PEPI: Associate, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Alvarez & Marsal is seeking a PEPI Associate to support private equity firms in improving operations and risk management. Candidates should have experience in finance or accounting and be able to develop insightful financial models. This full-time position offers a competitive salary and benefits.

Benefits

Healthcare plans

401(k) retirement plan

Paid vacation and sick leave

Qualifications

• 3-7 years of experience in finance, accounting, or private equity preferred.
• Strong Excel and PowerPoint skills required.
• Ability to develop integrated financial models.

Responsibilities

• Lead client interviews to gather meaningful data.
• Develop financial models and presentations.
• Improve management reporting and forecasting.

Skills

Data Collection

Analytical Skills

Project Management

Financial Acumen

Education

Graduate of accredited 4-year college/university in accounting, finance, or economics

Job description

PEPI: Associate, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS)

Join to apply for the PEPI: Associate, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS) role at Alvarez & Marsal

PEPI: Associate, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS)

Join to apply for the PEPI: Associate, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS) role at Alvarez & Marsal

OVERVIEW:

A&M Fund Management Solutions works with private equity managers and provides our clients with solutions to optimize the operations of their businesses. Our goal is to improve efficiency and reduce risk across the non-investing aspects of a manager’s business, and to provide benefits through hands-on involvement in our clients’ operations. Our job is to support PE firms to enhance and optimize how their operations function.

Description

OVERVIEW:

A&M Fund Management Solutions works with private equity managers and provides our clients with solutions to optimize the operations of their businesses. Our goal is to improve efficiency and reduce risk across the non-investing aspects of a manager’s business, and to provide benefits through hands-on involvement in our clients’ operations. Our job is to support PE firms to enhance and optimize how their operations function.

CFO Services Provides the following pillar of services

• Strategic Analytics & Planning
• Performance Measurement & Management (Funds & Management Company)
• Business Transformation
• Investor Reporting
• Valuation
• Treasury Functions
• Operational Review and Improvement (e.g., HR, Administration, Technology, Insurance)
  
  
  

PROFESSIONAL EXPECTATIONS:

Data Collection, Validation and Analysis

• Develop information requests based on the specific project scope
• Lead client interviews and ask the right questions in order to gather meaningful data
• Identify information gaps through trend analysis, pattern recognition
• Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics
• Deep dive into all relevant data, improve management reporting, and develop reliable and transparent forecasting
• Develop storyline messages using supporting facts and analyses, ensure data and branding standards flow accurately and consistently throughout the presentation
  
  
  

Project Management and Implementation

• Ability to own and complete a workstream based on the pillars of service Fund Management Solutions provides
• Review and provide inputs to all work products, and ensure that all client deliverables are presented logically and accurately
• Set reasonable timelines/expectations and align such with client
• Develop financial models (e.g., three statement forecast, liquidity forecasting) and client presentations independently and accurately
• Develop bespoke solutions with creative approaches as circumstances warrant
  
  
  

Teamwork

• Promote a team environment where diverse ideas and opinions are encouraged
• Share knowledge and experience, provide coaching to teammates
  
  
  

Financial Acumen

• Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
• Ability to provide valuable insight and improvement initiatives to senior management and board members
  
  
  

Accreditation/Experience:

• 3-7 years of experience related to: Accounting / Finance, Financial Due Diligence, Investment Banking or Private Equity with experience at a fund/asset manager or equivalent business strongly preferred
• Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• Experience in building integrated financial models including strong Excel/PowerPoint skills
  
  
  

The salary range is $90,000 - $130,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

Inclusive Diversity

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

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