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Private Equity Analyst Resume Samples
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0-5 years of experience
Lead analyst responsible for creating the forecasting, budgeting, and valuations for one of the largest private equity firms in the Bay Area with $5.5BB AUM
- Increased user efficiency by 200% remodeling investor databases, ensuring all investors were contacted
- Managed the quarterly investor-and fund-level performance summaries as well as other private equity reporting standards following Global Investment Performance Standards (GIPS)
- Calculated gross/net IRR, NPV, DCF, investment leverage ratios, water flow calculations and investment multiples
- Developed and managed complex quantitative financial models that analyzed and tracked investment- and fund-level debt, gross asset values, weighted average returns, and fund expenses
- Delivered and calculated monthly capital calls and distribution notifications to investors
- Created an Excel macro to streamline the client capital account statement process by merging over 200 Excel spreadsheets into one financial model, reducing the notification process from two days to a few hours
0-5 years of experience
Private equity intermediary, providing innovative advising and consulting services which focuses on strategic solutions to industry-leading executives and private equity groups in seeking to acquire middle market company (MMC)
- Managed Salesforce database and LinkedIn recruiter system efficiently, mastered professional business skills through instant following up with buy-side P/E firms and sell-side executives
- Contacted and qualified 200+ C-level executives for potential deals on monthly basis, praised for efficiency
- Mastered multiple tasks by conducting executive recruiting and industry research for 3 deals at the same time
- Produced deal teasers of investment opportunities and advised executives on strategic planning before pitching the deals to private equity groups
- Implemented KPIs strategically and improved overall effectiveness by reducing front-end analysts needed by 50%
0-5 years of experience
Private equity firm specializing in lower mid-market buyouts in the Rocky Mountain region. $100 Million AUM.
- Headed buyout due-diligence including LBO models, macro-economic and industry research, market sizing and company due-diligence, reporting directly to senior partners.
- Evaluated over 100 investment opportunities and conducted on-site company due diligence analysis.
- Implemented investment memoranda writing processes, industry research and performance reports as an integral part of the due diligence process, authored 18 investment memoranda.
0-5 years of experience
Chicago based buy-side private equity intermediary firm focused on consulting senior level executives in the acquisition of middle market companies through private equity funding.
- Directly assisted coaching of senior level executives in the acquisition process for a $500 million public company in the assisted living industry and $100 million private company in the banking industry.
- Constructed and reviewed business strategy “deal teasers” for presentation to private equity companies.
- Analyzed and reviewed executive investment theses and collaborated with senior analysts in operational due diligence.
0-5 years of experience
Chicago based buy-side private equity intermediary firm focused on consulting senior level executives in the acquisition of middle market companies through private equity funding.
- Directly assisted coaching of senior level executives through the acquisition process for a $500 million public company in the assisted living industry.
- Constructed and reviewed business strategy “deal teasers” for presentation to private equity firms.
- Analyzed and reviewed executive investment theses and collaborated with senior analysts in market research.
0-5 years of experience
Conducted market research, and financial analysis on various industries and companies
- Participated in over five, including two major investment projects with a total value of over 10
- Involved in numerous teamwork situations
- Translated and transcribed paperwork including due diligence reports, executive reports, and website texts
- Received high evaluation by supervisor
0-5 years of experience
- Worked on two potential deals including a $60 million leveraged buyout of a disposable medical supplies manufacturer and a buyout of an industrial REIT
- Prepared valuation using trading multiples, comparable transactions, and discounted cash flow
- Researched industry articles and financial statements helping quantitative analysis of potential deals
- Assisted in creating a going-steady evaluation of a portfolio company in the food and beverage distribution industry
0-5 years of experience
Audited transactions and valuations of large corporate ERISA, public funds, foundation and endowment, and wealth management clients’ private equity holdings.
- Reconciled monthly and quarterly cash flows on financial statements provided by general partners.
- Determined transaction type of each cash flow while calculating the breakdown between return of capital, realized gain, income, capital calls, management fees, and etc. before the posting of transactions.
- Priced both domestic (USD) and global foreign currency assets with knowledge of converting currencies using FX rates.
- Documented client-specific procedures related to their Private Equity holdings.
- Maintained client profiles daily to check for high rates of return.
- Monitored, resolved and responded to internal partner inquiries; follow-through to conclusion.
- Delivered wing-to-wing analytic support to including pulling data, preparing analysis, interpreting data, making strategic recommendations and presenting to client.
- Provided accurate and timely sign-offs to account managers on a monthly basis.
0-5 years of experience
Audited transactions and valuations of large corporate ERISA, public funds, foundation and endowment, and wealth management clients’ private equity holdings.
- Reconciled monthly and quarterly cash flows on financial statements provided by general partners.
- Determined transaction type of each cash flow while calculating the breakdown between return of capital, realized gain, income, capital calls, management fees, and etc. before the posting of transactions.
- Priced both domestic (USD) and global foreign currency assets with knowledge of converting currencies using FX rates.
- Documented client-specific procedures related to their Private Equity holdings.
- Maintained client profiles daily to check for high rates of return.
- Monitored, resolved and responded to internal partner inquiries; follow-through to conclusion.
- Delivered wing-to-wing analytic support to including pulling data, preparing analysis, interpreting data, making strategic recommendations and presenting to client.
- Provided accurate and timely sign-offs to account managers on a monthly basis.
0-5 years of experience
- Performed due diligence on potential investments, including company, industry and market research as well as instrument-specific discounted cash flow and comparable models to determine acquisition price.
