Private Equity Associate

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Position: Associate

Department: Private Equity

Location: New York, NY 

To participate in and contribute to all aspects of the deal process with responsibility for initial quantitative and qualitative analysis of portfolio companies and funds.

KEY TASKS AND RESPONSIBILITIES:

ANALYSIS
• Qualitatively and quantitatively evaluate potential transactions including performing detailed sector and company research and analysis
• Work either independently, or in some cases, with a Senior Associate or Manager to analyse a fund position
• Conduct due diligence and assist with deal execution and transaction management
• Prepare materials for Investment Committee and other internal meetings
• Present the analysis at Asset Review as required
• Interact with external consultants and advisers as required regarding analysis
• Assist with closing administration

STRUCTURING AND EXECUTION
• Work with the deal team and in-house legal team to prepare and coordinate the execution of NDAs, offer letters, purchase agreements and other legal and transaction documentation

POST-INVESTMTENT MONITORING
• Keep up-to-date on portfolio performance and address any specific requests for action or approval (for example, receipt and sale/retention of distributed stock proceeds)
• Prepare returns forecasts, commentary and other investment information for the limited partners meetings and regular portfolio review/as required

DEAL SOURCING, MARKETING AND FUND-RAISING
• Conduct desk research for marketing, deal sourcing and fund raising

QUALIFICATIONS AND EXPERIENCE:

ESSENTIAL
1 – 2 years relevant experience within a relevant industry (you will have completed your analyst training or equivalent) including;

  • private equity
  • funds of funds
  • pension fund
  • family office
  • corporate finance
  • leveraged finance
  • M&A
  • transaction services or corporate finance within a Big 4 accountancy firm an investment consulting firm as an investor/LP
  • Good transactional experience
  • Strong analytical abilities
  • Financial and business modelling skills

DESIRABLE
• Good knowledge or interest of the Private Equity Secondaries market

COMPETENCIES (key behaviors):
• Results driven
• Accurate and detail orientated
• Ambitious and highly motivated
• Initiative and adaptability
• A team player with a strong work ethic
• Well informed on market trends and key players

Contact: Jim Scholfield

Jscho@randthompson.com