Private Equity Analyst Resume Sample
Lowell Crist
15860 Robb Burgs,
Detroit,
MI
+1 (555) 902 9107
Work Experience
Senior Private Equity Funds Analyst
01/2017
-
PRESENT
New York, NY
- Post data for fund transactions and establishes new/existing investor accounts
- Engage with clients in a consultative role on routine informational matters
- Identify and resolve problems within established guidelines and procedures
- Provide management with information and analysis
- Works effectively as a team member, but also independently as assigned project lead
- Conducting due diligence and analytical work on a private equity fund manager’s process, philosophy, people and performance
- Preparing and presenting summary recommendations to the firm’s Private Alternative Strategies Committee
- Developing communications and presenting information on Brown Advisory’s private equity fund holdings, investment opportunities and relevant industry developments
- Assisting Brown Advisory’s portfolio managers and other team members to develop the private equity and alternatives portion of client portfolios
Private Equity Analyst
11/2012
-
10/2016
San Francisco, CA
- At least five years of private equity fund investing experience
- Strong undergraduate record
- Comfort and familiarity with numbers, financial statements and analysis
- Superior written and verbal communication skills (writing sample required)
- We are looking for candidates working for a private equity fund of fund, consultant or institutional investor with relevant work experience
- Good communication skills and written accuracy
- High level of integrity and maturity - we are looking for a self-motivated individual, who is effective at working both independently and as part of a team, and has got strong attention to detail as well as an ability to communicate effectively with all levels of management internally and externally
- Strong analytical, communication, interpersonal skills, hardworking attitude, and assertive
Private Equity Data Analyst
03/2006
-
09/2012
Detroit, MI
- Participate in the group’s marketing/business development efforts
- Strong interest and understanding of the private equity, real estate, credit and infrastructure asset classes
- Excellent numerical skills including a strong understanding of financial modeling, company valuation and market/industry research
- Interest in current investment trends and understanding of global macroeconomic themes
- Establish networks among investment managers and DB stakeholders
- Provides clear analytical insight and understanding of Private Equity, with responsibility for the execution of initiatives based on a detailed knowledge of PE’s dynamics and drivers
- Identifies cross-sector Point of View (POV) sharing opportunities and collaborates with other domain teams on issues that cut across EY’s business activities
- Understands the firm’s go-to-market strategy and service delivery models, how core business services support the service lines, and how knowledge enables exceptional client service and high performing teams
Education
DeVry University's Keller Graduate School of Management
2002 - 2006
Bachelor's Degree in Finance
Professional Skills
- Highly numerate and strong financial modelling skills
- Exceptional modeling and analytical skills with strong attention to detail
- Effective research skills and excellent attention to detail
- Excellent presentation, and teamwork skills
- Initiative and strong leadership skills, with potential to progress
- Relevant experience, preferably two years in investment banking, accounting or consulting. Private equity experience is an asset
- Interest in developing skills in Accounting & Corporate Finance
How to write Private Equity Analyst Resume
Private Equity Analyst role is responsible for research, analysis, modeling, excel, finance, credit, securities, compensation, design, travel.
To write great resume for private equity analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Private Equity Analyst Resume
The section contact information is important in your private equity analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Private Equity Analyst Resume
The section work experience is an essential part of your private equity analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous private equity analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular private equity analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Private Equity Analyst resume experience can include:
- Approximately 7 – 10 years’ experience in strategy, business analysis, industry research, management consulting or business performance, advising organizations in Private Equity
- Strong analytical skills (financial modelling, analysis & valuation)
- Advanced Excel skills or working knowledge of a programming or query language (e.g. Python, SQL, etc.)
