Investment Analyst, Private Equity (CT) Investment Analyst, Private Equity (CT) …

Performance Equity Management
in Greenwich, CT, United States
Permanent, Full time
Last application, 23 Jul 21
Commensurate with experience and competitive with market
Performance Equity Management
in Greenwich, CT, United States
Permanent, Full time
Last application, 23 Jul 21
Commensurate with experience and competitive with market
Performance Equity Management is a private equity asset management firm with ~$9 billion in assets under management investing in global private equity (buyout, venture capital, distressed debt) fund investments, direct co-investments, and secondary transactions. The firm promotes a culture that is highly collaborative and collegial. The structure is non-hierarchal with direct access to seven Investment Partners, providing a comprehensive training and mentorship experience for ongoing career development. The Investment Analyst will participate in all aspects of the investment process in a generalist role in a lean organizational environment and thus will be in a highly visible role.

Responsibilities:

  • Analyze and monitor performance of fund managers and underlying portfolio companies.
  • Support the due diligence process evaluating new private equity fund investments, direct co-investments and secondary transactions.
  • Prepare, analyze, and explain historical and projected financial information.
  • Produce written reports and presentations for the Investment Committee summarizing investment recommendations and providing analytical support.
  • Support portfolio review and valuation process.
  • Help maintain the internal fund and company database.
  • Complete analytical projects related to performance attribution, portfolio construction, investment strategy, and industry trends.
  • Assist with preparation of client update and reporting materials.
  • Attend meetings with existing and potential fund managers.

Other duties may be assigned as needed.

Requirements:

  • Strong academic record, ideally a business, economics, or other analytical undergraduate degree
  • Minimum GPA of 3.0
  • Diversity (e.g., demographic, socioeconomic, personality type, educational background) is valued.
  • 1-2 years of solid investment and/or analytical work experience, background in asset management, equity research, or consulting/accounting preferred.  Pre-MBA applicants only.
  • Candidates must be detail-oriented, pro-active, self-motivated and be able to manage multiple projects concurrently with minimal supervision.
  • Demonstrated understanding of, or strong desire to further deepen knowledge about private equity, company valuation techniques, accounting concepts and basic financial modeling.
  • Strong Microsoft Excel skills.
  • Outstanding interpersonal and communication skills, both written and verbal.

Performance Equity Management is an Equal Opportunity Employer

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