Private Equity Analyst — Due Diligence & Portfolio Growth

Independent Sponsor Forum; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Patriot Capital Group is seeking an Analyst or Associate to join our team in the Charlotte office. The position provides hands-on involvement in investing activities, including evaluating and conducting due diligence on new investments and supporting portfolio management for existing holdings.

2-4 years of relevant experience in private equity or financial services, a Bachelor's degree in accounting/finance/economics, strong financial analysis and modeling skills, excellent communication, and a

Qualifications

• 2-4 years of relevant experience in private equity, investment banking, investing, lending, transaction advisory services or other financial services activities.
• Bachelor’s degree in accounting, finance, economics or a related discipline.
• Strong understanding of finance and accounting principles, including analyzing financial statements and preparing financial models.
• Excellent analytical and problem-solving skills.
• Team player with strong verbal and written communication skills.
• Above-average Excel capabilities.
• Self-starter with the ability to meet deadlines and juggle several tasks simultaneously.

Responsibilities

• Build financial models and in-depth analyses to evaluate potential investment opportunities.
• Prepare new deal executive summaries and investment committee memorandums.
• Conduct due diligence, including risk assessment, sensitivity analysis and market and competitive analysis.
• Monitor portfolio companies, including tracking performance, reporting and valuations, and supporting value-creation initiatives such as add-on acquisitions, KPI management and growth strategy.
• Assist with ad hoc requests related to investor relations and fundraising.
• Participate in meetings with management teams, sponsors, co-investors, lenders, intermediaries and other Patriot stakeholders.
• Participate in Patriot's AI implementation efforts across origination, underwriting and portfolio management.

Skills

Financial modeling

Due diligence

Financial analysis

Communication

Problem-solving

Self-starter

Time management

Education

Bachelor's degree in accounting, finance, economics or related discipline

Tools

Excel

Job description

Patriot Capital Group is seeking an Analyst or Associate to join our team in the Charlotte office. The position provides hands-on involvement in investing activities, including evaluating and conducting due diligence on new investments and supporting portfolio management for existing holdings.

2-4 years of relevant experience in private equity or financial services, a Bachelor's degree in accounting/finance/economics, strong financial analysis and modeling skills, excellent communication, and a