Private Equity Analyst Resume Samples

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ZJ
Z Jacobson
Zetta
Jacobson
58896 Jakubowski Creek
San Francisco
CA
+1 (555) 870 8677
58896 Jakubowski Creek
San Francisco
CA
Phone
p +1 (555) 870 8677
Experience Experience
Phoenix, AZ
Private Equity Analyst
Phoenix, AZ
Lemke and Sons
Phoenix, AZ
Private Equity Analyst
  • Assist senior staff on marketing and business development related projects
  • Help manage relationships with management teams and corporate and financial sponsor partners
  • Provide integral support to the Asset Management team through data collection, modeling, analysis, and annual business plan and budget preparations
  • Analyze and monitor performance of fund managers and underlying investments / portfolio companies
  • Assist with transaction execution and deal project management all the way to completion
  • Dedication and strong interest in improving and developing products
  • Strong teamwork and meticulous attention to detail
Boston, MA
Analyst, Private Equity
Boston, MA
Hane, Bailey and Von
Boston, MA
Analyst, Private Equity
  • Developing and interpreting detailed financial models including valuation and credit analysis
  • Strong work ethic
  • Planning and assisting with the due diligence process
  • Conducting company and industry research
  • Preparing and presenting materials and analyses to internal investment committees and third party investors
  • Presenting to clients and building relationships of trust
  • Support general duties within the primary, secondary, and direct investment functions, including monitoring the universe of buyout and venture capital fund managers
present
Dallas, TX
Senior Private Equity Funds Analyst
Dallas, TX
Murazik Inc
present
Dallas, TX
Senior Private Equity Funds Analyst
present
  • Organizing the private equity fund research process, which includes coordination of fund coverage, drafting and reviewing reports, and ensuring research standards are maintained
  • Developing communications and presenting information on Brown Advisory’s private equity fund holdings, investment opportunities and relevant industry developments
  • Conducting due diligence and analytical work on a private equity fund manager’s process, philosophy, people and performance
  • Assisting Brown Advisory’s portfolio managers and other team members to develop the private equity and alternatives portion of client portfolios
  • Performing foundational work with other Brown Advisory investment teams to create thematic approaches across asset classes
  • Proactive sourcing of private equity fund manager meetings
  • Advanced knowledge of Excel, Word and PowerPoint
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of Georgia
Bachelor’s Degree in Finance
Skills Skills
  • Strong attention to detail
  • Detail-oriented, pro-active and able to manage multiple projects to deadlines with minimal supervision
  • Ability to excel in a highly collaborative global team
  • Ability to work collaboratively as part of a deal team and support the investment process from thesis definition to sourcing, due diligence, negotiations, value-add and exit
  • Strong interpersonal and organizational ability
  • Excellent oral and written communication skills and the ability to read, write and speak Mandarin is essential
  • Strong analytical, quantitative and research aptitude
  • Strong command of Microsoft Excel, Word and other Office programs
  • Demonstrated knowledge of financial markets
  • Able to multitask efficiently and effectively
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15 Private Equity Analyst resume templates

1

Financial Analyst Private Equity Finance Resume Examples & Samples

  • Strong analytical and quantitative skills and detail-oriented
  • Highly proficient in Excel and PowerPoint, Essbase reporting skills a plus
  • Highly motivated and intelligent with the ability to work effectively in a team environment
  • A desire to work in a team environment, often under pressure
  • Highly proficient in Excel and PowerPoint
2

Private Equity Data Analyst Resume Examples & Samples

  • Perform in depth research of the Private Equity Market across Funds, Limited Partners and General Partners with a focus on Asia
  • Work with stakeholders to gain strong industry knowledge to help drive research direction and scope
  • Act as a liaison with Bloomberg's R&D groups to enhance the Bloomberg Terminal's Private Equity functions, workflow applications, and proprietary client tools
  • Interface with sales, analytics, and other departments to enhance the Private Equity product
  • Partner with Bloomberg news organization to disseminate Private Equity data to our subscribers
  • Represent Bloomberg at industry conferences and related events
  • Fluency in Mandarin is essential, Japanese is a plus
  • BA/BS in Finance or relevant subject
  • 2 years of project management/leadership experience
  • Demonstrated knowledge and interest in Private Equity, Mergers & Acquisitions or Venture Capital markets
  • Ability to analyze and manipulate data to generate statistics
  • Effective research and analysis skills with exceptional attention to detail
  • Self-starter; deals with complex concepts and gray areas comfortably
3

