Private Equity Associate Resume Samples
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Private Equity Associate Resume Samples
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FM
F MacGyver
Fernando
MacGyver
9932 Stroman Stream
Boston
MA
+1 (555) 234 4337
9932 Stroman Stream
Boston
MA
Phone
p
+1 (555) 234 4337
Experience
Experience
Los Angeles, CA
Private Equity Associate
Los Angeles, CA
Casper Inc
Los Angeles, CA
Private Equity Associate
- Perform due diligence calls and participate in due diligence meetings with general partners
- Overall project management for specific deals
- Assisting with the production of client presentations/documents (e.g. presentations and pitch books)
- Assist on specific projects to address investor-related requests
- Working with the team on business, competitive, operational, financial and industry due diligence throughout the investment process
- Monitor existing investments in the firms portfolios and assist in preparation of client marketing materials
- Portfolio management for existing investments
San Francisco, CA
Associate, Private Equity
San Francisco, CA
Lehner and Sons
San Francisco, CA
Associate, Private Equity
- Help establish the investment thesis and identification of value creation strategies and assist in developing ideas for transaction structure
- Assist in organization and co-ordination of large working groups to complete the execution of a transaction
- Work in a flexible, dynamic, and team-oriented environment that fosters collaboration and personal development
- Develop the financial model and valuation for an opportunity including analyzing the capital structures and potential stakeholder recoveries
- Monitor and facilitate acquisitions and divestures, as well as the corresponding service history report
- Provide support to the lead PE team and reviewing engagement letters for compliance with Independence and interact with US Independence and engagement teams
- Deliver and build corporate organization structures of Private Equity (PE) firms and their portfolio companies using various data sources
present
Phoenix, AZ
Private Equity Senior Associate
Phoenix, AZ
Schmitt Inc
present
Phoenix, AZ
Private Equity Senior Associate
present
- Perform Execution work in Private Equity Investment Transactions
- Identify performance improvement opportunities
- Identify and communicate accounting and auditing matters to Managers and Partners
- Ensure professional development through ongoing education
- Recognize and inform management of opportunities to increase level and types of services to clients
- Create financial models
- Perform substantive testing and analytical-review procedures as well as documentation of internal control systems
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
San Diego State University
Bachelor’s Degree in Accounting
Skills
Skills
- Financial Modeling skills with the ability to build and run business models for investments being evaluated
- Solid track record in Global Investment Bank , Strategic Consulting or PE Fund in Japan
- Solid track record in either Tier I Global Investment Bank or Tier I Strategic Consulting firm in Japan
- M&A Advisory experiences
- Teamwork — Capability to create and contribute to an environment of collaboration and mutual responsibility. Ability to work in small teams under intense pressure
- Analytical skills: superior analytical and problem solving skills; logical and highly structured thought process. Capability to deliver high quality work with minimal supervision and guidance within tight deadlines
- Native level fluency in written and spoken Japanese and Business level English
- Communication — superior written and oral communication skills. Capability to engage in discussions soliciting expertise, opinions and advice and able to drive discussions with potential partners, due diligence agencies, investment banks etc
- Proactive Approach: Shows drive, passion, works persistently through obstacles to create positive impact and value for the bank. Approaches situations with an entrepreneurial perspective
- Principled Behavior: High integrity, maintains confidentiality at all times. Fully complies with the code of conduct; acts responsibly protecting the reputation of the bank and mitigating controlling risks
15 Private Equity Associate resume templates
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1
IMD, Gsam, Aims, Private Equity, Associate Resume Examples & Samples
- At least 4-7 years of experience in Private Equity / Investment Banking / Consulting
- Highly motivated and enthusiastic individual
- Strong quantitative, valuation and/or business strategy knowledge
- Excellent writing, communication and presentation skills
- Very detail oriented and meticulous
- Interest in financial markets and investing
- Highly organized individual able to manage multiple tasks in a fast-paced environment
2
Private Equity Associate Resume Examples & Samples
- Financial Modeling skills with the ability to build and run business models for investments being evaluated
- Financial, Accounting and Valuation skills
- Analytical skills: superior analytical and problem solving skills; logical and highly structured thought process. Capability to deliver high quality work with minimal supervision and guidance within tight deadlines
- Communication — superior written and oral communication skills. Capability to engage in discussions soliciting expertise, opinions and advice and able to drive discussions with potential partners, due diligence agencies, investment banks etc
- Teamwork — Capability to create and contribute to an environment of collaboration and mutual responsibility. Ability to work in small teams under intense pressure
