Main point of contact with Legal, Litigation, Compliance, Private Equity fund services (PERES), Tax and
- Investment managers (as appropriate) in connection with legacy private equity matters
- Main point of contact with GPs in our third party fund portfolio
- Support the HPE team in the evaluation of portfolio management related activities, presentation of recommendations to the Investment Committee compliance with various regulations
- Developing marketing case studies and presentation slides dedicated to a specific sector or vertical for an upcoming or prospective meeting
- Taking lead on preparation of pitchbooks, market analyses, post-meeting follow-ups, data gathering for near-term and longer-term initiatives
- Work closely with Clients, the Operations and Technology Teams, to develop Private Equity distribution waterfall models
- Will be engaged in the overall investment function of the private equity team, and work in support of the due diligence and investment process with other members of the team
Qualifications for private equity associate
- Minimum 1-2 years (by start date) experience from a leading investment bank, energy corporation or management consulting firm
- Private equity portfolio management experience would be beneficial to the role
- Leadership - provide oversight and guidance for current processes from an operational,administrative and financial perspective in conjunction with our legal, litigation, finance and fund administration group
- Analytical skills - candidate will address business issues from an analytical perspective in order to make decisions
- Well organized, with ability to work on different projects simultaneously
- Strong quantitative skills and high proficiency with Microsoft Excel are required
2
Private Equity Associate Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of private equity associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for private equity associate
- Quantitative and qualitative research and analysis on investment themes, regions and strategies
- Research on macroeconomic overview of regions/strategies
- Conducting due diligence, as part of a team, of General Partners, co-investments and secondary opportunities
- Key activities to support key portfolio investments including drafting key decision making memos and ensuring portfolio investments are appropriately reviewed and signed off prior to recommendation to MLC's Investment Committee
- Update and manage investor information in databases
- Assist with investor communications
- Keep track of internal reporting and data entry
- Correspond daily with back office teams
- Process new investor subscriptions
- Review of third party pricing to determine reasonableness and challenge vendor assumptions with supporting market data resulting in updated vendor pricing
Qualifications for private equity associate
- Solid M&A experience in Investment Bank in Japan
- Undergraduate degree with a minimum overall undergraduate GPA of 3.2
- 1-3 years work experience in investment banking, private equity, or private investment fund of fund research
- 5 – 7 years of experience, preferably 2 years with a top-tier investment bank 2+ years in a private equity investing role
- Experience with investing in infrastructure sector is highly valued
- Fluency in Spanish, and experience with investing in Latin America is highly valued, but not required
3
Private Equity Associate Job Description
Job Description Example
Our company is looking to fill the role of private equity associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for private equity associate
- Interface with the auditors and demonstrate the key controls in place with documentation their advisory teams to gain comfort around our valuations
- Managing new investment pipeline (reviewing teasers and offering memorandums, processing confidentiality agreements, creating weekly pipeline reports)
- Reviewing incentive fee reallocations and capital gain allocations via aggregation and layering
- Reviewing tax analysis, including wash sale, constructive sale, straddle, mark to market adjustments
- Performing research of relevant tax laws, regulations and rulings to determine proper tax treatment of issues (Federal and state)
- Reviewing and analyzing company financial statements
- Prepare private equity and real estate tax deliverables, including preparation of tax estimates, year-end tax workpapers, and quarterly REIT Testing
- Communicate directly to managers on status of assignments and issues encountered
- Research federal, state, international, private equity, and real estate tax issues
- Act as a liaison with Tax Advisors on the preparation of partnership income tax returns and quarterly REIT testing
Qualifications for private equity associate
- Help maintain detailed monitoring records post-investment including hosting and documenting regular update calls/meetings with fund managers
- Assist with the due diligence process and ongoing fund monitoring
- Qualified Professional (CA/MBA/CFA) with 5-6 years work experience in investment banking, private equity, or private investment fund of fund research
- Experience with Private Equity investments or familiarity with alternatives investments strategies and structures, preferred
- A combined minimum of 4 years of solid experience in a Global Investment Bank & Private Equity Team
- Influential, persuasive and stretches for higher levels of performance
4
Private Equity Associate Job Description
Job Description Example
Our growing company is looking for a private equity associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for private equity associate
- Assist in the development of processes around growing private equity and real estate business to enhance client offering
- Participate in technology automation, procedure development, and other special projects
- Review of monthly/ quarterly NAV packs and Investor Reporting
- Complete and/or review requests for proposal/information (RFP/RFI), quarterly/monthly client/consultant database updates, and ad hoc requests
- Produce/extract data from PEG-utilized systems and maintain internal tracking lists
- Assist in creating and updating marketing collateral such as pitchbooks, white papers, executive summaries
- Liaise with service provides and internal client-support, including Client Account Management
- Provide project management for large scale client events such as our annual meeting including coordinating the invite list, scheduling speakers
- Utilize internal systems to produce and distribute quarterly performance reports to clients and consultants
- Assist in managing PEG information visible internally and externally
Qualifications for private equity associate
- Graduate degree or equivalent working experience
- A minimum of 4 - 5 years of relevant Asia Pacific PE or Asia Pacific Real Estate experience is essential
- Proficiency in an Asian language desirable
- Ability to work in close-knit team environment
- Demonstrated familiarity with Asian real estate products and investment strategies
- 2-5 years of public accounting with financial services (tax or audit)
5
Private Equity Associate Job Description
Job Description Example
Our innovative and growing company is hiring for a private equity associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for private equity associate
- Perform financial modeling to support capital markets transactions
- Supports general duties within the primary, secondary, and direct investment functions and investor relations areas, including monitoring the universe of U.S. buyout fund managers
- Maintaining constant awareness of market conditions, private equity sector and fundraising trends, developments in corporate debt markets broadly
- Researching marketing angles or areas where the firm can differentiate itself from the competition
- Assist other team members to measure and monitor the performance of portfolio companies, help to implement operational changes and monetisation
- Developing and maintaining a high standard of product/ services knowledge, in particular and directly, the functionality and application of these products/ services to IBPE market participants
- Frequent, timely and accurate communication of sales forecasting, pipe line management and other sales activity using SalesForce.com
- Contribute to the Pacific IBPE business strategy through application of strong and current IBPE sector knowledge
- Keeping up to date with key industry news and events involving clients and prospects alike, macro/ market trends impacting local M&A markets and keeping abreast of our competitive landscape
- Complete written research and analysis utilized by our clients and investment teams to support investment decisions
Qualifications for private equity associate
- Excellent academic record with an undergraduate/MBA degree from a top International University
- Technical skills – Ability to manipulate and develop financial models for companies and private equity funds
- 1 - 5 years experience in investment banking, private equity or strategy focused on financial institutions or other relevant areas
- 4 – 6 years of investment banking or 2 – 3 years private equity or other relevant experience
- Experienced in driving important piece of private equity investment or M&A work, leading complicated due diligence work and working with company management effectively
- Candidates must exhibit conduct consistent with our guiding principles of integrity, partnership and high performance and be willing to travel extensively