Private Equity Financial Analyst Resume Examples & Samples

  • 3-4 years of Investment Manager or Corporate financial planning and analysis experience
  • Strong modeling skills, coupled with an understanding of financial reporting systems, procedures and controls
  • Bachelor’s degree in Finance or Accounting
4

Senior Private Equity Funds Analyst Resume Examples & Samples

  • Performing foundational work with other Brown Advisory investment teams to create thematic approaches across asset classes
  • Proactive sourcing of private equity fund manager meetings
  • Conducting due diligence and analytical work on a private equity fund manager’s process, philosophy, people and performance
  • Coordinating and drafting strategy and team assessments of potential private equity funds
  • Preparing and presenting summary recommendations to the firm’s Private Alternative Strategies Committee
  • Developing communications and presenting information on Brown Advisory’s private equity fund holdings, investment opportunities and relevant industry developments
  • Assisting Brown Advisory’s portfolio managers and other team members to develop the private equity and alternatives portion of client portfolios
  • Organizing the private equity fund research process, which includes coordination of fund coverage, drafting and reviewing reports, and ensuring research standards are maintained
5

Equity Markets Private Company Access Analyst Resume Examples & Samples

  • Prospecting for new target ideas (trade rags, personal contacts, etc.)
  • Building and maintaining our pipeline report and recording all PCA activities in our CRM
  • Creative marketing of more complex stories to both sales and to investors
  • Strong team orientation; partner regularly with CMO, Research, Access and IBD to manage information flow and to professionally complete projects
  • Travel as needed throughout the US for conference management and selling our service
  • Strong understanding of our compliance processes
  • Diligent management of desk budgets for large client facing events (Metron, GEMs, etc.)
  • Understanding of equity markets
  • High energy, showing initiative, assertiveness and the ability to follow through
  • Ability to prioritize and be flexible, capable of juggling multiple priorities
  • Strong communication skills, both written and verbal, and a high level of discretion with confidential information
  • Even-tempered and professional in a time pressurized environment
6

Private Equity Analyst Resume Examples & Samples

  • Bachelor Degree from a reputable University, Post graduate degree, MBA or equivalent advantageous
  • Previous work experience in Investment Banking / Private Equity preferred
  • Capacity to identify and capitalize on investment opportunities and source potential investments
  • Strong analytical, quantitative and research aptitude
  • Strong interpersonal and organizational ability
7

Private Equity Valuation Analyst Resume Examples & Samples

  • Experience working within the Financial Services industry
  • Strong Modeling and Valuation skills
  • Understanding of Financial Reporting systems, procedures and controls
8

Private Equity Associate / Analyst Resume Examples & Samples

  • 2+ years M&A or Corporate Finance Experience within Investment Bank or Practice
  • CFA Qualification (ACA/ CIMA Qualification also considered)
  • Strong academic background, with preferably a first-class honours degree from a top 10 university
9

Private Equity Analyst Resume Examples & Samples

  • Experience within a top 10 audit practice firm with the ACA qualification
  • CFA Qualification desirable
  • Strong knowledge of either the Private Equity/ Asset Management sector
10

Private Equity Analyst Resume Examples & Samples

  • Lead the detailed evaluation of new investment opportunities in Australia and Asia
  • Assist with transaction execution and deal project management all the way to completion
  • Be the go to person from a Financial Modeling perspecting and develop capital structure and valuation views along with the Senior team
  • Assist with portfolio company monitoring to maximize value
  • Help manage relationships with management teams and corporate and financial sponsor partners
  • Assist with due diligence, SPA and term sheet negotiation
11

Private Equity Analyst Resume Examples & Samples

  • Perform due diligence and analysis of infrastructure and energy investment managers, with the aim of managing diversified multi-manager portfolios, covering a broad range of subsectors (geographic focus will be on Europe and North America)
  • Screening of infrastructure investment managers and infrastructure fund investments, meetings with General Partners (GP's), documentation and updating of monitoring database as well as monitoring of existing fund investments and underlying assets, regular fund manager contacts, attendance of annual meetings, analysis of fund reporting (build and maintain relationships with infrastructure and energy investment managers)
  • Execute detailed qualitative and quantitative analysis as part of a due diligence process for primary and secondary investment opportunities. Presentation of investment proposals to the Investment Committee
  • Preparation of research and marketing materials, as well as contribution to client reporting documentation, comment on development of infrastructure fund investments and individual transactions
  • Participate in fund raising with a focus on the UK; meet with the clients, consultants and prospects as required; communicate investment strategies and criteria
12

