Private Equity Associate Resume
Summary : As a Private Equity Associate, performed quantitative analysis, including LBO, fund, and transaction modeling, conducted market and company research, participated in due diligence calls with sellers and GPs, and also assisted in all aspects of the transaction, including deal selection, pricing analysis, negotiation, and execution.
Skills : Data Analysis, Modeling.
Description :
- Assisted in all transaction documentation and presentations to the investment committee, and conducted secondary market research.
- Developed and maintained proprietary deal and market intelligence, and performed deal monitoring analysis.
- Participated in the identification of deal-sourcing targets, and conducted market and industry research, while qualifying investment opportunities and providing weekly updates.
- Created and maintained a deal flow database by identifying potential targets and preparing company-specific due diligence reports and analyses.
- Prepared investment memos, term sheets, and letters of intent presented investment opportunities/findings, and constructed detailed financial models and returns analyses.
- Coordinated the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management).
- Monitored performance and risk profile of existing portfolio investments, supported fundraising efforts by building investor relationships, and responding to investor questions and other ad-hoc requests (dependent on active deal opportunities).
Experience
10+ Years
Level
Senior
Education
Bachelor's Degree In Finance
Private Equity Associate Resume
Summary : As a Private Equity Associate, supported the investments team in sourcing new opportunities, reviewed investment opportunities and prepared memos for the Investment Committee, performed financial analyses and built detailed financial and operating models, and managed and coordinated the pipeline of deal opportunities.
Skills : Visualization, Financial Analysis.
Description :
- Provided other critical diligence materials including informative analytics (quantitative and qualitative) and background research.
- Worked with portfolio company management teams and Boards of Directors on various initiatives to drive value and earnings growth.
- Assisted in the negotiation of transaction-related documents, and supported a collegial and non-hierarchical senior team.
- Represented middle-market private equity funds and their portfolio companies, with a focus on mergers and acquisitions.
- Worked with partners on a broad range of matters for a variety of clients, and worked with a Chambers-rated and growing practice across industries.
- Analyzed Private Equity-owned businesses through their financials & public newsflow.
- Identified and conducted 1-1 interviews with industry specialists to draw sector/industry and company knowledge, developed a company TearSheet from interviews.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree In Business
Private Equity Associate Resume
Headline : As a Private Equity Associate, responsible for advertising specialists knowledge and condensing industry information into a digestible and interactive Value Chain Map, leading and participating in customer feedback sessions, supporting the Sales and Account Management team through product demonstrations, evolving the product through collaboration with our Forum, Connections, and Maps teams.
Skills : Due Diligence, Deal Structuring.
Description :
- Conducted extensive financial modeling, including sensitivity analysis, to support potential investment opportunities.
- Provided initial investment review and screening of prospective investment opportunities for the firm as well as tracking of the firm’s investment pipeline.
- Provided ongoing monitoring of assets with the firm’s portfolios including review of monthly operating results and maintaining project pro forma.
- Established and maintained relationships with industry, trade, and professional organizations to enhance the visibility of the firm and its portfolio companies in the marketplace.
- Assisted senior management in drafting initial investment committee reports, assisted in the preparation of company valuations and financial models.
- Created and maintained industry-specific business development presentations, conducted industry and company-specific research.
- Reviewed our Forum & Maps content library to draw unique industry and company insights.
Experience
5-7 Years
Level
Executive
Education
Bachelor's Degree In Business
Junior Private Equity Associate Resume
Objective : As a Junior Private Equity Associate, Supported the investment team in evaluating potential investment opportunities, executing transactions, and managing portfolio companies, worked closely with senior members of the team to conduct due diligence, financial modeling, and market analysis to support investment decisions, and also monitored and tracked the performance of portfolio companies and assisting with value creation initiatives.
Skills : Market Research, Investment Screening.
Description :
- Conducted due diligence on potential investment opportunities, including financial modeling and market analysis.