- Bachelor’s Degree from reputed schools with CFA. Appropriate superior experience will be a key consideration, if CFA has not yet been completed
3
Private Equity Associate Infrastructure Funds Resume Examples & Samples
- Support in the execution of M&A transactions – both new investments and bolt-on acquisitions for portfolio companies
- Support in the execution of financing transactions in the ongoing capital management of portfolio companies
- The team structure is non-hierarchical and all team members are equally expected to drive the execution of ideas, source transactions and lead negotiations
- Bachelor degree or higher from top tier university; finance/accounting or quantitative field preferred
- 1-3 years experience in investment banking or private equity
- Have English and Spanish language skills (verbal proficiency), ideally Portuguese too
- Highly numerate with good financial modelling skills
- A thorough understanding of financial accounting, corporate finance and business reporting
- M&A execution experience – candidates with a well-rounded exposure to buy-side M&A analysis, due diligence, transaction financing and analysis preferred
- Sound business judgment and an analytical, pragmatic and creative approach to problem solving
4
Private Equity Associate Infrastructure Funds Resume Examples & Samples
- Be identifying and executing acquisitions and divestitures – both new investments and bolt-on acquisitions for portfolio companies
- Be assisting portfolio company management in developing business plans and strategy
- Be executing financing transactions for both acquisitions and for ongoing capital management of portfolio companies
- Bachelor degree or higher from top tier university
- 2-3 years experience in investment banking or private equity
- Quantitative and analytical thinking with strong financial modelling skills
- M&A execution experience, and a well-rounded exposure to buy-side M&A analysis, due diligence, transaction financing and analysis preferred
5
Baird Capital Associate Private Equity Resume Examples & Samples
- Highly motivated, strong work ethic and leadership skills
- Ability to work on multiple projects simultaneously, work independently and in teams
- Excellent oral and written communication with the ability to present investment theses to partnership
- An accomplished track record of at least 1-3 years in a private equity, investment banking, consulting, corporate development, and/or relevant operational role(s)
- Strong academic background, leading G.P.A. from top-tier institution; competitive test scores
- Enterprise value of $25 to $125 million
- Less than $20 million of EBITDA (earnings before interest, taxes, depreciation and amortization)
- Leading position in a well-developed, stable or growing industry
- Proven products or processes with key competitive advantages
- Demonstrated track record of profitability
- Potential to grow revenue organically and/or through acquisition
6
Private Equity Associate Resume Examples & Samples
- Assume a lead role in the modeling and analysis of private equity transactions
- Analyze private equity companies and funds using leveraged buyout models, construct comparable company analyses and develop multiple projection scenarios through company and industry research
- Perform due diligence calls and participate in due diligence meetings with general partners
- Monitor existing investments in the firms portfolios and assist in preparation of client marketing materials
- Oversight of Analysts in conjunction with the responsibilities listed above
- A minimum of 4-7 years’ experience within the following segments of the financial industry: private equity, investment banking, capital markets or valuation services
7
Private Equity Practice Associate Resume Examples & Samples
- Work with Finance on reporting for account(s), and actively maintain sales pipelines in the Status Tracking and Reporting System (InterAction) database
- Create and manage a project start-up process (documentation, filing, status updates, etc.). This will require daily communications with Partners in the Private Equity Practice along with other stakeholders
- Provide insights and recommendations relevant to the marketing strategy for the Practice
- Maintain projects, and regularly review these against established milestones and targets. Follow up action items, by tracking progress against deadlines
- Maintain practice area databases
- Complete industry and competitive analysis
- Other analysis and data management
- Understand the firm's business, organizational structure and operations
- Excellent organizational skills and attention to details
- Ability to manage multiple tasks at once and meet deadlines
- Strong analytical skills, to grasp complexities and perceive relationships among problems and issues
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint)
- Knowledge of project management practices and tools
- A minimum of 2-4 years related job experience
8
Private Equity Associate Intern Secondary Team Resume Examples & Samples
- Assume a role in the modeling and analysis of private equity secondary transactions
- Prepare investment memoranda for the Firm’s Investment Committee
- Monitor existing investments in the firms secondary portfolios and assist in preparation of client marketing materials
- Oversight of secondary Analysts in conjunction with the responsibilities listed above
- MBA or MBA in progress with a minimum of 3 years’ experience within the following segments of the financial industry: private equity, investment banking, capital markets or valuation services
9
