Analyst - Job #2014

Pinnacle Group; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

An NYC-based investment firm seeks an Analyst to support private equity and secondary investments. You will conduct in-depth research, analyze potential deals, and assist in deal execution.

You will work on small deal teams, interact with fund managers and portfolio company management, and prepare investment memoranda and presentations.

The role emphasizes strong analytical skills, rigorous modelling in Excel, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• 1-2 years of experience in investment banking, private equity, or secondaries firm.
• Degree in economics, finance or mathematics is preferred.
• Top-tier undergraduate school with strong academic performance.
• Expert modelling skills for sophisticated financial investing.
• Demonstrated understanding of investment processes and economics.

Responsibilities

• Conduct in-depth research and analysis on potential investments.
• Work on small deal teams to complete due diligence, with interaction with private equity fund managers and company management teams.
• Preparation of advanced models in Excel.
• Drafting detailed investment memoranda and presentations.
• Assist in management and monitoring of portfolio companies.
• Maintain firm deal pipeline databases and ensure data accuracy.
• Coordinate complex, time-sensitive processes.

Skills

Analytical skills

Interpersonal skills

Presentation skills

Self-motivation

Team collaboration

Time management

Work under pressure

Private equity knowledge

Education

Bachelor's degree in Economics/Finance/Mathematics

Tools

Advanced Excel

Financial modeling software

Job description

Our client invests in a range of complex secondary transactions on a global basis and has closed 6 funds with AUM in excess of $20b. They are currently seeking an Analyst for their New York City office. This position is an exceptional opportunity to join a growing firm with an exceptional track record of success.

Responsibilities:

• Conducting in-depth research and analysis on potential investments
• Working on small deal teams to complete due diligence efforts, including significant interaction with private equity fund managers and company management teams
• Preparation of advanced models in Excel
• Drafting detailed investment memoranda and presentations
• Assisting in the management and monitoring of portfolio companies
• Maintaining firm deal pipeline databases and ensuring that all relevant data is accurate
• Coordinating complex, time sensitive processes

Qualifications:

• 1-2 years of relevant experience (investment banking, private equity, and/or secondaries firm)
• Degree in economics, finance or mathematics is preferred
• Top-tier undergraduate school, with strong academic performance
• Expert modelling skills commensurate with sophisticated financial investing
• Demonstrated understanding of investment processes and economics

Key Attributes:

• Strong intellectual and analytical skills with an ability to structure and resolve complex problems
• Great interpersonal and presentation skills, and the ability to form strong relationships
• Self-motivation, discipline, and the desire to make an immediate, positive impact
• Desire and aptitude to work collaboratively in a team environment
• Excellent organizational and time management skills
• Strong work ethic and ability to work under pressure
• Excellent knowledge of the private equity industry