Private Equity Senior Analyst

Responsibilities

• Conduct due diligence and investment analysis to support evaluation of co-investments across multiple sectors and geographies.
• Evaluate the overall merits, risks, valuation, return profiles, and terms of Private Equity and Venture Capital transactions alongside investment partners.
• Communicate analysis of investment opportunities, results, and recommendations with the relevant team members and/or senior team via verbal and written reports and presentations.
• Consult or coordinate with team members, analysts, investment/accounting, legal counsel, custodian, and third-party advisors and consultants.
• Evaluate portfolio diversification by geography, sector type, and investment style.
• Aid in the development, monitoring, and reporting of diverse portfolio investments.
• Prepare reports related to performance, risk and other ad-hoc topics related to the PE portfolio.
• Develop and maintain professional relationships and contacts within the investment industry in order to conduct research and gain knowledge of appropriate investment opportunities.
• Utilize TRS portfolio management systems such as DealCloud and PowerBI.

Qualifications

• Bachelor’s degree from an accredited college or university in business administration, finance, accounting, engineering, math, sciences, information technology, liberal arts or a related area.
• One (1) to two (2) years of full-time professional PE investment experience or other relevant experience involving a high degree of skill in data analysis, financial modeling, and investment evaluation.

Skills

• Financial modeling and valuation analysis.
• Using a computer in a Windows environment with word processing, spreadsheet, presentation, database, and other business software.
• Data searches and evaluations of large amounts of information, performing complex statistical analysis of the data, and preparing concise and accurate reports and written/oral recommendations.
• Planning, organizing, and prioritizing work assignments to manage a high-volume workload in a fast-paced and changing environment.
• Verbal and written communication of complex information that is accurate, timely, and based on sound judgment.