Private Equity Associate Resume Samples

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Private Equity Associates, or Private Equity Analysts, use financial models to determine the value of investing in a private company's stock. A sample resume of a Private Equity Associate will include such responsibilities as being involved in all phases of the investment process, and building financial and reporting tools designed to improve the inventory and cash management for portfolio companies. MBA degrees are recommended for those seeking a position as a Private Equity Associate, and a background in commerce or finance is also a good qualification to list on a resume.

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1

Private Equity Associate

Built financial models and monitored portfolio company credit statistics; prepared LBO, DCF and merger models

  • Merged Private Equity firm with Hedge fund creating a holding company with $15 billion in AUM
  • Assisted in the financial restructuring and recapitalization of a Dutch food processing company
  • Participated in the launch of two joint ventures with aggregate $1.5 billion in AUM
Candidate Info
8
years in
workforce
3
years
at this job
BA
Economics
MBA
Finance
2

Private Equity Associate

Led deal sourcing and evaluation of private equity investments with $10m-$100m in revenue and $1m-$10m in EBITDA

  • Developed 7-step origination process to source 12 acquisition deals in manufacturing, aviation, and sporting goods industries
  • Led deal analysis by evaluating products, customers, competition, market, trends, revenue, margins, CapEx, EBITDA, and FCF
  • Assisted partners in preparing financial forecast, LBO models, and valuation on perspective deals valued $5m-$50m
Candidate Info
7
years in
workforce
1
month
at this job
BS
Information Systems
MBA
Finance, Strategy, Entrepreneurship
3

Private Equity Associate

Synthesized leveraged buy-out (LBO) financial models for distressed pharmaceutical assets/companies

  • Researched & analyzed various trends within life sciences for legacy pharmaceutical acquisitions
  • Structured distressed pharmaceutical deals through the use of equity, debt instruments, & royalties
  • Assisted the firm's partners in assembling & building the operating company from the ground-up
  • Led sourcing efforts of new non-pharmaceutical deal-flow from investment bankers & business brokers
  • Maintained & updated Sagamore's deal process & deal pipeline database for report to funding partners
  • Liaised & assembled various meetings/agendas with the firm's advisory board members
Candidate Info
6
years in
workforce
9
months
at this job
BS
Business Administration
MA
Finance
Banking
4

Private Equity Associate Intern (part-time)

Assisted in all stages of the private equity (search fund) acquisition process including deal sourcing, industry research, banker book
review, management calls and detailed due diligence.

  • Deal analysis led to bids on healthcare software and a commercial real estate firm.
  • Analyzed company financials, identified key operating metrics, determined risks and evaluated exit opportunities for each deal.
  • Researched IT consulting, utility cyber-security, automobile testing, healthcare software and herbal medicine industry.
  • Determined addressable market size for each target and performed competitor analysis including researching 10-K filings.
  • Prepared various models in Excel (revenue / lease, LBO) for a commercial real estate firm.
Candidate Info
2
years in
workforce
3
months
at this job
MS
Systems Engineering
Cfa
5

Private Equity Associate

Sole professional that assisted PE investor in sourcing and evaluating majority ownership investment opportunities.

  • Spent a majority of time focusing on an existing portfolio company increasing cash flow in first year of management by +30%.
  • Assessed potential private equity investments on both quantitative and qualitative merits.
  • Performed analyses to evaluate the potential financial returns of various private equity investments.
  • Participated in management and board presentations on behalf of portfolio companies.
Candidate Info
3
years in
workforce
1
year
at this job
Accounting
6

Private Equity Associate

Evaluated private equity investments through comprehensive industry, company and market analysis. Performed Due Diligence for direct and secondary private equity investments.

  • Monitored private equity funds for contributions, distributions and changes in valuations to underlying investments.
  • Built relationships with general partners, limited partners, companies, pensions, consultants, investment banks, financial advisors and senior management, while developing an understanding of the private equity industry.
  • Performed Due Diligence for direct investments and secondary private equity opportunities.
  • Assisted with fair value analysis and research.
  • Originated prospective direct and secondary private equity investments.
Candidate Info
4
years in
workforce
2
years
at this job
BS
Finance
Corporate Finance
7

Private Equity Associate

Established and advised over 3m USD of private equity investments across various sectors

  • Researched, identified and qualified new investment opportunities based on criteria and portfolio
  • Consulted with investment groups and institutional investors identify strategic fit for coinvestment and negotiated private equity funding agreements
  • Facilitated meetings with portfolio companies to discuss synergy, business expansion and subsequent rounds of equity funding
  • Performed and analyzed valuation of companies and investment opportunities using modelling
  • Co-operated alongside legal counsel during the due diligence process of company investments
Candidate Info
4
years in
workforce
4
years
at this job
BA
Business Management & Finance

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