A Private Equity Analyst is hired to look at companies that are undervalued so that the private equity investors can buy the company, and take it private and earn profits. A well-drafted Private Equity Analyst Resume mentions the following core duties and responsibilities – conducting research, ratio analysis; and giving interpretations on private companies; using due diligence, financial modeling techniques, and valuation methods to assess the advantages of investing in a private company; managing the investment portfolio or fund; raising money from private companies, banks, and high net worth; and forecasting the return on investment of the company.
The most sought-after skills for the post include the following – strong industry knowledge of various industries and the business models; a good understanding of various financial and economic scenarios; strong spoken and written communication skills, and the ability to seamlessly use MS Suite. Those who want to work in this capacity should have a bachelor’s or master’s degree in finance, economics, or investment analysis.
Objective : Seeking a Private Equity Analyst position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Prepared valuations for individual private companies.
Adhered to in-depth procedure documenting the PE manager selection process.
Complete detailed due diligence on managers being considered, especially with regard to risk and oversight controls.
Reviewed manager documents and work with Plan Counsel for contract review.
Conducted ongoing oversight for the 40+ PE managers currently in our client portfolios.
Prepared internal and clients reports.
Reported will include qualitative and quantitative analysis.
Experience
0-2 Years
Level
Entry Level
Education
BS In Social Science
Private Equity Analyst Resume
Objective : Looking for entry-level positions of Private Equity Analyst Professional skills include Business/Data Analysis, Market Research, and Investment Evaluation. Technical training in MS Excel, Project, Visio, Statistical Computing R, SQL, MATLAB, Java.
Skills : Microsoft Word, Microsoft PowerPoint, Microsoft Excel, SAP, VLOOKUP, Pivot Tables, Spss, Bloomberg, Factset, SQL.
Description :
Assisted Managing Partner to complete 2 acquisition deals on Real Estate companies by drafting industry research report, performing company due diligence, and pro forma cash flow valuations.
Formulated competitor stack-up for the client through identifying and researching the top 10 competitors in the target areas, and drove the planning and implementation of the new pricing strategy, which was expected to increase 10% more income for the client.
Updated the client's fundraising plan by adding 3 new channels and budget plan by building a new financial model (pro forma cash flow) via Excel and performing student retention tests by SQL.
Built partnerships with 5 real estate-related companies by performing over 50 cold call interviews.
Anchored the sourcing, due diligence, and execution of investment processes that have led to the deployment of over $700 million in the capital in one year; authored investment memoranda and participated actively in investment committee.
Developed and maintain dynamic cash flow pacing models to project the development of portfolio NAV and determine the investment pace/mix needed to attain target PE allocations.
Created and manipulated cash flow models in Excel to help analyze potential investments.
Experience
0-2 Years
Level
Entry Level
Education
MS In Finance
Private Equity Analyst Resume
Headline : Responsible for Evaluating prospective deals through LBO / DCF modeling, comparable company and precedent transaction analyses, as well as a comprehensive review of industry and financial due diligence findings.
Skills : Basic Conversational Proficiency In Spanish, Capital IQ, Proficiency In Microsoft Excel, PowerPoint, Word, Access, And Outlook.
Description :
Completed quantitative modeling and analyses during advanced due diligence on ten Primary, five Secondary, and two Co-investment opportunities; executed successful closing on eight deals, representing over $200 million invested and committed.
Performed preliminary screening.
Primary deal flow including 70 appraisals of new funds.
Maintained investment roadmaps.
Primary funds; assist in portfolio construction.
Monitored investment performance of regularly transacted private equity funds and provided quarterly pricing estimates on portfolio NAV in order to provide potential sellers with proactive indications of interest.
Published notes on GP fundraising meetings, due diligence on-sites, and annual investor meetings.
Experience
5-7 Years
Level
Executive
Education
BS In Business And Economics
Private Equity Analyst Resume
Headline : Actively seeking a full-time position in the accounting/finance field where excellent analytical and technical skills can be utilized to improve the company's profitability.
Skills : Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Bloomberg, VBA, Factset, Capital IQ, ThomsonOne, Preqin, Pitchbook.
Description :
Collaborated with the senior analyst to complete valuation procedures for 7 potential investment companies and provide negative recommendations.
Sourced and qualified investment opportunities across the technology sector within the lower middle market.
Performed investment due diligence and analysis.
Created investor presentations and firm marketing materials.
Managed internal operations while interacting directly with Managing Directors.
Contacted and built relationships with investment bankers that worked in companies worth over 50MM in assets.
Presented on new leads worth over 3MM.
Experience
5-7 Years
Level
Executive
Education
B.S. In Business Administration
Private Equity Analyst Resume
Headline : Private Equity Analyst is responsible for conducting financial analysis and reporting on companies in exchange for equity. The analyst conducts research and prepares written reports, including company financial reports, balance sheet, cash flow statement, income statement, and cash flow.