Associate, Private Equity Secondary Funds Resume Examples & Samples
- Strong business and people judgment skills, ability to assess both the qualitative and quantitative aspects of an investment
- Ability to work effectively within a collegial, team environment
- Excellent interpersonal skills and solid team player
- Proficient in designing presentations
- Ability to prioritize workload and shift attention among changing tasks
- Highly proficient in Word, Excel, PowerPoint and other software programs
- Detail oriented analytical mind set with potential to develop strong investment management skills
10
Immediate Need for Asset Management Private Equity Mid Level Associate Resume Examples & Samples
- 3 to 5 years experience
- Ideal candidate will have private equity fund formation experience, but Firm will consider any type of investment fund experience
- Candidate at a firm that doesn’t have a strong a practice in this area will be considered - this move would be a step up
11
Post-mba Private Equity Associate Resume Examples & Samples
- Superior academic and performance record
- MBA from a top-ranked business school
- At least two years of experience at a leading investment bank or management consulting firm and two years of direct private equity investing experience
- Strong analytical, valuation and communication skills
12
Associate Accountant, Private Equity Resume Examples & Samples
- Good understanding of Bookkeeping
- Experience in preparing accounts
- Experience in Funds/Private Equity (not essential)
- Intermediate Excel skills
- Excel - Macro skills (not essential)
- Effective Communication skills (Verbal & Written)
- Accounting Technician or First Stage/Part- Qualified
13
Private Equity AVP / Associate Resume Examples & Samples
- Clients- Creating and negotiating client SLA's, support operations to implement a standard BAU model and client solutioning
- Sales - create pitches to show case the product and establish pricing
- Business Analytics - involved in creating the product roadmap with the application owners within the RTB framework
- Product Management - involved in projects that will improve the product
- Operations- Support operations during periods of peak demands particularly with new launches
- Control - assist in developing a framework that is best in class. Assist in managing the SSAE 16 certification
- Business Reviews - periodic reviews within the GSS scorecard for document retention
- Innovation- Support and participate in product wide projects that will improve the product in the market place
- Ensure Client concerns and queries are addressed in a timely and efficient manner
- Assist senior management with ad hoc projects
- Reviewing first NAV and other related client output from AFS smart sourcing locations
- Reviewing fund set-up on Investran
- Creating service models for clients
- Investran and Sungard DX experience
- A degree qualification
- At least 5 years fund administration experience
- A detailed understanding of fund structures and the fund administration business
- A strong work ethic with the ability to work with tight deadlines
- Good interpersonal skills to develop working relationships with colleagues, clients, other divisions/
- Excellent organisational and communication skills
- A professional accounting qualification (desirable)
14
Private Equity Senior Associate Resume Examples & Samples
- Solid track record in Global Investment Bank , Strategic Consulting or PE Fund in Japan
- Junior Candidate with no more than 7 year working experience
- PE Fund experience
15
Private Equity Associate Resume Examples & Samples
- Deal-related industry research
- Maintenance of our proprietary database of acquisition targets
- Target due diligence
- Financial modeling and valuation
- Supporting term sheet / purchase agreement negotiation points
- Accounting, tax, and capital impact analysis
- Overall project management for specific deals
- Preparing investment committee memos and coordinating approvals
- Portfolio management for existing investments
- Partnership: Takes visible responsibility for establishing, preserving and growing deep strong relationships with clients/colleagues. Communicates effectively across all levels of the client's organization
- People leadership: Shows genuine interest in advancing people, gives credit, empowers and provides actionable feedback. Takes a strategic perspective to decisions and resource allocation
16
Private Equity Accounting Associate Manager Resume Examples & Samples
- Prepare/ review investment activity and other fund activity and ensure that they are properly reflected in Trial Balance/ General Ledger
- Prepare / review consolidated financials for various funds having several SPV’s for holding offshore investments
- Calculate management fees and IRRs
- Review partnership agreements to prepare waterfall calculations
- Prepare / review consolidation of entities for financial reporting
- Analyze book tax issues related to flow through income for various partnerships investing side by side including GP partnerships
- Supervise and train staff
- 4+ years of either public accounting or Private Equity accounting required
- Experience in the alternative investments industry necessary
17
Private Equity Associate Resume Examples & Samples
- Minimum three years’ experience in a various private equity deals
- JD from Top Law School
- Licensed in at least one jurisdiction
- Superior academic credentials
18
Private Equity Associate Resume Examples & Samples
- Evaluation of investment opportunities alongside investment team, including
- Minimum 3 years of experience in private equity, corporate finance, management consulting or Big 4 transaction services
