Private Equity Value Creation Associate

Jobtailor; California (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor is seeking a strategic finance professional to analyze market trends, model deals, and guide post-merger integration for client engagements. The role emphasizes competitive analysis, value creation, and cross-functional collaboration.

You will work with Capital IQ to research industries, build deal analyses, and support leadership in strategic decisions while traveling up to 60% as needed.

Qualifications

• Bachelor's degree required; Master's/MBA preferred in Accounting, Analytics/Data Science, Business Admin, CS/IS, Economics, Engineering, Finance, Financial Mathematics, Law, Mathematics/Statistics, or Operations/Supply Chain
• Proficiency in financial modeling and analysis
• Experience utilizing Capital IQ for competitive analysis and market research
• Strategic planning skills in post-merger integration scenarios
• Strong communication and active listening with diverse teams
• Knowledge of acquisition strategies and customer due diligence processes
• Ability to monitor and analyze financial trends for value creation
• Willingness to travel up to 60%
• Must not require PwC sponsorship through the H-1B lottery

Responsibilities

• Analyze market trends and assess business opportunities to support strategic decisions
• Develop strategic frameworks for mergers, acquisitions, and restructurings
• Conduct financial modeling and statement analysis to evaluate deal structures
• Collaborate with clients to identify risks and opportunities in complex transactions
• Assist in strategies to optimize value creation in deal-making
• Gather and synthesize information to inform strategic recommendations
• Apply acquisition strategy and competitive analysis to enhance client outcomes
• Support post-merger integration for seamless transitions and synergies
• Perform scenario analysis to anticipate market shifts and adjust strategies
• Utilize Capital IQ for market research and industry trend analysis
• Contribute to client engagements and projects while developing technical knowledge and client relationships

Skills

Financial modeling

Market research

Scenario analysis

Value creation

Data synthesis

Communication

Active listening

Collaboration

Education

Bachelor's degree

Master's degree

MBA

Tools

Capital IQ

Job description

• Analyze market trends and assess business opportunities to support strategic decision-making
• Develop strategic frameworks for mergers, acquisitions, and restructuring processes
• Conduct financial modeling and financial statement analysis to evaluate deal structures and potential outcomes
• Collaborate with clients to identify risks and opportunities in complex transactions
• Assist in formulating and executing strategies to optimize value creation in deal-making
• Gather and synthesize information to discern patterns and inform strategic recommendations
• Apply acquisition strategy and competitive analysis to enhance client outcomes
• Support post-merger integration efforts to achieve seamless transitions and maximize synergies
• Perform scenario analysis to anticipate market shifts and adjust strategiesUtilize Capital IQ for market research and industry trend analysis
• Contribute to client engagements and projects while developing technical knowledge and client relationships

Requirements

• At least a Bachelor's degree
• At least 1 year of experience
• Preference for a Master's or Masters of Business Administration degree in Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Economics, Engineering, Finance, Financial Mathematics/Quantitative Finance, Law/Legal Studies, Mathematics/Statistics, or Operations/Supply Chain
• Proficiency in financial modeling and analysis
• Experience utilizing Capital IQ for competitive analysis and market research
• Strategic planning skills in post-merger integration scenarios
• Communication and active listening with diverse teams
• Acquisition strategies and customer due diligence processes
• Monitoring and analyzing financial trends for value creation
• Ability to travel up to 60%
• Must not require PwC sponsorship through the H-1B lottery, except as permitted by PwC policy

Core Competencies

Demonstrates expertise in financial modeling, strategic planning, and market analysis to support decision-making in mergers and acquisitions. Proficient in utilizing Capital IQ for competitive analysis and enhancing client outcomes through effective communication and collaboration.

Highest-signal resume keywords

• Financial Modeling
• Capital IQ
• Strategic Planning
• Acquisition Strategies
• Post-Merger Integration

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Market Research
• Scenario Analysis
• Value Creation
• Data Synthesis

Soft Skills

• Communication
• Active Listening
• Collaboration

Certifications & Qualifications

• Bachelor's Degree
• Master's Degree
• MBA

Industry Keywords

• Mergers
• Acquisitions
• Restructuring
• Due Diligence
• Financial Trends

Tools & Technologies

• Capital IQ