Private Equity Job Description
Private equity
provides financial services expertise involving tax research and application of specialized industry knowledge and accounting principles.
Private Equity Duties & Responsibilities
To write an effective private equity job description, begin by listing detailed duties, responsibilities and expectations. We have included private equity job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide business focused options/solutions for technical accounting issues related to Business Combinations, Consolidation, SEC related issues, Impairment testing, Derivative hedge accounting
Interacting with internal fund accounting staff on an as-needed basis to provide tax accounting guidance
Maintain and manage Excel based reporting models (proficiency with functions such as vlookup, sumif and sumproduct is helpful)
Lead accounting due diligence process for acquisitions
The ideal candidate for this position has strong analytical skills in finance, currently serving in a role that includes principal investing, investment banking, quality of earnings assessments, leveraged finance, accounting or consulting
Facilitate client workshops focused on documenting business process and requirements
Prepare trade entries ensuring clerical accuracy and appropriate support documentation
Liaise with fund administrators
Prepare liquidity analyses
Assist in the completion of year end audits
Private Equity Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Private Equity
List any licenses or certifications required by the position: CPA, CFA, AWS, ACCA, IFRS, CEBS, SHPR, PHR, CPP, MBA
Education for Private Equity
Typically a job would require a certain level of education.
Employers hiring for the private equity job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Business, Economics, Education, Accountancy, MBA, Engineering, Graduate, Military
Skills for Private Equity
Desired skills for private equity include:
With an emphasis on investment partnerships
US Generally Accepted Accounting Principles and other comprehensive basis of accounting
Bloomberg
Financial reporting and financial products
US Generally Accepted Accounting Principles
Accounting
Partnership accounting
Excel
Investment Services industry in Europe
Advent Geneva system
Desired experience for private equity includes:
Experience with Private Equity Funds required
Extensive knowledge of Alternative Investments including Hedge Funds, Fund of Hedge Funds and Real Estate products
Demonstrated ability drafting and reviewing product documents
Experienced with coordinating travel arrangements
A first class academic background from a top tier university
Minimum 2 years relevant industry experience in private equity, accountancy, banking, asset management or similar
Private Equity Examples
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Private Equity Job Description
Job Description Example
Our company is growing rapidly and is looking for a private equity. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for private equity
- Ensure accurate and timely delivery of Reporting, keeping in mind accuracy and appropriateness of accounting for performance and exposure analysis
- Performs Accounting functions including control and updating the general ledger, appropriate review and reconciliations
- Lead the private equity group’s marketing efforts, including creating investment and market commentaries and marketing content
- Manage communications and the overall private equity experience for clients, prospective clients and those within the firm
- Manage the private equity group’s investor relations activities with all of the group’s and the firm’s constituents, internal and external
- Help with fundraising and business development
- Build strong working relationships with the firm’s key investment thinkers and strategic client advisors to help them communicate effectively about the private equity group’s activities
- Highlight and communicate fund and asset-specific issues and opportunities
- Track and analyze indices and market trends
- Continually improve financial models, processes and procedures to increase efficiency and quality
Qualifications for private equity
- Actively build a professional network and affiliate network in the Los Angeles, San Francisco and other West Coast Private Equity communities
- Bachelor’s degree in related discipline (e.g., Operations Management, Supply Chain Management, Management Information Systems, Information Technology)
- 5 to 8 years of financial services industry experience including 1 to 2 years supervisory experience
- PE or real estate experience
- Prior knowledge of Investran
- Law degree is a plus
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Private Equity Job Description
Job Description Example
Our innovative and growing company is looking for a private equity. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for private equity
- Market the Firm's equity views and best investment ideas to a our internal sales force global client base
- Assisting with quarterly valuations of Private Equity investments
- Serve as the point person on capital market transactions and related SEC filings, 3-05, 3-09, 3-14, pro formas, carve outs
- Preparing tax workpapers
- Meeting client deliverable due dates
- Developing and implementing solutions to partnership tax allocation issues within the framework of our proprietary software
- Assisting in the maintenance and testing of our software, workpapers & procedures by analyzing changes in tax and industry requirements and suggests improvements
- Performing research of relevant tax laws, regulations and rulings to determine the proper tax treatment of issues
- Collaborate with a team servicing clients
- Act as a liaison between the firm and its clients
Qualifications for private equity
- Third degree
- Supervisign experience
- Qualified candidates will have three to five years of marketing experience and a deep understanding of private equity
- Exceptional writing and editing abilities mandatory
- Strong presentation presence and skill
- Prior administrative or related experience at executive level is essential
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Private Equity Job Description
Job Description Example
Our growing company is hiring for a private equity. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for private equity
- Handle all travel arrangements both domestic and international
- Successfully coordinate meetings and conference calls involving multiple parties across multiple time zones
- Conduct light company and industry research
- Manage and organize ad-hoc projects including event planning
- Handle light personal assistant work
- Provide phone coverage to those supported and others as needed
- Offer backup coverage for other members of the Administrative Team as needed
- Complete a broad variety of administrative tasks
- Effective communication with client, investors and other associated
- Critical background knowledge of
Qualifications for private equity
- College degree mandatory
- Minimum of 5 years work experience in either a Private Equity, Investment Banking or Buy-Side environment
- Solid exposure to TMT related transactions
- Native/Fluent Mandarin is a must, Fluent English essential
- 7+ years of public or private Private Equity experience
- Experience with Distressed dEBT
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Private Equity Job Description
Job Description Example
Our company is growing rapidly and is hiring for a private equity. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for private equity
- Reviewing investment and positions reconciliation
- Reviewing daily journal entries to ensure fund cash flow is accurate
- Preparing and reviewing investor capital call/distribution notices
- Preparing and reviewing investor funded and unfunded commitments
- Preparing and reviewing accuracy of distribution calculation and waterfall models
- Preparing and reviewing IRR and performance reporting models
- Analyzing Profit & Loss on a macro and micro levels
- Assisting in compliance with relevant regulatory requirements
- Special projects, including assisting with deal structuring, as assigned
- Ensure monthly close process is in compliance with deadlines and internal controls
Qualifications for private equity
- Demonstrable track record of originating and executing private equity deals, portfolio management and exit
- Excellent network within both the China technology sector and cornerstone investors
- Demonstrable ability to multitask $
- The ideal candidate will hold a Bachelor Degree in a relevant Discipline
- Basic Functional / Industry Knowledge is preferred but not essential
- The ideal candidate will have reached ‘A’ Levels or
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Private Equity Job Description
Job Description Example
Our company is growing rapidly and is hiring for a private equity. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for private equity
- Review investor allocations
- Review capital call and distribution calculations and notices
- Review incentive allocation and waterfall analysis
- Review financial statements according to GAAP for multiple funds
- Review trade entries ensuring clerical accuracy and appropriate support documentation
- Review daily Profit & Loss report and associated reconciliations
- Ensure work is done in compliance with all financial policies and processes
- Develop/Coordinate/deliver a functional training programme within assigned geographic location
- Liaise with both managers and participants to outline programme requirements
- Design, develop and maintain a training curriculum for the Private Equity (PE) function which can be implemented and delivered regardless of geographic location
Qualifications for private equity
- The ideal candidate will be qualified
- The ideal candidate will be qualified to “A” Levels
- Or equivalent and have exposure to working in an office environment
- Knowledge of regulatory issues, book-keeping and
- Lead global projects within the GFS PE Training group
- Experience in use of Investran is a distinct advantage OR