- Experience working on projects for PE clients (either financial due diligence, commercial due diligence or advisory) preferred
- Strong skill sets in the following areas
19
Private Equity Valuation Associate Resume Examples & Samples
- 4+ years of relevant experience in the Financial Services industry
- Experience with Structured Products
- Experience in Mortgage-related Securities
- Previous experience with Fixed Income, Modeling, and Valuations
20
Private Equity Associate Resume Examples & Samples
- Managing new investment pipeline (reviewing teasers and offering memorandums, processing confidentiality agreements, creating weekly pipeline reports, etc.)
- Creating complex valuation and financial models
- Analyzing, synthesizing and deriving insights from disparate data sets
- Working with the team on business, competitive, operational, financial and industry due diligence throughout the investment process
- Executing new investments or sale transactions in coordination with senior professionals
21
CPV Private Equity Associate Resume Examples & Samples
- 2-3 years of experience as a financial analyst at a top-tier investment bank. Candidates with up to a year of additional experience at a top private equity firm are also encouraged to apply
- Excellent analytical and modeling capabilities
- Comfort in evaluating potential investments across industries and throughout the capital structure (debt, structured/hybrid securities, mature-stage private equity and growth equity investments)
- An outstanding attitude and work ethic
- Maturity to operate both independently and as part of a team
- A self-starter and proactive by nature
- Demonstrated good judgment and the highest standards of honesty and integrity
- A strong interest in direct private and concentrated public markets investing
- Flexibility to move quickly among projects; and
- The ability to conduct independent research and employ a creative approach to problem solving
22
Private Equity Associate Resume Examples & Samples
- At least 3 years of experience in corporate law, preferably experience working in private equity
- Experience at a Top Am Law firm is strongly preferred
- Top law school credentials (law school and grades will be considered)
- Admission to the DC bar or eligibility for admission via waiver
23
Associate Accountant, Private Equity Resume Examples & Samples
- Knowledge of some or all Accounting Standards, (Lux GAAP, IFRS)
- Excellent desktop, IT and systems skills. Experience of Investran advantageous. Knowledge of Microsoft Excel and Word essential
- Ability to work in a structured pattern, setting priorities and meeting deadlines
24
Private Equity Associate Resume Examples & Samples
- Develop valuation financial models and financial reporting tools
- Monitor investments by maintaining cash flow models, reviewing financial and operating reports and researching industry materials
- Support the process of raising project finance debt for the asset
- Support the monitoring of the project construction and operations
- BA or BS in Accounting/Finance, CPA or CFA preferred
- 2+ years of finance experience, private equity or investment banking preferred
- Strong understanding of investment products
25
Private Equity Senior Associate Resume Examples & Samples
- Develop an understanding of the client's business, and become a Private Equity/Hedge Fund industry specialist to understand client specific needs
- Understand and utilize RSM’s Audit Methodology
- Supervise Audit Associates on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment
- Identify and communicate accounting and auditing matters to Managers and Partners
- Identify performance improvement opportunities
- Recognize and inform management of opportunities to increase level and types of services to clients
- 2 years of current or recent experience in a public accounting environment
- CPA Certification or demonstrated progress towards obtaining CPA certification, including required coursework
- Demonstrated ability to in-charge an engagement
- Must be well-versed in valuation of portfolio companies i.e. level 3 investments
- Experience in valuation methodologies and waterfall calculations
- Understanding of partner capital allocations and computations
- Experience reviewing audited financial statements
- Understanding of management fee calculations
- Previous experience auditing Private Equity/Hedge Funds
- Perform substantive testing and analytical-review procedures as well as documentation of internal control systems
26
Senior Associate, Private Equity Resume Examples & Samples
- Understands how private equity markets work, and the universe of private equity firms, particularly in the U.S. buyout space
- Possesses knowledge of basic financial analysis and the valuation of private companies
- Strong business and people judgment skills with ability to assess both the qualitative and quantitative aspects of an investment
- Utilizes analytical approach with potential to develop strong investment management skills
- Excellent interpersonal skills, ability to work within a collegial, team environment
- Strong communication skills, both written and orally
- Must be comfortable in client interactions and working with internal partners
- Strong financial analysis and interpersonal skills
- Ability to prioritize workload and to work on a number of projects concurrently
- Highly proficient in Word, Excel and PowerPoint
27
Private Equity Group Asia, Associate Resume Examples & Samples
- Work closely with senior Private Equity professionals to identify and evaluate potential investment opportunities across Japan
- Assist in structuring and execution of complex investment transactions