Senior Analyst, Private Equity Services Resume Examples & Samples

  • Process Private Equity transactions, including commitments, capital calls, distributions and valuations
  • Provide scheduled and ad-hoc reporting and analytics for the various Private Equity porfolios
  • Assist in Private Equity data management initiatives to ensure data completeness, accuracy and timeliness
  • Assist in oversight of Private Equity vendors, includes monitoring work product and expectations and producing periodic dashboards
  • Partner with TIAA technology and implement new and enhanced technology capabilities for key Private Equity stakeholders
  • Continuously explore and implement process improvements to deliver enhanced efficiency and effectiveness
  • Assist with investment control and audit initiatives
  • At least 5-7 years of business experience in Private Equity operations or related investment management areas
  • Bachelor’s Degree in Economics or Finance
  • Proficient in the use of MS Office products - Word, Excel, PowerPoint and Access. MS-Visio a plus
  • Proficient in FrontInvest
  • Solid understanding of Asset Management concepts, including Investment Management, Operations and Accounting functions as well as the various investment ownership structures (direct, joint venture, fund, REITs)
  • Strong analysis and problem-solving skills
13

Private Equity Sponsor Finance Credit Analyst Resume Examples & Samples

  • Bachelor’s Degree in Finance or Engineering
  • Academic Coursework in Accounting and Financial Statement Analysis
  • Experience with Excel Data Analysis, Access Database Design, and Visual Basic Programming is Required
  • 2-3 Years Working Experience in Banking & Finance is Preferred
14

Private Equity Analyst Resume Examples & Samples

  • 3+ years of experience in the Financial Services industry, including Private Equity Fund Investing or other Direct Investment experience
  • Undergraduate Degree in Accounting, Economics. and/or Finance
  • Solid research and analytical skills
  • CFA or CAIA
  • Private Equity Fund Investment / Alternative Investment experience
15

Analyst, Infrastructure Private Equity Resume Examples & Samples

  • Have primary responsibility for the financial modelling and analysis of companies and transactions
  • Identify and execute M&A transactions – both new investments and bolt-on acquisitions for portfolio companies
  • Assist portfolio company management in developing business plans and strategy, including identifying and delivering operational and financial improvements and participating in board discussions
  • Execute financing transactions in the ongoing capital management of portfolio companies
16

Private Equity Analyst Resume Examples & Samples

  • Conduct industry and market research
  • Prepare presentations
  • Construct financial models and perform financial analysis
  • Conduct investment due diligence and deal execution
  • Perform post-investment monitoring and reporting
  • Provide support to investment and operations teams
17

Private Equity Analyst Resume Examples & Samples

  • Perform rigorous qualitative and quantitative due diligence for Investment Committee review
  • Analyze and monitor performance of fund managers and underlying investments / portfolio companies
  • Participate in the group’s marketing/business development efforts
  • Coordinate with internal bank functions to on-board new product offerings for the wealth management platform
  • Attend meetings with existing and potential fund managers when appropriate
  • Manage junior staff
  • Participation on investment committees on the GIG PAC for Private Equity, Credit & Real Estate Investments
  • Previous experience / demonstrated interest in investment banking, private equity, real estate, real assets or alternative asset management
  • 8+ years of experience preferred
  • Strong verbal and written communication/presentation skills
  • MBA preferred / Bachelor’s degree in Finance, Accounting, Economics or related field preferred but not required
  • Additional language skills preferred
18

Private Equity Analyst Resume Examples & Samples

  • Assist in conducting due diligence on buyout and venture capital partnership investments and in preparing investment recommendations
  • Model and analyze private equity investments using financial models and spreadsheets
  • Conduct online research on private equity firms and maintain research databases
  • Coordinate and put together due diligence materials on investments as well as marketing materials
  • Assist senior staff on private equity related analyses and research projects
  • Assist senior staff on marketing and business development related projects
  • MS degree (preferably in Finance or Engineering) with strong academic background
  • Experience in the investment management, corporate finance or related industry
  • Articulate communication verbally and in written form in English
  • Enthusiastic individual willing to commit to hard work in a team oriented environment
19