- Assisted with the preparation of investment memos and presentations for the investment committee, monitored and tracked the performance of portfolio companies, including financial performance and operational metrics.
- Worked with portfolio company management teams to identify and execute value-creation initiatives.
- Conducted industry research and maintained a strong understanding of market trends and dynamics.
- Collaborated with the investment team to identify new investment opportunities and support the sourcing process.
- Built and maintained relationships with entrepreneurs, investors, and other industry stakeholders, and participated in industry events and conferences to stay abreast of industry developments.
- Experienced in investment banking, private equity, management consulting, or a related field, with a strong understanding of finance and accounting.
Experience
2-5 Years
Level
Junior
Education
Bachelor's Degree In Economics
Senior Private Equity Associate Resume
Summary : As a Senior Private Equity Associate, supported and encouraged methods for driving innovation and change across the sector GTM strategy, maintained up-to-date knowledge on Global Private Equity issues, trends, and long-term implications for EY brand in the sector and its Go To Market approach in particular, delivered on EY and BMC strategic priorities, aligned EYs business priorities to Global Private Equity agenda, brand, and revenue goals, achieved the desired results.
Skills : Communication, Project Management.
Description :
- Asserted own ideas and persuaded others, gained support and commitment from others, mobilized people to take action, used creative approaches to motivate others to meet the sector’s strategic goals, and engaged with leaders effectively to gain sponsorship for activities.
- Understood EY’s business, and effectively navigated EY’s and BMC’s matrix organization to access, inform, and engage the right people at the right time
- Prepared investment memoranda for the Firm’s Investment Committee, and prepared and reviewed consolidated financials for various funds having several SPVs for holding offshore investments.
- Understood and utilized RSM’s Audit Methodology, and served privately-owned companies by performing financial statement audits and post-transaction advisory services.
- Coordinated with the Manager, Senior Manager, or Partner on all phases of the engagement and on technical accounting consultations with clients.
- Exercised independent, critical thinking skills with consideration of risk when determining engagement procedures and financial statement presentation.
- Worked with private equity investors and the management of their portfolio companies on business combinations, including closing net working capital negotiations, purchase price allocations, and fair value assessments.
Experience
10+ Years
Level
Senior
Education
Bachelor's Degree In Economics
Associate Private Equity Associate Resume
Objective : As an Associate Private Equity Associate managed and monitored current portfolio investments and prepared portfolio progress reports, developed and maintained relationships with private equity fund general partners and market intermediaries, assisted with overall management of the portfolio, and assisted with deal execution, including drafting and negotiating of deal documentation.
Skills : Legal, Regulatory Knowledge.
Description :
- Supported asset management of fund investments, including developing and executing business plans and involvement at the Board level.
- Experienced modeling complex transactions and investment structures, and managed key third-party relationships, including law firms, auditors, consultants, and financing providers.
- Performed screening, due diligence, selection, and monitoring of private equity investments, including partnerships, co-investments, and secondaries.
- Participated in managing Thrivent’s private equity relationships and sourcing new investment opportunities Or looking to undertake an accounting qualification.
- Collated detailed, up-to-date information about the Turkish economy and financial markets created financial models, and performed valuation models for existing and prospective investments.
- Participated in negotiations and closing of transactions, and analyzed industry and competitive landscape.
- Sourced new investment opportunities, analyzed industry and competitive landscape, monitored portfolio investments, and conducted financial analysis and modeling.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree In Finance
Private Equity Associate Resume
Summary : As a Private Equity Associate, analyzed financial data and developments in financial markets important to the business at Blackstone, with a key focus on Asia and especially Korean markets, acted as point person for Korean transactions in addition to regional Asia transactions: and worked with senior management and coordinated analyst responsibilities.
Skills : Collaboration, Supervisory.
Description :
- Conducted research of targeted industries for investment purposes, and performed valuation analyses of prospective investment opportunities under consideration, including the assessment of financial risks.
- Compared a company's financial data with other companies of the same industry, size, and location to forecast industry trends.