- Collaborate with team to support the investment process from thesis definition to due diligence, negotiations, value-add and exit
- Interact extensively with the leading entrepreneurs and senior management of potential investee companies across Japan
- Work with investment professional colleagues in other countries of Asia to support their portfolio companies on M&As, business collaboration with Japanese enterprises
- A university degree in Finance, Business Administration or related disciplines with excellent academic results
- 1-5 years of hands-on experience in transactions or deals, ideally from Private Equity or Investment Banking
- Excellent communication skills in spoken and written English
- Capability to identify and capitalize on investment opportunities
- An analytical mindset with quantitative and research aptitude
- Native Level Japanese speaking, reading and writing ability
28
Private Equity, Senior Associate Resume Examples & Samples
- Part of a team of accountants who act as daily points of contact for a London based client
- Providing client service on a multitude of matters including: posting general ledger journals, reconciling cash and positions, recording and analyzing transactions, and preparation of work paper packages
- Assisting with external audits, Form PF filings and Management Company reporting requirements
- Assisting with the preparation and review of monthly, quarterly and annual financial statements and partner capital recording packages including all supporting work papers and disclosure documents
- Assisting with integrating new clients onto the TNR software package
- Interacting with clients at various levels and help maintain client relationship
- Interacting with internal departments at various levels across multiple locations and geographies
- Providing input to client service plans, calendars and timelines
- Part qualified accountant (ACA, ACCA, CIMA, CPA)
- Experience of fund administration or private equity preferred
- Exposure to US GAAP / UK GAAP and IFRS
- MS Excel knowledge
- Good client relationship management skills
- Willingness to travel, occasional travel may be required to other offices
29
Private Equity Marketing Associate Director Resume Examples & Samples
- Provide strong BMC leadership to the Global Private Equity Global Sector Leadership team
- Create a global brand, marketing and communications strategy that aligns with Global Private Equity Plan to Win global business plan and growth priorities
- Provide leadership guidance, information and support to Internal Communications and PR Managers to enable the successful deployment of programs in the market and into priority accounts
- Support and encourage methods for driving innovation and change across the sector’s GTM strategy
- Have budgetary and financial management responsibilities for all Global Private Equity marketing programs
- Take an organizational-level view of implications; manage competing forces and drive understanding, motivation and stakeholder value
- Collaborate with the network of Global Private Equity marketing and communications people within the regional FSO; create strong relationships that enable the successful co-creation, development and deployment of Global programs into regional markets
- Manage relationships with key stakeholders across the Global Private Equity leadership team, including service line, regional and account leaders
- Maintain up-to-date knowledge on Global Private Equity issues, trends and long-term implications for EY’s brand in the sector and its Go To Market approach in particular
- Play a leading role in creating best-in-class issue-based Global Private Equity programs and execution of cross-sector programs
- Demonstrate a deep understanding of Global Private Equity and Financial Services sector
- Deliver on EY and BMC strategic priorities; align EY’s business priorities to Global Private Equity agenda, brand and revenue goals; achieve the desired results
- Demonstrate strong leadership and consensus-building skills in a dynamic environment
- Motivate professionals across the private equity network to realize the BMC vision in sectors; enable innovative thinking and inspire innovative action in others; communicate the business case for change; leverage communications to inspire others
- Assert own ideas and persuade others; gain support and commitment from others; mobilize people to take action; use creative approaches to motivate others to meet the sector’s strategic goals; engage with leaders effectively to gain sponsorship for activities
- Advise stakeholders on marketing and communications concepts; work collaboratively and effectively with peer functions and stakeholders to deliver on EY and Global Private Equity BMC strategic priorities
- Develop appropriate project plans in alignment with BMC project management methodologies and professional standards; effectively partner with stakeholders to execute against project plans; be adaptable and proactive in addressing project challenges
- Be a point of integration; connect all facets of the business when initiating, developing and implementing marketing and communications projects
- Enable knowledge sharing throughout the Global Private Equity Sector; develop an ability to synthesize information from others; help the Sector address its big issues; serve as an organizational connector; address complex political issues directly yet diplomatically
- Gather client feedback to generate meaningful, actionable information that helps drive change and continuous improvements across the organization; complement the data-gathering and change process with a strong marketing plan that communicates the importance of customer satisfaction both internally and externally