Accountant / Analyst With Private Equity Firm Resume Examples & Samples

  • Preparing financial statements and journal entries
  • Preparing bank and fund reconciliations
  • Reviewing funds, including scenario analysis and forecasting
  • International exposure with projects and analysis
  • Ad-hoc projects and exposure to all accounting and finance operations
  • 1+ years of accounting experience
  • CPA or ability to sit for the CPA exams
  • Very strong system experience including Excel
  • Ability to help with process improvements
20

Analyst, Private Equity Resume Examples & Samples

  • Understands how private equity markets work, and the universe of private equity firms
  • Possesses knowledge of financial analysis and valuation of private companies. Strong business and people judgment skills with ability to assess both the qualitative and quantitative aspects of an investment
  • Must be comfortable in client interactions and working with internal partners. Strong financial analysis and interpersonal skills
  • 0-2 years of experience with leveraged finance, consulting, public accounting, corporate finance or investment management
21

Analyst Private Equity Due Diligence Resume Examples & Samples

  • Assist with identifying and evaluating investment opportunities
  • Prepare materials for inclusion in quarterly strategy reviews and investor reports
  • Support client service and operations management in responding to investor requests
  • 5-7 years work experience, with prior exposure to the private equity, real estate, commercial lending, or public accounting industires
  • Advanced knowledge of Excel and Word
  • Degree in Accounting, Finance, Economics, and/or Mathematics a plus
22

Analyst, Private Equity Accounting Resume Examples & Samples

  • Maintain and update investor records and profiles as directed by the client
  • Monitor and respond to client and partner inquiries within the established timeframe, escalating issues appropriately to the management as needed
  • Process and reconcile cash movements for investments and divestments
  • Process and reconcile cash movements for investor capital calls and distributions
  • Reconcile and update valuations of investments timely and accurately
  • Responsible for assisting accountants with performing a variety of accounting and analytical duties pertaining to fund/client activity (e.g., capital calls, distributions, expenses, income, gains, fees) and preparation of financial statements
  • Utilize all department systems as required to complete and monitor daily and periodic functions including, but not limited to; Investran (Accounting, Portfolio and Investor Manager, RM Contact, Report wizard, Reporting Services), Partner Passport, Treasury Passport, QEB, Web Time, EXP AG (PowerImage), SharePoint, ERM, Scanner, Fundmater, MTS Video, MR, Lotus Notes, Microsoft Excel/Access/Word
  • Bachelor's Degree in a related field (i.e. Finance, Accounting, Business, Economics) and/or equivalent work experience with a December 2016 graduation date preferred, as start date will be January 2017
  • Technical and service-oriented qualities
  • Analytical, problem solving, and organizational skills to analyze financial data, prepare reports, reconcile, research, and resolve inquiries/account issues
  • Attention to details and organization skills to prioritize and manage multiple tasks
  • Ability to work effectively in a team environment, exhibiting initiative and flexibility
  • Effective communication skills to work with clients and internal/external partners
  • Personal computer skills to prepare investor and financial reports and utilize online databases/systems
23

Private Equity Analyst Resume Examples & Samples

  • Bachelor's Degree with a strong academic background in finance and accounting
  • 8+ years of experience in financial services, including private equity fund investing or other direct alternative investment experience
  • Strong command of Microsoft Excel, Word and other Office programs
  • Outstanding interpersonal, written and verbal communication skills
  • Ability to excel in a highly collaborative global team
  • Detail-oriented, pro-active and able to manage multiple projects to deadlines with minimal supervision
  • Previous multi-national corporation experience
24

Senior Analyst Private Equity Sponsor Coverage Group Resume Examples & Samples

  • Proven Financial Analysts
  • Good Excel skills needed to update borrowing base trend sheets
  • Good PowerPoint skills to assist with sundry projects as assigned including PESCG portfolio reports / presentations
  • Good credit skills (familiarity with writing up complex deals, spreading financial statements, assessing risk, financial modeling and drawing conclusions)
  • Intermediate accounting
  • Interpersonal skills to effectively interface with customers
  • Negotiation skills required for internal discussions
  • Customer contact is required for follow-up on information gathering for new deals, interim/annual reviews and compliance, therefore you must have a strong client focus
25

