Private Equity Analyst Resume Samples

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Private Equity Analysts use financial models to evaluate the direct acquisition of large and midsize companies in a variety of sectors. Sample resumes for Private Equity Analyst emphasize financial skills and strategic thinking. Investment banking experience is typical for Private Equity Analysts, and an academic background in economics or finance is also a good qualification to list on a resume.

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1

Private Equity Analyst

Lead analyst responsible for creating the forecasting, budgeting, and valuations for one of the largest private equity firms in the Bay Area with $5.5BB AUM

  • Increased user efficiency by 200% remodeling investor databases, ensuring all investors were contacted
  • Managed the quarterly investor-and fund-level performance summaries as well as other private equity reporting standards following Global Investment Performance Standards (GIPS)
  • Calculated gross/net IRR, NPV, DCF, investment leverage ratios, water flow calculations and investment multiples
  • Developed and managed complex quantitative financial models that analyzed and tracked investment- and fund-level debt, gross asset values, weighted average returns, and fund expenses
  • Delivered and calculated monthly capital calls and distribution notifications to investors
  • Created an Excel macro to streamline the client capital account statement process by merging over 200 Excel spreadsheets into one financial model, reducing the notification process from two days to a few hours
Candidate Info
4
years in
workforce
2
years
at this job
Finance
2

Private Equity Analyst

Private equity intermediary, providing innovative advising and consulting services which focuses on strategic solutions to industry-leading executives and private equity groups in seeking to acquire middle market company (MMC)

  • Managed Salesforce database and LinkedIn recruiter system efficiently, mastered professional business skills through instant following up with buy-side P/E firms and sell-side executives
  • Contacted and qualified 200+ C-level executives for potential deals on monthly basis, praised for efficiency
  • Mastered multiple tasks by conducting executive recruiting and industry research for 3 deals at the same time
  • Produced deal teasers of investment opportunities and advised executives on strategic planning before pitching the deals to private equity groups
  • Implemented KPIs strategically and improved overall effectiveness by reducing front-end analysts needed by 50%
Candidate Info
9
years in
workforce
3
years
at this job
BS
Accounting, Management
3

Senior Private Equity Analyst

Private equity firm specializing in lower mid-market buyouts in the Rocky Mountain region. $100 Million AUM.

  • Headed buyout due-diligence including LBO models, macro-economic and industry research, market sizing and company due-diligence, reporting directly to senior partners.
  • Evaluated over 100 investment opportunities and conducted on-site company due diligence analysis.
  • Implemented investment memoranda writing processes, industry research and performance reports as an integral part of the due diligence process, authored 18 investment memoranda.
Candidate Info
6
years in
workforce
3
years
at this job
BS
Marine Biology
MS
Finance
4

Private Equity Analyst

Chicago based buy-side private equity intermediary firm focused on consulting senior level executives in the acquisition of middle market companies through private equity funding.

  • Directly assisted coaching of senior level executives in the acquisition process for a $500 million public company in the assisted living industry and $100 million private company in the banking industry.
  • Constructed and reviewed business strategy "deal teasers" for presentation to private equity companies.
  • Analyzed and reviewed executive investment theses and collaborated with senior analysts in operational due diligence.
Candidate Info
1
year in
workforce
5
months
at this job
BS
Economics
5

Private Equity Analyst

Chicago based buy-side private equity intermediary firm focused on consulting senior level executives in the acquisition of middle market companies through private equity funding.

  • Directly assisted coaching of senior level executives through the acquisition process for a $500 million public company in the assisted living industry.
  • Constructed and reviewed business strategy "deal teasers" for presentation to private equity firms.
  • Analyzed and reviewed executive investment theses and collaborated with senior analysts in market research.
Candidate Info
1
year in
workforce
5
months
at this job
BS
Economics
6

Private Equity Analyst

Conducted market research, and financial analysis on various industries and companies

  • Participated in over five, including two major investment projects with a total value of over 10
  • Involved in numerous teamwork situations
  • Translated and transcribed paperwork including due diligence reports, executive reports, and website texts
  • Received high evaluation by supervisor
Candidate Info
9
months in
workforce
2
months
at this job
BS
Finance
7

Private Equity Analyst

  • Worked on two potential deals including a $60 million leveraged buyout of a disposable medical supplies manufacturer and a buyout of an industrial REIT
  • Prepared valuation using trading multiples, comparable transactions, and discounted cash flow
  • Researched industry articles and financial statements helping quantitative analysis of potential deals
  • Assisted in creating a going-steady evaluation of a portfolio company in the food and beverage distribution industry
Candidate Info
2
months in
workforce
2
months
at this job
C
Accounting, Cpa Eligible
BA
Business Administration, Concentration
BS
Economics
8

Private Equity Analyst

Audited transactions and valuations of large corporate ERISA, public funds, foundation and endowment, and wealth management clients' private equity holdings.

  • Reconciled monthly and quarterly cash flows on financial statements provided by general partners.
  • Determined transaction type of each cash flow while calculating the breakdown between return of capital, realized gain, income, capital calls, management fees, and etc. before the posting of transactions.
  • Priced both domestic (USD) and global foreign currency assets with knowledge of converting currencies using FX rates.
  • Documented client-specific procedures related to their Private Equity holdings.
  • Maintained client profiles daily to check for high rates of return.
  • Monitored, resolved and responded to internal partner inquiries; follow-through to conclusion.
  • Delivered wing-to-wing analytic support to including pulling data, preparing analysis, interpreting data, making strategic recommendations and presenting to client.
  • Provided accurate and timely sign-offs to account managers on a monthly basis.
Candidate Info
11
months in
workforce
11
months
at this job
BS
Finance
9

Private Equity Analyst

Audited transactions and valuations of large corporate ERISA, public funds, foundation and endowment, and wealth management clients' private equity holdings.

  • Reconciled monthly and quarterly cash flows on financial statements provided by general partners.
  • Determined transaction type of each cash flow while calculating the breakdown between return of capital, realized gain, income, capital calls, management fees, and etc. before the posting of transactions.
  • Priced both domestic (USD) and global foreign currency assets with knowledge of converting currencies using FX rates.
  • Documented client-specific procedures related to their Private Equity holdings.
  • Maintained client profiles daily to check for high rates of return.
  • Monitored, resolved and responded to internal partner inquiries; follow-through to conclusion.
  • Delivered wing-to-wing analytic support to including pulling data, preparing analysis, interpreting data, making strategic recommendations and presenting to client.
  • Provided accurate and timely sign-offs to account managers on a monthly basis.
Candidate Info
11
months in
workforce
11
months
at this job
BS
Finance
10

Private Equity Analyst

  • Performed due diligence on potential investments, including company, industry and market research as well as instrument-specific discounted cash flow and comparable models to determine acquisition price.
  • Managed a team in a series of self-initiated projects to create custom performance analyses tools.
  • Interacted with VC and PE fund managers to discuss investment rationale, strategy, and performance.
  • Monitored and reported on the performance of a $1.3 billion secondary private equity portfolio.
Candidate Info
2
years in
workforce
2
years
at this job
BS
Business Management
MBA
Master of Business Administration

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