Private Equity Strategy & Value-Creation Analyst

Socket.dev; New York (NY); On-site; USD 90,000 - 151,000; Full time

Job summary

Salesforce in New York is seeking a Sr. Analyst to join our Private Equity Practice and help deepen partnerships while driving value creation across PE portfolios. You will collaborate with senior relationship managers to analyze portfolio performance and shape strategic recommendations.

You’ll conduct market research, support due diligence, and assist in the go-to-market plan for PE partners, leveraging Salesforce resources to ensure customer success across international teams.

Qualifications

• 2-4+ years of experience in PE/VC/consulting/strategy/enterprise software/AI.
• Experience with international clients and teams.
• Excellent communication, strategic and consulting skills.
• Strong analytical skills with Google Sheets and Excel; Salesforce Analytics/Tableau a plus.

Responsibilities

• Support growth of strategic PE partnerships and drive value creation.
• Lead data analyses and deliver insights to executives.
• Own strategic projects and reporting for the PE Practice.
• Maintain PE portfolio data and reporting accuracy.
• Assist in go-to-market for PE partners and leverage Salesforce resources.

Skills

Private equity/VC/consulting

International experience

Analytical skills

English communication

Salesforce/Tableau familiarity

Education

Economics/Finance/Accounting/Management degree

Tools

Google Sheets

Excel

Salesforce CRM Analytics

Tableau

Job description

Salesforce in New York is seeking a Sr. Analyst to join our Private Equity Practice and help deepen partnerships while driving value creation across PE portfolios. You will collaborate with senior relationship managers to analyze portfolio performance and shape strategic recommendations.

You’ll conduct market research, support due diligence, and assist in the go-to-market plan for PE partners, leveraging Salesforce resources to ensure customer success across international teams.