The main job role of a Private Equity Intern is to support the analyst or associate and handle the same general tasks such as building financial models, monitoring portfolio companies, and cold calling and cold emailing to source new deals. Other internship duties are listed on the Private Equity Intern Resume as – assisting in the reporting and operations of existing portfolio companies, developing presentation materials for the firm and portfolio companies, assisting in due diligence for potential new investments, including market research, and financial modeling and valuation, working with deal teams to evaluate potential investment opportunities, supporting cross-departmental strategic initiatives and capital raising, and analyzing operational forecasts and budgets for active and potential investments.
While hiring interns, equity firms normally look for the following skills – good interpersonal and analytical skills, detail-oriented, and multitasking approach, commercial and entrepreneurial drive and energetic work ethic, excellent research skills, and experience in private equity, investment banking, and management consulting. Those studying in the penultimate or last year of a bachelor’s program with a focus on economics or finance or business are considered for the internship.
Headline : Produce daily pitches in the corporate and municipal bond arena for institutional clients. Prepare pitch decks to clients, provided sales coverage for portfolio managers in 25 institutional and retail accounts, maintaining trading support, and trade flow with research analysts. Assist in management of information in the FEGs internal manager database
Assist in authoring various monthly and quarterly summaries and overview report. Participating in investment manager meetings in conjunction with members of the research team and contribute to the analysis of managers.
Skills : Microsoft Excel - LBO Modeling, Stata Software, Salesforce - Navatar Private Equity.
Description :
Operated in both the Healthcare and Manufacturing fields to source M&A deals, research earnings, leadership, and locations.
Researched and organized company databases of potential add-on acquisition targets.
Conducted outreach to potential acquisition targets and followed up with targets.
Personally sourced eight prospective add-on and platform acquisitions.
Worked extensively with Boyne's existing portfolio company's senior management for acquisition strategy.
Doubled the firm's identification and outreach to prospective acquisition targets as part of a tactical industry classification campaign.
Researched industry reports, trade acquisitions, public company filings, press releases, and news articles.
Experience
5-7 Years
Level
Executive
Education
Master Of Business Administration
Private Equity Intern Resume
Objective : To obtain an entry level Private Equity Intern position in finance, applying my prior knowledge and tremendous work ethic to enhance the organization. Attending weekly research meetings and support the management of the meeting. Attending and aiding in coordination of asset and risk allocation meetings and asset class team meetings. Producing ongoing research reporting. Attending investment manager meetings in conjunction with members of the sector team and write summary notes and analysis of meetings.
Skills : Advanced With Excel And Access, Marketing.
Description :
Organized clients' personal financial information for proper filing and office upkeep to maintain organized records.
Reconciled clients' bank statements, credit card statements, and checkbook registries.
Oversaw the daily management of clients' personal financial obligations.
Aided clients' in organizing and maintaining desired financial budgets to help achieve clients' long term goals.
Handled company's bookkeeping and filing to make sure company kept up with current regulations.
Located and evaluated niche markets.
Determined their market share, market cap, strengths, and weaknesses.
Experience
2-5 Years
Level
Executive
Education
BS In Accounting
Private Equity Intern Resume
Headline : Emmy began to pursue her career path in the music industry at the young age of 16, when she began volunteering for local event production companies in exchange for concert tickets. Since the initial spark of her career, she has progressed on her pathway to success working for big name companies such as Captiol Records, and AEG Live.
Skills : Microsoft Office, Social Media, Indesign.
Description :
Presented comprehensive pitchbooks for prospective acquisitions through extensive market and industry research.
Focused on lower-middle market companies in service-related industries.
Compiled and maintained a pipeline of potential investments, and managed outreach and communications with business owners.
Created presentations for potential investments.
Aided in an LBO Model used to value a small-cap company.
Assisted an investment associate in creating financial models by creating income statements, balance sheets, and statements of cash flow.
Analyzed and researched current portfolio companies in which we had invested-involving deals for Lanx and EndoGastric Solutions.
Experience
5-7 Years
Level
Executive
Education
BS In Accounting
Private Equity Intern Resume
Objective : Highly qualified Private Equity Intern with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself. Assist investment team with active management of Security Benefits investment portfolio which includes trading, pricing, audit/finance/investment operation requests, legal documentation, and regulatory matters.
Skills : Excel, Capital IQ, FactSet, Powerpoint, Financial Modeling, Valuation.
Description :
Valued and classified companies through innovative means.
Presented oral or written reports on general economic trends, individual corporations, and entire industries via Porters Five Force Analysis.
Identified Investment Bankers and Business Brokers of closed transactions by researching industry specific M&A transactions and valuations.
Created and manipulated financial models for a number of companies under LOI as part of due diligence.
Determined the client's pricing strategy to ensure its ability to capture substantial market share, satisfy demand, and measure potential.
Sourced companies in strategic industries and screened them against the fund's investment criteria.
Conducted industry research to understand.
Experience
2-5 Years
Level
Junior
Education
B.A. In Economics
Private Equity Intern Resume
Objective : Seeking a Management Trainee position to learn from firsthand experience the working of the advertising world and eventually, to pursue a career in advertising in the account planning discipline. Assisting investment team in originating investments suitable to Security Benefits risk and return objectives.