- Proactively develop foundational, functional and leadership competencies in others; see learning and development as a critical input to delivering exceptional client service to BMC clients; seek to inspire others by holding self-accountable for continuous learning; leverage EY’s performance management and development process (PMDP) methods to effectively manage team member performance and development
- Understand EY’s business; effectively navigate EY’s and BMC’s matrix organization to access, inform and engage the right people at the right time
- Excellent written and verbal communication abilities
- Ability to influence and build collaborative relationships in the Sector and beyond
- Ability to challenge views and perspectives, influence and lead change at a leadership level
- Experience of navigating complex global organizations
- A self-starter with strong entrepreneurial skills
- Professional services experience preferred
- Good understanding of the business, market and regulatory issues facing the Financial Services sector
30
Associate, Private Debt & Equity Resume Examples & Samples
- Assists with primary due diligence and research
- Assists in the underwriting process including helping to formulate the investment thesis and the identification of key risks for new investment opportunities
- Assists in the preparation and completion of approval memos and financial models
- Assists with recurring investment monitoring activities including analysis and reports for assigned investments by utilizing available systems and resources
- Assists in managing the funding process and ongoing data management; helps to resolve any trade operations issues
- Utilizes systems and resources to synthesize data and content for management reports
- Assists with research projects
- Assists in covering assigned general partner relationships
- Bachelor’s degree in Economics/Finance related field
- 2 to 5 years relevant investment related work experience
- Understanding of investment/market concepts including but not limited to relative value, asset liability management, investment valuation
- Knowledge of leveraged financed market including, private equity and the middle market lending environment
- Presentation skills to advance investment decisions and strategy discussions
- Oral and written communication skills demonstrating ability to share and convey knowledge
- Good investigative, analytical and problem solving skills
- Good customer relationship management skills
- Negotiation skills to assist with internal/external discussions
31
Associate, Private Equity Resume Examples & Samples
- Conduct research to support the development of investment strategies and to identify transaction opportunities
- Help establish the investment thesis and identification of value creation strategies and assist in developing ideas for transaction structure
- Develop the financial model and valuation for an opportunity including analyzing the capital structures and potential stakeholder recoveries
- Prepare investment committee presentation material and other transaction documents
- Assist in organization and co-ordination of large working groups to complete the execution of a transaction
- Working with operational teams, be an integral contributor in the due diligence process that supports the validation of the business case supporting an acquisition and identify key transaction issues
- Research industry drivers and opportunities, and identify and assess impact of key value drivers on a transaction and business assumptions
- Work in a flexible, dynamic, and team-oriented environment that fosters collaboration and personal development
- Conduct special projects, as required
- Two (2) to four (4) years of relevant experience, preferably two years in investment banking, accounting or consulting, and will be required to have at least two years in private equity
- Additional qualifications are an asset, including CPA, CA, and/or CFA
- Experience in distressed situations and deep understanding of capital structure are an asset
- High level of proficiency in Excel and strong financial modeling skills
- Strong analytical skills and creative problem-solving ability
- Ability to multi-task and work in a very fast-paced environment with firm deadlines
- Strong and confident communication skills; and meticulous attention to detail is essential
32
Associate Private Equity Sponsor Coverage Group Resume Examples & Samples
- Performing analytic functions, along with other due diligence activities on deals
- Supporting the Director and Associate Director in client presentation and negotiations
- Completing risk assessments and developing recommendations as to the appropriate course of action
- Conducting Industry research
- Ensuring credits are properly and accurately investigated, evaluated and documented by utilizing the MFA output in addition to any further investigation or trend analysis from financial statements such as inventory, receivable and payable listings and analysis of other customer / prospect information
- Conducting sensitivity analysis by modelling and projecting financial statements
- Ensuring adherence to the Bank’s Anti-Money Laundering program, Know Your Customer requirements and Guidelines for Business Conduct, by reporting any unusual occurrences or fraudulent activities per established procedures
- Assist in the documentation and closing of authorized transactions by
- Supports the Associate Director in obtaining documentation required for closing transactions including conditions precedent
