Jobs · Finance · Florida

Private Equity Analyst

Boutique Recruiting · Jacksonville Beach, FL · 2 wk ago
Finance$70k–$95k/yrFull-time
Position Title: Private Equity Analyst Build your private equity career from the inside, working directly alongside experienced investment professionals and gaining hands-on exposure to deals, portfolio companies, and the systems that drive investment decisions. A growing private equity firm is seeking a Private Equity Analyst to support financial analysis, deal flow, portfolio due diligence, and internal operations. This role will work across financial modeling, CRM and investor data management, acquisition activity, AI-driven initiatives, and process improvement while helping the firm scale its investment platform. The ideal candidate is sharp, analytical, and highly self-motivated with a strong foundation in financial modeling, excellent Excel skills, and the initiative to operate successfully in a small, entrepreneurial environment. Salary Range: $70,000 - $95,000 / Year, DOE Responsibilities Build and maintain financial models to support investment analysis, acquisitions and portfolio decision-makingAssist with portfolio company due diligence and evaluate potential investment and add-on acquisition opportunitiesTrack deal flow, investor information, and investment activity within the firm’s CRMSupport acquisition initiatives across existing portfolio companies and future investmentsHelp organize and improve internal systems, processes, investor lists and data trackingLeverage AI tools to improve research, analysis, workflow efficiency, and internal processesSupport relationships and information flow involving investment bankers, deal brokers, and other transaction partnersPrepare financial analysis, presentations and investment-related materials using Excel and PowerPoint Requirements Bachelor’s degree required, preferably in Finance, Accounting, Economics, Business or a related discipline1–5 years of relevant professional experience in financial analysis, financial modeling, investment banking, corporate finance, or a related fieldHands-on financial modeling or analytical experience with a strong understanding of financial conceptsAdvanced proficiency in Microsoft Excel and strong PowerPoint skillsExperience using AI tools in a professional or analytical capacityStrong financial acumen with the ability to learn new investment concepts quicklySelf-starter mentality with excellent organization, attention to detail, and problem-solving skillsStrong communication skills and the ability to thrive in a small, highly collaborative environment Preferred Qualifications Exposure to private equity, investment banking, M&A, corporate development, or transaction-related workExperience with Power BI or other business intelligence and data visualization toolsFamiliarity with CRM platforms and deal-flow tracking systemsExperience supporting due diligence, valuation, acquisitions, or portfolio analysis Benefits Negotiable PTOPotential healthcare stipend or additional compensation in place of traditional healthcare coverageFlexible work arrangements may become available over timeDirect mentorship and hands-on learning from experienced investment professionals If you are financially sharp, analytically driven, and ready to build meaningful private equity experience through hands-on deal and portfolio work, apply today.

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