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Description:

Seeking a Private Equity Associate 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.

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 analyze 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 & 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-Investment 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, & Fund Raising

• Conduct desk research for marketing, deal sourcing and fund raising

Contact: Jim Scholfield