Private Equity Analyst Resume Examples & Samples

  • Supports development and co-creation of insights beyond publicly available information by interacting with the Knowledge Manager, account teams, engagement teams and service line colleagues to extract, update, share and use appropriate content
  • Together with the Knowledge Manager, proactively alerts stakeholders regarding changes amongst key clients and competitors, and assesses the impact of those changes on internal strategies and plans
  • Builds strong relationships within priority accounts/solutions/service lines/markets and collaborates with domain stakeholders and EYK colleagues to bring research, analysis and insights that support business development activities and service delivery to clients (including for relationship building initiatives and specific engagements)
  • Engages with EY Benchmarking team to use available data to support domain priorities and shares domain data with the Benchmarking team for broader reuse across the firm
  • Acts as a role model within EY Knowledge and Private Equity and positively influences change by: leading by example; championing knowledge-sharing behaviors; connecting people; encouraging enterprise-wide sharing; and appropriately leveraging and reusing existing collateral
  • Ability to synthesize and analyze information coherently and succinctly. Able to bring together a variety of perspectives and sources across Private Equity to deliver compelling analysis that supports business priorities
  • Confident in understanding multiple business drivers and talented at defining the root causes of trends; Capable at identifying issues and trends that translate into key market-facing initiatives and opportunities for EY
  • Demonstrates ability to use both qualitative and quantitative research and analysis methodologies, including financial analysis skills, to synthesize information, review data inputs and provide analytic insights
  • Adept at using strategically sound analytical methodologies and capable at coaching less-experienced team members to improve their skills in research, analysis, data analytics and visualization
  • May help to lead multidisciplinary teams, often working virtually across service lines and geographies
  • Limited direct supervision responsibility but must help to cultivate a high-performance teaming environment with analysts in a global, multi-cultural and virtual environment
  • Credible experience working in a fast-moving, client-driven environment
  • Comfortable presenting to an executive-level audience; demonstrated ability to interface with stakeholders and internal customers across different levels of seniority
  • Comfortable with big picture thinking
  • Succinct and structured oral and written communications skills with proven ability to explain complex concepts in a crisp, clear, concise and graphic-rich style, using appropriate analytics and visualization tools
  • Confident to build a network of internal contacts to help support domain and broader business objectives
  • Ability to take ownership for delivering customized projects with a high degree of autonomy; adept at managing several projects simultaneously
  • Demonstrated strong written and oral communication skills to talk about knowledge programs in a clear, compelling manner with a professional/executive presence
  • May require occasional travel, both domestic and international
  • Proficient in English, both written and verbal
  • Master’s degree, CFA, or other postgraduate qualification an advantage
  • Approximately 7 – 10 years’ experience in strategy, business analysis, industry research, management consulting or business performance, advising organizations in Private Equity
26

Private Equity Analyst Resume Examples & Samples

  • A bachelor's degree in business, finance or economics
  • 2 – 3 years of experience as an Analyst at a top investment bank, M&A background preferred
  • Strong PowerPoint and presentation skills
  • The ability to travel
  • Results-oriented, with an ability to manage multiple projects simultaneously and expeditiously
  • Able to both take direction and show initiative as appropriate
  • Comfortable with various financial reporting systems to optimize the results of a business
  • A strong individual as well as a team player, capable of building effective internal and external relationships through appealing personal skills
27

Analyst, Private Equity Resume Examples & Samples

  • Preparing and presenting materials and analyses to internal investment committees and third party investors
  • Supporting the Australian team with modelling, presentation packs, research and due diligence
  • Developing and interpreting detailed financial models including valuation and credit analysis
  • Planning and assisting with the due diligence process
  • Presenting to clients and building relationships of trust
  • An appropriate degree in Accounting, Finance, Economics, Engineering or Mathematics. Post graduate qualifications (eg. CFA, MBA, CA/CPA) would be highly regarded
  • 1-3 years’ experience in investment banking, corporate finance, management consulting or funds management
  • A detailed understanding of corporate valuations, financial statements and debt financing structures
  • Acquisition underwriting skills
  • A strong sense of price/value and the ability to identify value drivers, information inconsistencies and value opportunities
  • The ability to proactively research investment and funding opportunities both at a corporate and asset level
  • Experience in applying valuation methodologies (DCF, multiple analysis, cap rate valuation etc)
  • The ability to coordinate transaction teams with all involved parties
  • Advanced Excel and Powerpoint skills
  • Familiarity with Bloomberg, Capital IQ or other data programs
  • Exceptional financial modelling skills with demonstrated expertise in financial analysis and model management
  • A strong understanding of detailed financial statement reporting and analysis, financial structures and instruments
  • The ability to develop strong internal/external networks and strong client relationships
  • The ability to communicate clearly, both written and verbal
  • A self-motivated and proactive attitude, with the ability to multitask in a fast paced environment
28

