Private Equity Investments Analyst (Co-Investments)

SUMMARY

Working as a member of the Private Equity Investments team, the Analyst will be involved in all aspects of private equity investments, including due diligence, transaction execution and investment monitoring. 

 

RESPONSIBILITIES           

• Partner with other members of the team to assist with investment transactions from start to finish, including screening opportunities, conducting due diligence, preparing investment recommendations, and monitoring investments post-close.  Due diligence process includes understanding company business models, researching industry and competitive landscape, assessing sponsor fit, analyzing valuation, and reviewing all third-party diligence reports.
• Build and modify models for investment program cash flow projection, fund cash flow and return analysis, and co-investment return and sensitivity analyses.
• Prepare investment memorandums along with due diligence findings and present to internal committees and clients as needed.
• Partner with legal counsel to review deal terms, negotiate and execute investment transactions.
• Facilitate internal deal allocation and closing process.