Skills : Financial Modelling, Excel Vlookups / Pivot Table, Business Development, Industry Research, Competitor Stack-up, Due Diligence, Real Estate, Benchmarking.
Description :
Privated equity fund focused on opportunities in the consumer, education, healthcare, and business services sectors.
Sole analyst in a team of 8.
Secured exclusivity by pre-empting process; swift close led to subsequent proprietary deals from GP.
Evaluated relevance of transaction comps, developed upside and downside sensitivities, assessed portfolio fit within the broader infrastructure portfolio, and determining optimal client allocations $40 million co-investment in one of the largest fixed annuity/asset management platforms.
Assessed portfolio credit/liquidity risk and interest rate sensitivity.
Monitored performance, exposure, and general trends across a $5 billion private equity portfolio.
Composed market (ie. high-yield, European macro, etc.) and sector-specific market commentary on an ongoing basis.
Experience
5-7 Years
Level
Executive
Education
B.S. in Business Administration
Private Equity Analyst Resume
Headline : Private Equity Analyst is responsible for research and analysis of private equity funds in the US and Canada. They also analyze the performance of investment vehicles, such as venture capital funds, private equity funds, and hedge funds.
Skills : Due Diligence, Real Estate, Benchmarking, Business Operation, Valuation, Consulting.
Description :
Executed equity investment in $500 million buyouts of educational supply distributors targeting the early childhood market.
Built and sensitized product-level revenue model as part of LBO analysis.
Demonstrated self-sufficiency and was extremely well-organized.
Excel modeling in order to determine future investment opportunities.
Investor correspondence on a quarterly and annual basis Monthly lender.
Worked on a number of startup portfolio companies in the healthcare and healthcare IT space, agitating data from various sources, financial data.
Received and prioritized account transfer documentation.
Experience
5-7 Years
Level
Executive
Education
B.S. in Business Administration
Private Equity Analyst Resume
Headline : Private Equity Analyst is responsible for analyzing, researching and evaluating private equity opportunities. This includes identifying and assessing companies and industries, estimating their valuation, identifying the key drivers of growth, and determining the appropriate investment thesis.
Skills : Industry Research, Competitor Stack-up.
Description :
Prepared weekly marketing & advertising tools.
Performed effective follow-up contact points.
Assisted in all elements of deal dynamics including pitching, diligence, execution, and asset management of new and existing investments.
Distressed acquisition of Merit Service Solutions - platform acquisition (Closed).
Built dynamic options pricing model to price RSUs and others.
Acquisition of multinational packaging company - add-on acquisition (Pending).
Built granular monthly financial acquisition model used to determine.
Experience
5-7 Years
Level
Executive
Education
B.S. in Business Administration
Private Equity Analyst Resume
Headline : Private Equity Analyst is responsible for analyzing and evaluating investment opportunities in the financial services industry. This includes identifying and identifying equity, debt and other investments for a company, as well as providing advice on the positioning of the company to both existing and new investors.
Built fast track models to determine quantifiable opportunities for value capture.
Results and analysis were used in order to facilitate the purchase.
Built bank models used to determine ROI metrics on potential acquisitions.
Developed earnings projections and forecasted impact on investor committed.
Designed customized scoring system to rank over 250 NAICS industries for search fund with pledge funding in excess of $50 million.
Reviewed offering memorandums and abridged analysis of investment opportunities with $5-50 million in revenues.
Researched potential service.
Experience
5-7 Years
Level
Executive
Education
B.S. in Business Administration
Private Equity Analyst Resume
Headline : Private equity analyst is responsible for identifying, analyzing, and recommending investments in private equity firms. The analyst may also conduct due diligence on potential companies that meet the criteria set forth by the private equity firm and its investors.
Skills : Planning Skills, Analyst.
Description :
Reviewed potential investment and equity co-investments for companies.
Conducted industry research in retail and media segments and assessed acquisition candidates.
Conducted Economic Research and Comparable Analysis.
Identified the key success factors.
Analyzed the optimal capital structure of the project and produced initial budgeting in conjunction with other Private Equity investments.
Directly assisted coaching of senior-level executives through the acquisition process for a $500 million public company in the assisted living industry.
Constructed and reviewed business strategy deal teasers for presentation to private equity firms.
Experience
5-7 Years
Level
Executive
Education
B.S. in Business Administration
Private Equity Analyst Resume
Headline : Private Equity Delivery Analyst will deliver a range of valuation services specifically to the alternative investment community including private equity and hedge funds, banks, institutional investors and fund administrators, in connection with provision of post-trade valuations for their alternative investment positions.
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