- Designed and developed quantitative models to assess the economic performance of targeted companies in Korean and Asia markets.
- Prepared written analyses and evaluations of investment opportunities for use by Blackstone management and review by clients.
- Oversaw the execution of transactions, participated in both internal and external client meetings, negotiated contracts and other agreements, and due diligence sessions.
- Experienced in Principal Investing, Investment Banking, Restructuring, or other relevant areas, experienced in investment banking, consulting, accounting, or finance.
- Experienced in investment banking, management consulting, or related financial services, worked in real estate finance, acquisitions, or investment banking.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree In Economics
Private Equity Associate Resume
Headline : As a Private Equity Associate, responsible for performing due diligence calls and participating in due diligence meetings with general partners, assisting on specific projects to address investor-related requests, monitoring existing investments in the firm portfolios, and assisting in the preparation of client marketing materials, establishing the investment thesis and identification of value creation strategies and assist in developing ideas for transaction structure.
Skills : Documentation, Risk Management.
Description :
- Assisted in the organization and coordination of large working groups to complete the execution of a transaction.
- Worked in a flexible, dynamic, and team-oriented environment that fosters collaboration and personal development.
- Developed the financial model and valuation for an opportunity including analyzing the capital structures and potential stakeholder recoveries.
- Monitored and facilitated acquisitions and divestitures, as well as the corresponding service history report.
- Provided support to the lead PE team reviewing engagement letters for compliance with Independence and interacted with US Independence and engagement teams.
- Delivered and built corporate organization structures of Private Equity (PE) firms and their portfolio companies using various data sources.
- Performed Execution work in Private Equity Investment Transactions, and identified performance improvement opportunities.
Experience
5-7 Years
Level
Executive
Education
Bachelor's Degree In Economics
Private Equity Associate Resume
Objective : As a Private Equity Associate, identified and communicated accounting and auditing matters to Managers and Partners, ensured professional development through ongoing education, recognized and informed management of opportunities to increase the level and types of services to clients, created financial models, performed substantive testing and analytical-review procedures as well as documentation of internal control systems.
Skills : Portfolio Management, Credit Analysis.
Description :
- Assisted with the production of client presentations/documents (presentations and pitch books), and worked with the team on business, competitive, operational, financial, and industry due diligence throughout the investment process.
- Handled responsibilities of conducting qualitative and quantitative analysis to support the underwriting of potential investment opportunities.
- Performed the tasks of evaluating the performance of potential investments including the financial analysis of sponsors' funds of underlying portfolio companies.
- Prepared materials and an internal memorandum that supports the investment plans.
- Handled the tasks of evaluating the present market conditions as well as potential alternative investment categories.
- Performed responsibilities of generating information and analysis for the purpose of developing and supporting asset allocation decisions.
- Assisted senior-level associates in identifying attractive industry sectors as well as specific companies for investment, performed the tasks of reviewing industry journals, and attended trade shows.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree In Economics
Private Equity Associate Resume
Summary : As a Private Equity Associate, conducted cost analysis on financial programs and operations, determined financial status and analyzed forecast results, performed month-end client valuation for assigned funds, researched and assessed offshore and domestic fund options, and also resolved accounting errors on a timely basis with documentation.
Skills : Creativity, Exit Strategies, Capital Raising.
Description :
- Prepared profit and loss models, supporting fundraising activities for the fund as needed, conducted industry and company-specific research, and was proficient with writing.
- Performed initial review of business opportunities and discussed relevant factors with the firm’s senior managers.
- Provided analytical support on capital markets transactions, mergers and acquisitions, and other financial portfolio investments.
- Interacted with investors, private equity firms, venture capital firms, and senior bankers.
- Contributed and led elements of thematic, proactive efforts to identify investment opportunities in this sourcing-heavy environment.
- Assisted senior management in drafting initial investment committee reports and reporting to LPs.
- Assisted in the preparation of company valuations and financial models, and created and maintained industry-specific business development presentations.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree In Finance
