Investment Associate, Private Equity Co-Investments
Seeking Associate to join a growing Private Equity Secondaries investment team, to support investment analysis and the execution of complex single and multi-asset GP-led, and LP-led secondaries deals. The ideal candidate will have served in an analyst/associate program focused on executing financial transactions in private markets.
Responsibilities:
- Build dynamic fund models, including underwriting analysis of ongoing transactions on which the team is working (Memo writing, Financial modelling, Market research, Expert calls)
- Construct and present briefing materials to the investment committee, including transaction overview, merits and risks, reference call takeaways, market pricing analysis, and financial outputs and sensitivities
- Facilitate diligence with clients, draft marketing materials such as a Confidential Information Memorandum, build financial projection model(s) and model returns to prospective investors, prepare Virtual Data Rooms
- Construct, analyze, and modify detailed financial and LBO models and returns analyses
- Prepare and present investment memos to the Investment Committee
- Conduct market and industry research on both a primary and secondary research basis
- Prepare term sheets and letters of intent; Coordinate the execution of transactions through all parties involved
- Supporting investment sourcing, client service requests, portfolio monitoring, and other organizational processes
Qualifications:
- Undergraduate degree from a leading university with a strong GPA
- Strong quantitative and qualitative analytical skills
- Strong verbal and written communication skills
- Financial modeling experience and an understanding of financial concepts, valuation, and accounting
- Ability to meet challenging deadlines while maintaining quality and accuracy
- Willingness to be a team player
Compensation:
$250k - $350k total
