This growth equity group focuses on investments in technology, specifically Information Technology such as enterprise & B2B software, cybersecurity and FinTech. They are looking to add an analyst/associate to the team soon, sometime between spring and summer to work alongside the senior members of the growth equity team. They are operating out of their 4th fund and are raising their 5th later this year.
Private Equity Associate Responsibilities:
- Support members of the deal teams, primarily but not exclusively through financial analysis
- Conduct company-specific and/or industry-specific research, including strategic and financial topics
- Support all aspects of the due diligence process in evaluating new and existing investments (financial, business analytics, commercial/market, legal, risk, regulatory, IT and HR among others)
- Develop and prepare complex financial models
- Prepare investment memoranda, presentations and all other materials required in the investment, fundraising and fund management processes
- Support the ongoing monitoring / management of portfolio companies
- Complete additional projects as requested
Private Equity Associate Desired Skills and Experience:
- A minimum of 1-3 years of investment banking or private equity experience performing M&A with a reputable middle market bank
- Bachelor's Degree
- Previous Experience or Interest in tech, tech enabled services or B2B software
- Detail-oriented with strong finance, analytical and modeling skills
- Highly proficient in MS Office (Excel, Word, PowerPoint) and deal CRM systems
- Excellent reading and written communication skills
- Strong verbal and interpersonal skills, including comfort representing the firm to a variety of senior-level executives
- Strong organizational skills, with an ability to multitask in a dynamic and decentralized / small team environment
- Experience managing transaction due diligence and legal documentation
- Driven, hungry, proactive self-starter
- Entrepreneurial, commercial and coachable mindset - willing to be agile to devise creative solutions to complex challenges
- Genuine intellectual curiosity about investing, private equity and business
