Private Equity Analyst

Tucker's Farm Corporation; United States; On-site; USD 54,000 - 66,000; Full time

Job summary

Tucker's Farm Corporation is seeking a full-time Private Equity Analyst to assist our investment team (financial modeling, market research, presentation building) and operations team (portfolio operation and fund administration).

Core duties include modeling, data collection, market sizing, KPI tracking, dashboards, capital calls, investor tracking and sourcing assistance. We value hungry, go-getter individuals with strong communication skills.

Qualifications

• 0–2 years of work experience (recent graduate preferred).
• Sterling academic credentials and strong interest in private equity and operations.
• Ability to learn quickly and work across teams.

Responsibilities

• Financial modeling and asset analysis.
• Collecting and analyzing company and market data.
• Conduct market research and support investment theses (industry sizing, comps, competitor analysis).
• Track portfolio company performance and internal KPIs; build and maintain dashboards and reporting.
• Handle fund administration tasks (capital calls, wires, investor tracking, basic LP reporting support).
• Build and manage outbound target lists for sourcing (CRM management, data gathering, enrichment).
• Support ad hoc operational, strategic, and administrative initiatives as needed.

Education

Recently graduated or current student with 0-2 years experience

Strong academic credentials

Tools

CRM software

Excel

PowerPoint

Job description

• oBase salary: $60,000+ (depending on experience)


• oBonus: $40,000+ (based on performance and closed deals)

BACKGROUND

We are a low-profile, value-oriented holding vehicle modeled after Berkshire Hathaway. The founders/investment team is comprised of value investors from Apollo Global Management (~$80bn private equity group) and Viking Global Investors (~$50bn hedge fund). We have various portfolio companies or ‘platforms’ (also known as rollups, aggregations, or buy-and-builds). Each platform is capitalized with a long-term equity base and has the sole mandate of compounding cash flows for the long term, primarily through M&A. We have a broad mandate and look for opportunities across industries, geographies and the capital structure, although our primary focus is on rollups.

We are seeking a full-time Private Equity Analyst to assist with our investment team (financial modeling, market research, presentation building) and our operations team (portfolio operation and fund administration). Main responsibilities are to assist the Investment Team and the COO across all aspects of private equity investments and portfolio operations.

SPECIFIC DUTIES AND RESPONSIBILITIES

An initial preview of the responsibilities & tasks are as follows (there will be more, but this will give you a general sense of the roles & responsibilities):

• oFinancial modeling and asset analysis


• oCollecting and analyzing company and market data


• oConduct market research and support investment theses (industry sizing, comps, competitor analysis)


• oTrack portfolio company performance and internal KPIs; build and maintain dashboards and reporting


• oHandle fund administration tasks (capital calls, wires, investor tracking, basic LP reporting support)


• oBuild and manage outbound target lists for sourcing (CRM management, data gathering, enrichment)


• oSupport ad hoc operational, strategic, and administrative initiatives as needed

IMPORTANT NOTE

At Tucker’s Farm, we hire for attributes and potential over specific experience or formal education. We’re looking for hungry, go-getter individuals who are excellent on the phone and have a drive to succeed in a career in finance & investing. Your experience could vary widely, and we encourage applications from diverse backgrounds.

KEY ATTRIBUTES WE’RE LOOKING FOR

• oHunger and drive to succeed in a fast-paced environment


• oAbility to thrive without extensive structure


• oStrong project management skills (i.e., superb at to-do-lists, meticulous execution managing multiple workstreams and correspondence with brokers)


• oHighly organized, exceptional attention to detail, and solutions-oriented


• oComfort with performance-based compensation

YOUR BACKGROUND MIGHT LOOK LIKE

• oA soon to be or recent graduate with 0-2 years of work experience


• oSterling academic credentials


• oStrong interest in private equity and operations

COMPENSATION STRUCTURE

• oBase salary range of $60,000+, depending on experience


• oBonus of $40,000+, depending on performance and closed deals