- Experience in investment banking, corporate finance, management consulting or funds management
- Experience working in real estate finance, acquisitions, or investment banking
- Professional experience working in Private Equity Markets
Education on a Private Equity Analyst Resume
Make sure to make education a priority on your private equity analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your private equity analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Private Equity Analyst Resume
When listing skills on your private equity analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical private equity analyst skills:
- Strong quantitative, organizational and communications skills
- Effective research skills with attention to detail
- Prior experience evaluating REITs and public securities
- Communicate effectively with Executive and senior business management
- Intermediate Microsoft Office Skills (especially in Excel, Word and PowerPoint)
- Related work experience in real estate private equity or real estate investment banking
List of Typical Experience For a Private Equity Analyst Resume
1
Experience For Analyst, Private Equity Resume
- Collaborate with operations manager to prioritize pricing and coordinate changes in inputs and business drivers as they relate to revenue, expenses, FFE, and capex
- Relevant work experience in either an IBD/Corporate/PE or Asset Management environment
- Interpreting complicated financial information
- Writing financial research summaries
- Additional projects within the global finance team and across functions, including but not limited to enhancing the Company's Business Intelligence tools
- Knowledge of fixed income securities concepts such as bond pricing, duration, yield, and option-adjusted spreads
- Support client teams by conducting analytical evaluation, valuation and due diligence of private equity investment opportunities across multiple industries
2
Experience For Private Equity Data Analyst Resume
- Support firm activity in new business, developing Intellectual Property, and other internal initiatives
- Provide project execution support which often includes developing client deliverables and key milestone follow up to ensure timely project execution
- O o Performs Budget, Economic, and Proforma return underwriting
- Prepare reports, presentations, and management briefings as needed
- Support the annual budgeting process from target setting through final budget presentations to the board of directors as well as the long-term strategic planning
- Provides ad-hoc reporting and analyses to CEO, CFO and finance leadership teams, including but not limited to presenting the results of the analysis to senior management teams
3
Experience For Private Equity Valuation Analyst Resume
- Guide teams in the setup and organization of monthly and quarterly reporting processes
- Oversee quarterly review of the valuation of securities presented in loan review documents prepared by the team for Manulife's Credit Committee, IFRS valuation documents presented to Manulife's Valuation Committee, and Annual Review documents presented to John Hancock's investment officers
- Participate with the team's Managing Directors in the analysis and documentation of the valuation of new private equity securities recommended to the Investment Committee
- Follow developments in IFRS and US GAAP relevant to private equity, mezzanine, and senior loan investments. Ensure that the implications to the Investment Division of such developments are well understood and that our accounting policies remain appropriate
- Work with the team's accounting staff and the firm's outside auditor in the preparation of quarterly and year-end financial statements for its funds
- Prepare periodic reports on overall portfolio performance for senior management
- Perform extensive analysis of a company’s financials, market position and competitive landscape
4
Experience For Senior Private Equity Funds Analyst Resume
- Create detailed financial models, investment analyses, and valuation models to support the justification of investments / acquisitions
- Exposure to the Real Estate/Property/Hotel sector
- Support investment team through investment process with preparation of relevant documents
- Previous and significant exposure to M&A transactions either with and Investment Bank or a Corporate Advisory Team
- Previous and significant exposure to M&A transactions (mainly on the Buy-side) within a top tier investment bank
- Experience at transaction (including accounting) advisory or private equity or strategy consulting firms/research firms with exposure to PE / the due diligence process or other aspects of financial markets great advantage
5
Experience For Senior Quant Analyst Private Equity Resume
- Good written and verbal communication skills. Fluent in both written and spoken Japanese, and in English; prior experience in an international environment desirable
- Excellent problem-solving skills, including the ability to structure a problem, disaggregate issues, identify root causes and recommend solutions
- Excellent analytical skills and modeling skills; ability to understand the relevant analysis required to prove a hypothesis and ability to gather information around it and make informed/logical assumptions where required
- Energetic, cooperative and pleasant personality. Able to work well in a team setting and responsive to feedback
- Experience in conducting research and due diligence, evaluating transaction opportunities, performing financial and valuation analysis, and producing “client ready” investment materials
6
Experience For Financial Analyst, Private Equity Resume
- Good knowledge and interest in private equity and venture capital
- Opportunities to grow your expertise, take on new challenges, and reinvent yourself—within the Firm
- Analytical and quantitative skills, with demonstrated ability to look comprehensively across quantitative and qualitative data sources to develop actionable insights
- Experience in building strong relationships with clients and stakeholders
- Prior financial analysis and/or operational analysis experience in merger & acquisition situations at a financial service, investment banking or private equity firm Proven success in contributing to a team-oriented environment
7
Experience For Analyst, Private Equity Accounting Resume
- Working in a small private equity team with opportunities to be involved in a broad group of activities