Skills : Advanced computers including Microsoft Windows, Operating Skills.
Description :
Identified and evaluated potential acquisition targets in Olympic Holdings priority industries.
Assembled targets into a well-structured proprietary database using contact information, relationships, financial history, and other metrics.
Planned and executed outreach efforts to targeted companies.
Took a lead role in the evaluation of investments, working with deal intermediaries and directly with company management to locate and qualify good .
Created multiple financial models to evaluate companies with EBITDA between $5 and $50 million Wrote investment memos for private equity deals .
Advised on 3 separate transactions with a cumulative deal value of over $25M Created standalone operating models and assisted with LBO models by.
Assisted in authoring and editing portions of research publications.
Experience
2-5 Years
Level
Executive
Education
BBA In Finance
Private Equity Intern Resume
Objective : Private Equity Intern is Conducting financial analysis and overall due diligence on existing and new potential investments to understand business performance, operating trends, operating and financial forecasts, industry dynamics and assessing the overall risk of an investment. This includes preparing financial models, investment memoranda, and other necessary business analyses.
Skills : Planning, Business Analysis.
Description :
Supported the public equity team through research and analysis of existing investments as well as involvement in the identification and selection of prospective investments.
Gathered, analyzed, and evaluated information about companies using in-depth primary research obtained through company filings, quarterly earnings calls, management meetings, and investor presentations.
Assessed a company’s industry position, competitive differentiation, management team, and key risk considerations, leading to a recommendation for potential inclusion in State Farm’s equity portfolios.
Assisted in the screening and due diligence of private equity general partners to support the continued growth of the program.
Prepared annual review presentations and gain exposure to private equity general partners as well as other industry contacts.
Prepared written analysis and present findings for debate and discussion.
Collaborated with colleagues across investment asset classes to share information, expertise, and ideas.
Experience
2-5 Years
Level
Executive
Education
MS
Private Equity Intern Resume
Objective : Private Equity Intern is Assisting underwriting and investment team with due diligence evaluating private investment opportunities, including senior debt, mezzanine, and equity investments as well as primary and secondary fund investments. Conducting research and analysis on industries and geographies. Preparing financial models, management reviews, industry overviews, expected return scenarios, and present findings to senior management.
Skills : Management Skills, Financial Skills.
Description :
Performed weekly rental comparable data scrapes and property concessions research.
Conducted market and submarket research, including gathering MSA- and submarket-level data on employment, supply pipelines, sales comparable, etc.
Completed ad-hoc research projects as assigned.
Supported the Acquisitions team by researching rent comps and building basic data models.
Supported the ESG team by collecting and reporting data related to our proprietary Green Cities Index.
Assisted in executing Private Equity accounting, financial reporting, and management reporting functions.
Collaborated with portfolio administration, custodial, and portfolio analytics vendors.
Experience
2-5 Years
Level
Executive
Education
MS
Private Equity Intern Resume
Objective : Private Equity Intern is Presenting investment recommendations to senior leaders and experienced investment professionals through written reports and oral presentations analyzing assigned companies management and business strategies, financial statements, and competitive positions within respective industries. & Assisting with marketing, investor presentations, and investment committee memos. Assisting with innovative technology solutions to support the company's growth strategy.
Skills : Equality Intern, Presentational Skills.
Description :
Assisted in assembly and validation of comparative investment performance reporting.
Assisted in executing on ad-hoc requests as necessary.
Assisted in advancing back-log items for PE Fund Ops Team.
Worked knowledge of Microsoft Office Suite
Diverged and inspired colleagues and approachable leaders.
Stimulated work in a fast-paced, intellectually challenging environment.
Performed operational due diligence for prospective private equity investments, including completing research, conducting meeting, and documenting conclusions.
Experience
2-5 Years
Level
Executive
Education
MS
Private Equity Intern Resume
Objective : Private Equity Intern is Performing fundamental research and analysis of publicly traded companies and industries within State Farms $70 billion corporate bond portfolio. Gaining understanding of State Farms corporate bond trading function, which is responsible for executing approximately $9 billion in transactions annually. Researching and actively participating in discussions/activities related to responsibilities of State Farms $50 billion Liquidity & Structured Investments portfolio.
Skills : Portfolio, Investment Assistant.
Description :
Prepared consolidation analyses for prospective alternative investments within W&SFG, Opportunities III-B, and Fund IX-B portfolios.
Attended at least one annual meeting, documenting key discussions and notes in Dynamo.
Developed Excel models and other ad hoc analysis to analyze current investment performance for the portfolio of private equity investments for FWCP and W&SFG.
Participated in pre-conversion planning activities.
Conducted pre-conversion documentation management, including validation of data in Dynamo and Burgiss for completeness.
Participated in creation of data room for prospective limited partners.
Assisted LP Relations with pre-close preparation.
Experience
2-5 Years
Level
Executive
Education
MS
Private Equity Intern Resume
Objective : Private Equity Intern is Build expertise in the subject matter (M&A, Private Equity, Venture Capital, etc.) and understanding Pitchbook user needs. Gathering requirements and create detailed functional specifications to deliver strong business value. Prioritizing, tracking, coordinating and communicating on projects, issues and tasks with internal stakeholders. Working closely with user research, design, and engineering to execute and deliver on project goals.
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