- Managed a team in a series of self-initiated projects to create custom performance analyses tools.
- Interacted with VC and PE fund managers to discuss investment rationale, strategy, and performance.
- Monitored and reported on the performance of a $1.3 billion secondary private equity portfolio.
0-5 years of experience
- Researched natural recourse sectors and generated investment opportunities on broad areas worth considering
- Maintained daily contact with clients for compelling investment opportunities in emerging markets, and created legal documents and business proposals for venture capital and private equity placements
- Assessed growth potential of Middle East markets to identify market entry opportunities
- Assisted portfolio manager in the due diligence of a potential $300 million investment in GCC Clean Energy Fund
- Performed due diligence and financial analysis on potential private equity transactions
0-5 years of experience
- Actively participated in underwriting up to $5 billion in private fixed-income and up to $1.5 billion in direct private equity annually
- Determined credit quality and relative value on 18 fixed-income transactions worth $800 million
- Demonstrated strong modeling skills by utilizing LBO models to estimate equity returns and alternative capital structures
- Monitored $1.8 billion in private fixed-income, mezzanine and private equity positions for changes in investment merit
0-5 years of experience
Advised C-level executives on finding target companies
- Assistant team leader for front-end deal generating process
- Conducted market, industry research on potential target companies
- Managed relationships with private equity firms, sell-side executives
- Led presentations for C-level executives, private equity clients
- Evaluated potential deals, draft teasers, non-disclosure agreements
- Managed proprietary database
0-5 years of experience
- Conducted market research, visited 28 companies in Pharmaceutical and Real Estate industries in 15 cities
- Created valuation model, conducted one to one interview with Chinese Pharmaceutical Companies’ CEOs
- Aided in the creation of grounds-up models to identify attractive sub-sector, analyzed financial statements and prepared sensitivity cases to determine investment positions
0-5 years of experience
- Built Leveraged buy-out models for potential acquisition targets in the transportation sector
- Performed 5-year pro-forma projections and derived valuations based on market multiple
- Assisted in due diligence process and prepared alternative financing strategies, directly working with Managing Partner
0-5 years of experience
- Took complete ownership of the front end of the deal pipeline
- Performed initial screening of all potential acquisitions
- Conducted research on target industries and developed key marketing strategies
- Communicated directly with CEOs and intermediaries
0-5 years of experience
- Analyzed data and reported on key financial indicators – revenues, expenses, total comp, pre-tax income, returns, market
- Performed due diligence of potential target companies for financing and future IPO investment purposes
- Responsible for deal sourcing, analyzing and monitoring growth-stage investment
- Conducted extensive and sophisticated excel modeling of coverage/industry regionally and globally
0-5 years of experience
Monitored and reported on portfolio companies’ performance, including participating in quarterly portfolio reviews
- Prepared quarterly investment valuations
- Evaluated new follow-on investments in existing portfolio companies
- Evaluated investment realization opportunities
- Prepared investment committee materials
- Assisted with financial reporting obligations relating to the portfolio
0-5 years of experience
- Performed in-depth due diligence on multiple asset classes including Venture Capital, M&A, LBO, Fixed Income, Private Equity, Fund of Funds, and Real Estate with an emphasis on quantitative analysis
- Performed financial statement analysis on approximately 125 funds per quarter
- Generated investment reports detailing NOI, IRR, Cash Flow, Regression Analysis, and Valuation Multiples
- Created a Geographic Exposure database from existing proprietary knowledge through Access and SQL
0-5 years of experience
- Worked with institutional clients to monitor and adjust private equity portfolios based on individual objectives
- Prepared detailed and customized quarterly and annual portfolio performance reports for clients
- Performed reconciliations of cash flows and financial statements for client investments to ensure data and accounting integrity
0-5 years of experience
Initiated due diligence process on the recapitalization of a $20 million multifamily asset
- Created capital analyses for single asset acquisitions providing due diligence on financial assumptions
- Worked in a team structure with senior management providing integral market information creating efficiencies in the sales process
- Utilized financial research tools to effectively update cloud based client management system
0-5 years of experience
- Evaluated new private equity funds for the company’s 220 fund portfolio based on 15 factors including IRR, management, write-offs, and return multiples
- Tracked holdings and valuations of existing partnerships
- Performed due diligence on private equity funds for the Pennsylvania SBA
- Designed pitch book for company’s fund of funds product
0-5 years of experience
- Drafted analytical content for quarterly fund reports detailing portfolio company performance
- Analyzed capital account statements to track fund cash flow activity
- Obtained fund financial statements from General Partners and reviewed for use on fund reports
0-5 years of experience
- Performed deal origination for management-led buyouts by sourcing, screening, and contacting potential C-level executives with operational experience running companies in excess of $100 million P&L and $5 million EBITDA.
- Assisted associates and executive in examining a company’s market opportunities, analyzing its business strategies, and researching industry trends in order to develop an actionable deal-flow.
- Performed operating and financial due diligence by attending client meetings and assisting the deal team in drafting business proposals, managed the client database, edited deal theses and finalized business plans.
- Pitched to M&A intermediaries with typical transaction values ranging from $50M to $500M to find firms willing to “sell” their 5%-15% equity stake in each PE closed deal.
- Analyzed and edited the client’s business plan drafts by focusing on key competitors, product risks, and barriers to entry in the U.S. regional fiber optic market.
- Screened the executive by performing an extensive background check holding interviews with prior/current business partners and clients.
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[Private Equity Analyst]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
