Job Summary
As a Private Equity Group Portfolio Manager Associate, you will provide direct support to Portfolio Managers to source and underwrite private equity investments (buyout and venture capital funds, secondary and co-investments), as well as manage the existing investment portfolio. The role also includes client service responsibilities.
Job Responsibilities
- Play a supporting and active role in sourcing and deal origination of primary partnership investments, secondary transactions, and direct investments.
- Work on all aspects of conducting comprehensive due diligence and modeling
- Lead the preparation and writing of investment memoranda and investment recommendations
- Lead the analysis of historical investment performance, portfolio company performance, financial statements, financial models, and industry research
- Assist in monitoring and optimizing existing portfolio investments
- Assist in client reporting services
Required qualifications, capabilities and skills
- Minimum 2-4 years of relevant industry experience, including financial analysis, investment banking/M&A, or strategic consulting
- Excellent writing, communication, presentation, and analytical skills
- Demonstrate the ability to interact with clients and investment professionals
- Willingness to work effectively and efficiently in a team environment
- Potential/expectation for candidate to grow within the PEG
Preferred qualifications, capabilities and skills
- Undergraduate degree in Finance of Business Administration (or related field) preferred