- Intermediate credit skills (must be able to write up complex deals, spread financials, assess risk and draw conclusions)
- Intermediate accounting and financial statement analysis
- Financial modelling and computer skills including Excel
- Good communication skills (written and oral as the Associate may attend client meetings as required)
- Interpersonal skills to effectively interface with customers including basic and developing sales skills
33
Associate, Private Equity Resume Examples & Samples
- Support Private Equity team in underwriting equity co-investments and funds
- Research companies, industries, and private equity funds
- Create investment memorandums
- Work on miscellaneous special projects
- Bachelor’s degree with a concentration in finance or accounting preferred
- 2+ years of experience in investment banking, accounting, or finance
- Solid history of achievement in past professional and academic experiences
- Excellent financial modeling skills with proficiency in Excel, PowerPoint, and Word
- Self-directed individual with strong work ethic
34
Senior Associate, Private Equity Resume Examples & Samples
- Underwrite equity co-investments and private equity fund investments as member of deal team
- Participate in making investment recommendations and decisions
- Participate in managing Thrivent’s private equity relationships and sourcing new investment opportunities
- Perform fundamental analysis and communicate conclusions to Private Equity team
- Financial modeling for new deal activity
- Master of Business Administration degree with a concentration in finance or accounting preferred
- CFA preferred
- 3+ years of experience in investment banking, accounting, or finance
- Exceptional analytical, written, verbal and interpersonal communication skills
35
Emind FY CBS EYK Private Equity Supervising Associate Resume Examples & Samples
- Provides clear analytical insight and understanding of Private Equity, with responsibility for the execution of initiatives based on a detailed knowledge of PE’s dynamics and drivers
- Engages with PE stakeholders and internal customers to provide a big-picture perspective on the issues, challenges and opportunities facing PE and prepares insightful analysis on the impact of those trends for EY and its clients
- May participate in client meetings, roundtables and other events to support PE leadership and strengthen EY’s presence and reputation in the market
- Provides research, analysis and insight support to major pursuits, including working with other EY Knowledge and Global Markets teams to deliver relevant analysis on market sizing, market share and market performance
- Proactive approach to identifying materials, credentials and other information, particularly from key engagements, that are relevant within and across domains, and sharing that information in appropriate formats with teams and communities (eg accounts, solutions, sub-service lines)
- Identifies cross-sector Point of View (POV) sharing opportunities and collaborates with other domain teams on issues that cut across EY’s business activities
- Confident in understanding multiple business drivers and talented at defining the root causes of trends
- Understands the firm’s go-to-market strategy and service delivery models, how core business services support the service lines, and how knowledge enables exceptional client service and high performing teams
- Understands EY Vision 2020 and Knowledge Transformation, and ensures key knowledge research and insight strategies are aligned to them
- Possesses deep understanding of Private Equity, strong analytical skills and the ability to develop a considered point of view
- Capable of putting individual projects/initiatives into a “big picture” context
- Collaborative and able to work well both as part of a team and independently
- Ability to take ownership for delivering customized projects with a degree of autonomy; adept at working on a number of projects simultaneously
- Understanding of the business and demonstrated commercial acumen using commercial language that presents knowledge activities in the context of business objectives
- Demonstrated strong written and oral communication skills to talk about knowledge programs in a clear, compelling manner with a professional demeanor
- Reviews the work of colleagues and mentors their skills development
- 5 - 7 years experience in strategy, business analysis, industry research, management consulting or business performance, advising organizations in Private Equity
36
Associate Accountant, Private Equity Resume Examples & Samples
- Deal directly with clients on routine informational matters
- Identify and resolve problems within established guidelines
- Provide management information and analysis
- Good oral and written communication skills are required
- Basic Functional / Industry Knowledge is preferred
37
Associate Private Equity Accountant Resume Examples & Samples
- Reconcile all cash received from investors and investments
- Interact with clients and provide information as needed
- Bachelor’s degree in Accounting, Finance or Economics
38
Private Equity Associate Resume Examples & Samples
- Building, analyzing and reviewing complex financial models in Excel
- Perform financial modeling to support capital markets transactions. Examples include financial modeling, performance benchmarking, and analysis of key performance indicators (KPI)
- Review and reconcile quarterly reports, capital account statements, financial statements, and cash flows
- Gather, analyze, and synthesize data to prepare investor deliverables (quarterly reports, investor presentations, ad-hoc reports, etc.)
