Private Equity Trainee: Market Research & Finance

GetJobSmart; Fort Worth (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Retirement plan with employer matching

Professional development programs

Job summary

Cedar Summit Partners in Fort Worth, TX is seeking a Management Trainee to gain experience in private equity. You will help prepare investment memoranda, perform financial modeling, and support portfolio management activities in a collaborative office environment.

The role emphasizes market analysis, due diligence, and coordination with stakeholders, with a strong focus on professional development and growth within the firm.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field.
• Strong analytical and problem-solving abilities with attention to detail.
• Proficient in Microsoft Excel and Office suite; effective communication skills.

Responsibilities

• Assist in preparation and review of investment memoranda and financial models.
• Support portfolio company management in developing and implementing strategies.
• Conduct market research and analyze industry trends for opportunities.
• Assist in due diligence reports and investment committee presentations.
• Participate in client meetings and business development activities.
• Maintain accurate records of all investment activities.

Skills

Strong analytical skills

Attention to detail

Problem-solving

Excellent communication

Interpersonal skills

Teamwork

Education

Bachelor's degree in Business, Finance, or related field

Tools

Microsoft Office Suite

Excel

Job description

Cedar Summit Partners in Fort Worth, TX is seeking a Management Trainee to gain experience in private equity. You will help prepare investment memoranda, perform financial modeling, and support portfolio management activities in a collaborative office environment.

The role emphasizes market analysis, due diligence, and coordination with stakeholders, with a strong focus on professional development and growth within the firm.