Private Equity Analyst Resume Examples & Samples

  • Bachelor's degree (Finance, Economics or Accounting preferred)
  • 2-3 years of experience at a transaction advisory, private equity, securities, strategy consulting or research firm with exposure to PE / the due diligence process; prior experience in an international environment desirable
  • Fluent in English and Korean (both written and verbal)
  • Excellent problem solving skills, including the ability to structure a problem, disaggregate issues, identify root causes and recommend solutions
  • Excellent analytical and modeling skills, including the ability to understand the relevant analysis required to prove a hypothesis and the ability to gather information around it
  • Excellent quantitative skills, and strong knowledge of Microsoft Excel and PowerPoint
  • Ability to work well in a team setting and responsive to feedback
  • Flexibility, patience, and an understanding of fluid, demanding, and unstructured environments where priorities evolve constantly and methodologies are challenged regularly
  • Ability to work under pressure and deliver on tight deadlines
  • Position is a 1-year contract, with the option to move to a permanent position depending on performance
29

Analyst, Private Equity Resume Examples & Samples

  • Prepare financial analysis in support of the firm's due diligence on private equity fund/secondary/direct investment opportunities
  • Analysis may include evaluating a firm’s strategy and historical track record versus industry benchmarks; tracking industry wide and fund specific investment and liquidity data; modeling fund cash flows and transaction structures; working with valuation models and projection models; reference calls; and compiling information for investment committee presentations
  • Support general duties within the primary, secondary, and direct investment functions, including monitoring the universe of buyout and venture capital fund managers
  • Assist with business development and investor relations projects, such as maintaining marketing and quarterly performance presentations, creating industry white papers, and working with the back office team
  • Must be comfortable representing the firm to outside constituencies in a professional way
  • Position may require some travel
  • Highly-developed analytical ability
  • Strong business and interpersonal judgment skills with ability to assess both the qualitative and quantitative aspects of an investment
  • Understanding of how financial markets work, particularly private equity
  • Knowledge of basic financial analysis and the valuation of private companies
  • 0-1 years of experience with leveraged finance, consulting, public accounting, corporate finance or private equity
30

Private Equity Analyst Resume Examples & Samples

  • Provide integral support to the Asset Management team through data collection, modeling, analysis, and annual business plan and budget preparations
  • Financial modeling in Excel and ARGUS, including cash flow, scenario/sensitivity, hold/sell, and lease analysis
  • Review and analyze asset operating performance, budgets, and third party valuations
  • Prepare monthly and quarterly investment reports
  • Prepare quarterly valuations and projections
  • Perform market research/analysis
  • Assist senior deal team members with various projects and tasks
  • Bachelor’s degree required with 1-3 years of related work experience in real estate or finance
  • Financial modeling experience is mandatory and ARGUS experience is preferred
  • Proactive, strong self-motivation and work ethic
  • Ability to work in a fast paced, deadline-driven and entrepreneurial environment
  • Project management skills and the ability to effectively prioritize multiple projects at once
  • Committed to delivering the highest quality work product; strong attention to detail and accuracy
31

Financial Analyst, Private Equity Resume Examples & Samples

  • 2-3 years of Investment Manager or Corporate financial planning and analysis experience
  • A bachelor's degree in business, finance or economics, with a minimum GPA of 3.2
  • Advanced knowledge of Excel and Power Point
  • Ability to interact with various internal groups
  • Bright and flexible, with excellent analytical, strategic, and implementation skills
  • Proactive and high-energy with a hands-on approach to problem solving
  • Uncompromising with respect to quality in all regards
32

Senior Quant Analyst Private Equity Resume Examples & Samples

  • Identifying and evaluating investment opportunities
  • Lead or co-lead the due diligence process for private equity and real assets funds
  • Present key findings at various committees
  • Support advisors and client requests
  • Communicate with advisors and clients as appropriate
  • MBA, MS, JD, or other relevant advanced degree preferred
  • CFA Charterholders or candidates preferred, or willingness to work toward CFA designation