- Attractive opportunities for professional development within private equity but also in other alternative investment categories
- SAMCo offers competitive employment conditions
- An Ability to undertake financial analysis
- An ability to focus on detail and a passion for excellence
List of Typical Skills For a Private Equity Analyst Resume
1
Skills For Analyst, Private Equity Resume
- Excellent communication (written and oral) and interpersonal skills required
- Experience in investment banking or private equity
- Self-starter, able to work independently or as a team player, capable of building effective relationships
- Experience in investment banking and/or alternative investments, preferably with a concentration in renewable energy
- Demonstrated proficiency in financial modeling and analysis
- Good knowledge of financial data and sound understanding of financial analysis
- Private Equity experience
- Prior exposure to the energy industry
- Experience in Corporate Finance, preferably in a commercial real estate
2
Skills For Private Equity Data Analyst Resume
- International, FP&A, and/or M&A experience desired
- Conduct research Ability to multi-task and prioritise workflow in a detail-oriented environment
- Experience as an Analyst
- Strong understanding of applied investment and valuation analysis, and advanced knowledge of MS Office products (Excel, PowerPoint, Word)
- Experience as a private equity (fund) analyst
3
Skills For Private Equity Valuation Analyst Resume
- Sourcing, evaluating and executing potential fund and direct investments across illiquid asset classes
- Executing due diligence tasks in evaluating new and existing investment opportunities
- Performing extensive independent work in the development of financial models including valuation, M&A and credit modeling
- Performing valuations on a wide range of illiquid investments across industries and geographies using Markit’s valuation methodologies
- Reporting valuation results to clients and handling client queries
4
Skills For Senior Private Equity Funds Analyst Resume
- Working in an internationally oriented, dynamic and challenging environment
- Contributing to the design and enhancement of the financial models used to perform valuations
- Working with management to maintain client relationships
- Uncompromising with respect to quality in all regards with unquestioned integrity and ethics
- Willing to travel domestically and internationally less than 10%
- Conducting research to support the development of investment strategies and to identify transaction opportunities
- Outstanding quantitative and analytical ability
5
Skills For Senior Quant Analyst Private Equity Resume
- Conduct desk research using various online research tools, updating databases, and providing ad hoc reports to the team
- Develop, collect and manage Private Equity Data, including General Partners, Limited Partners, Fundraising data and performance data
- Build relationships with private equity firms and working closely with Sales, R&D, and Business as part of the on-going product development
- Develop detailed flexible financial models and while performing ad hoc financial forecasting analyses
- An understanding and passion for analyzing a business from an investor’s perspective
6
Skills For Financial Analyst, Private Equity Resume
- Fluent English and Mandarin speaker (reading and writing)
- Prepare financial models, analysing key financial trends and performance indicators and running returns analysis
- Assist in the monitoring and reporting on the performance of portfolio companies
- A genuine enthusiasm for issues relating to alternative investing
- Work closely with department heads in developing and reviewing financial models
7
Skills For Analyst, Private Equity Accounting Resume
- Work independently with a wide range of people, including internal and external customers, and meet deadlines while managing several assignments
- Assist in the structuring, capitalization, and closing of investments
- Participate in operational aspects of the business such as strategic and financial planning
- Maintain certain performance tracking metrics
- Proactive and high-energy with a hands-on approach to problem solving·
- Analyse market data to provide quantitative support for industry and company-specific research e.g. producing buyer lists
- A genuine interest in investing and in the private asset classes
8
Skills For Analyst, Infrastructure Private Equity Resume
- Capable of handling multiple tasks at a time
- Build partnerships across an organization and interface and facilitate interactions with engineering and business counterparts
- Economic and financial modeling of strategic projects
- Review legal documentations, including contracts, purchase agreements, and related documents
- Research and analyze financial data for the Bloomberg Private Equity Product
- Provide technical business analysis to teams across Global Data
9
Skills For Private Equity Financial Analyst Resume
- Work with our team to analyze, maintain and process all aspects of the datasets
- Expand data coverage and analysis in the global private equity market
- Be a self-starter, be curious, and have entrepreneurial spirit!
- Conduct research, analysis and due diligence of a variety of private equity investment opportunities; develop complex dynamic financial models and valuation analysis, including DCF, LBO, precedent transactions and comparable company analysis
- Participate in deal evaluation, including sharing views on overall deal attractiveness based on findings from diligence work
10
Skills For Private Equity Associate / Analyst Resume
- Work with internal and external parties to drive due diligence and deal execution
- Analyze and execute investment strategies
- Create investment committee memoranda to summarize analytic findings on transactions
- Develop, conduct and coordinate financial analyses, reports and presentations to facilitate making integral business decisions, including acquisitions and capital raising
- Conduct financial and business (e.g. industry analysis, competitive position, growth prospects) diligence and evaluate new developments and acquisitions
- Stay current on financial markets and competitive trends and use this expertise in the due diligence and evaluation process
- Results-oriented, with an ability to manage multiple projects simultaneously in a fast paced environment
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