- Perform quantitative and qualitative analyses using market statistics and benchmark data
- Perform complex financial analyses with minimal supervision, including cash flow projections, valuation models, and sensitivity analyses
- Assist on specific projects to address investor-related requests
- Compiling and managing databases
- Assisting with the production of client presentations/documents (e.g. presentations and pitch books)
- Minimum of 2-3 years of working experience in, private equity, investor reporting or general finance positions years of experience with leveraged finance, investment banking, corporate finance or private equity
- Advanced knowledge of all Microsoft Office applications required. (Excel, Word, PowerPoint, etc.)
- Highly-developed analytical skills and ability to understand complex financial concepts
- Demonstrated ability to analyze and build complex, user-friendly, Excel-based financial models
- Self-starter with demonstrated problem-solving capabilities and an ability to work autonomously
- Ability to prioritize workload and to work on several projects concurrently
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Private Equity Associate Resume Examples & Samples
- A bachelor's degree from a top tier college or university
- 2-3 years of experience as an Analyst at a top tier investment bank
- Advanced Excel skills, including modeling and financial analysis
- Demonstrated intellectual curiosity and the confidence to interact with senior business and finance leaders within the private equity business
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Associate, Private Equity Resume Examples & Samples
- Deliver and build corporate organization structures of Private Equity (PE) firms and their portfolio companies using various data sources
- Provide support to the lead PE team and reviewing engagement letters for compliance with Independence and interact with US Independence and engagement teams
- Facilitate the audit clearance process by helping to ensure data quality and accuracy, liaise with teams who manage the independence process regarding data changes or modifications
- Monitor and facilitate acquisitions and divestures, as well as the corresponding service history report
- Track progress on key projects and initiatives, lead teams and present results to lead partners
- Research, prepare, analyze and present recommendations for action
- Minimum two years of research and analysis experience; preferably within a professional services environment
- Knowledge of SEC and/or AICPA independence rules is preferred
- Strong organizational, written and verbal skills
- Proficiency with Microsoft Office Suite applications including Word, Excel, and Outlook
- Ability to work overtime as necessary
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Audit Senior Associate, Private Equity Resume Examples & Samples
- Serves privately owned companies by performing financial statement audits and post-transaction advisory consulting engagements
- Coordinates with the Manager, Senior Manager, or Partner on all phases of the engagement, including planning, execution, and completion and reporting
- Exercises independent, critical thinking skills when determining engagement procedures based on risk and evaluating evidence
- Promptly brings to the attention of the Manager, Senior Manager, or Partner any significant findings or questions that involve technical accounting principles or financial statement presentation
- Interest in working with private equity investors and the management of their portfolio companies on business combinations, including closing net working capital negotiations, the acquisition method of accounting, associated flow of funds activity, fair value assessments, and purchase price allocations
- Maintains a professional appearance and demeanor
- Willingness to travel up to 30%
- BA or BS in Accounting or related field required; Masters’ Degree preferred
- 2 - 6 years of public accounting audit experience required
- Prior experience working with companies in the manufacturing, distribution, and services industries preferred
- Exposure to business combinations, refinancing, and private equity firms is preferred
- Thorough technical skills and the ability to research and apply accounting and reporting standards under US GAAP
- Thorough working knowledge of MS Office: Word, Excel, PowerPoint, and Outlook required
