Private Equity Analyst

Boutique Recruiting; Town of Florida (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

Boutique Recruiting is seeking a Private Equity Analyst to support financial analysis, deal flow, portfolio due diligence, and internal operations. You will work across financial modeling, CRM and investor data management, acquisition activity, AI-driven initiatives, and process improvement while helping the firm scale its investment platform.

The ideal candidate is sharp, analytical, and highly self-motivated with a strong foundation in financial modeling, excellent Excel skills, and the

Qualifications

• Bachelor’s degree required in Finance, Accounting, Economics, Business or related field.
• 1–5 years of relevant experience in financial analysis, modeling, investment banking, corporate finance, or related field.
• Hands-on financial modeling or analytical experience with strong financial concepts.
• Advanced proficiency in Excel and strong PowerPoint skills.
• Experience using AI tools in a professional or analytical capacity.
• Strong financial acumen with the ability to learn new investment concepts quickly.
• Self-starter mentality with excellent organization, attention to detail and problem-solving skills.
• Strong communication skills and ability to thrive in a small, collaborative environment.

Responsibilities

• Build and maintain financial models to support investment analysis, acquisitions and portfolio decision-making.
• Assist with portfolio company due diligence and evaluate potential investment and add-on opportunities.
• Track deal flow, investor information, and investment activity within the firm’s CRM.
• Support acquisition initiatives across existing portfolio companies and future investments.
• Help organize and improve internal systems, processes, investor lists and data tracking.
• Leverage AI tools to improve research, analysis, workflow efficiency, and internal processes.
• Support relationships and information flow involving investment bankers, deal brokers, and other transaction partners.
• Prepare financial analysis, presentations and investment-related materials using Excel and PowerPoint.

Skills

Financial modeling

Analytical thinking

Communication skills

Self-starter

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

AI tools

Power BI

CRM platforms

Job description

Position Title: Private Equity Analyst

Build your private equity career from the inside, working directly alongside experienced investment professionals and gaining hands-on exposure to deals, portfolio companies, and the systems that drive investment decisions. A growing private equity firm is seeking a Private Equity Analyst to support financial analysis, deal flow, portfolio due diligence, and internal operations. This role will work across financial modeling, CRM and investor data management, acquisition activity, AI-driven initiatives, and process improvement while helping the firm scale its investment platform.

The ideal candidate is sharp, analytical, and highly self-motivated with a strong foundation in financial modeling, excellent Excel skills, and the initiative to operate successfully in a small, entrepreneurial environment.

Salary Range: $70,000 - $95,000 / Year, DOE

Responsibilities

• Build and maintain financial models to support investment analysis, acquisitions and portfolio decision-making
• Assist with portfolio company due diligence and evaluate potential investment and add-on acquisition opportunities
• Track deal flow, investor information, and investment activity within the firm’s CRM
• Support acquisition initiatives across existing portfolio companies and future investments
• Help organize and improve internal systems, processes, investor lists and data tracking
• Leverage AI tools to improve research, analysis, workflow efficiency, and internal processes
• Support relationships and information flow involving investment bankers, deal brokers, and other transaction partners
• Prepare financial analysis, presentations and investment-related materials using Excel and PowerPoint

Requirements

• Bachelor’s degree required, preferably in Finance, Accounting, Economics, Business or a related discipline
• 1–5 years of relevant professional experience in financial analysis, financial modeling, investment banking, corporate finance, or a related field
• Hands-on financial modeling or analytical experience with a strong understanding of financial concepts
• Advanced proficiency in Microsoft Excel and strong PowerPoint skills
• Experience using AI tools in a professional or analytical capacity
• Strong financial acumen with the ability to learn new investment concepts quickly
• Self-starter mentality with excellent organization, attention to detail, and problem-solving skills
• Strong communication skills and the ability to thrive in a small, highly collaborative environment

Preferred Qualifications

• Exposure to private equity, investment banking, M&A, corporate development, or transaction-related work
• Experience with Power BI or other business intelligence and data visualization tools
• Familiarity with CRM platforms and deal-flow tracking systems
• Experience supporting due diligence, valuation, acquisitions, or portfolio analysis

Benefits

• Negotiable PTO
• Potential healthcare stipend or additional compensation in place of traditional healthcare coverage
• Flexible work arrangements may become available over time
• Direct mentorship and hands-on learning from experienced investment professionals