Private Equity Associate Resume Sample
Marlee Purdy
555 Adolfo Squares,
Phoenix,
AZ
+1 (555) 453 3255
Work Experience
Senior Associate, Private Equity
07/2016
-
PRESENT
Chicago, IL
- Support and encourage methods for driving innovation and change across the sector’s GTM strategy
- Maintain up-to-date knowledge on Global Private Equity issues, trends and long-term implications for EY’s brand in the sector and its Go To Market approach in particular
- Deliver on EY and BMC strategic priorities; align EY’s business priorities to Global Private Equity agenda, brand and revenue goals; achieve the desired results
- Assert own ideas and persuade others; gain support and commitment from others; mobilize people to take action; use creative approaches to motivate others to meet the sector’s strategic goals; engage with leaders effectively to gain sponsorship for activities
- Understand EY’s business; effectively navigate EY’s and BMC’s matrix organization to access, inform and engage the right people at the right time
- Solid track record in Global Investment Bank in Japan
- Prepare investment memoranda for the Firm’s Investment Committee
- Solid track record in Global Investment Bank or Global Strategic Consulting firm in Japan
Private Equity Associate
12/2009
-
03/2016
Chicago, IL
- Prepare / review consolidated financials for various funds having several SPV’s for holding offshore investments
- Understand and utilize RSM’s Audit Methodology
- Serves privately owned companies by performing financial statement audits and post-transaction advisory services
- Coordinates with the Manager, Senior Manager, or Partner on all phases of the engagement and on technical accounting consultations with clients
- Exercises independent, critical thinking skills with consideration of risk when determining engagement procedures and financial statement presentation
- Builds strong working relationships with client contacts and develops engagement team staff
- Interest in working with private equity investors and the management of their portfolio companies on business combinations, including closing net working capital negotiations, purchase price allocations, and fair value assessments
- Public accounting audit experience required
- Strong technical skills and the ability to research and apply accounting and reporting standards under US GAAP
Private Equity Marketing Associate Director
02/2006
-
06/2009
Phoenix, AZ
- Analyze financial data and developments in financial markets important to the business at Blackstone, with a key focus on Asia and especially Korea markets
- Act as point person for Korea transactions in addition to regional Asia transactions: work with senior management and coordinate analyst responsibilities
- Conduct research of targeted industries for investment purposes with a primary focus on Korea
- Perform valuation analyses of prospective investment opportunities under consideration, including the assessment of financial risks
- Compare a company's financial data with other companies of the same industry, size and location to forecast industry trends
- Design and develop quantitative models to assess the economic performance of targeted companies in Korea and Asia markets
- Prepare written analyses and evaluations of investment opportunities for use by Blackstone management and review by clients
- Oversee the execution of transactions
- Participate in both internal and external client meetings, negotiation of contracts and other agreements, and due diligence sessions
Education
Strayer University - Fredericksburg Campus
2000 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Interest in learning about the private equity industry; willingness to meet with and assess top buyout and venture capital fund managers; and be challenged in a demanding and rewarding work environment
- Strong quantitative skills including experience with financial modeling, financial analysis, valuation and accounting
- Fluent English speaker with strong communication, writing and oral skills
- High level of proficiency in Excel and outstanding financial modeling skills
- Self-motivating with a proven ability to perform in a fast paced environment, cope with changing priorities and meet deadlines
- Good interpersonal & team skills – Comfortable with consensus decision-making and working in a collaborative, team-based environment
- Solid financial modelling, valuation and research skills
How to write Private Equity Associate Resume
Private Equity Associate role is responsible for financial, research, accounting, valuation, interpersonal, modeling, reporting, presentation, english, excel.
To write great resume for private equity associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Private Equity Associate Resume
The section contact information is important in your private equity associate 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 Associate Resume
The section work experience is an essential part of your private equity associate 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 associate 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 associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Private Equity Associate resume experience can include:
- Excellent interpersonal and communications skills (oral and written), and able to interact across all levels of the organization
- Significant experience performing complex financial analysis, modeling, and company valuations, including discounted cash flow and comparable company analyses
- Experience in Principal Investing, Investment Banking, Restructuring, or other relevant areas
- Experience in investment banking, consulting, accounting, or finance
- Experience in investment banking, management consulting or related financial services
- Experience working in real estate finance, acquisitions, or investment banking
Education on a Private Equity Associate Resume
Make sure to make education a priority on your private equity associate 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 associate 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 Associate Resume
When listing skills on your private equity associate 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 associate skills:
- Solid, demonstrated oral and written communication skills
- Strong proficiency in Microsoft Office suite, with advanced Excel skills
- Effectively communicate, both verbally and in writing, with peers, senior team members and clients
- Prior Transaction experience in SEA market
- Excellent project management skill and ability to drive work streams under pressure with tight deadlines
- Demonstrate strong commercial judgment and ability to work independently
List of Typical Experience For a Private Equity Associate Resume
1
Experience For Senior Associate, Private Equity Resume
- Experience modeling complex transactions and investment structures
- Relevant work experience (Investment Banking, Private Equity, etc.)
- Managing and monitoring current portfolio investments and preparing portfolio progress reports
- Developing and maintaining relationships with private equity fund general partners and market intermediaries
- Assisting with overall management of the portfolio
- Assist with deal execution, including drafting and negotiating of deal documentation
- Support asset management of fund investments, including developing and executing business plans and involvement at the Board level
2
Experience For Associate, Private Equity Resume
- Manage key third party relationships, including law firms, auditors, consultants and financing providers
- Passion for and understanding of investing and the private equity industry
- A professional, positive attitude and capable of contributing to a dynamic and team-oriented culture
- Major in real estate, finance, accounting, or economics
- Willingness to learn in a demanding, fast-paced environment, often under pressure
- Analytical and critical thinking – Ability to identify and articulate key investment considerations and risks
- Oversee current portfolio companies and analyze potential exit opportunities
- Liaise with team leaders and work with analysts
3
Experience For Private Equity Marketing Associate Director Resume
- Preparation of sensitivity analysis, projections, forecasts, etc
- Interpret complicated financial information
- Preparation of the valuations for Private Equity Funds
- Develop the financial model and valuation for an opportunity
- Executive presence; able to articulate and defend investment thesis in the Investment Committee, and able to interact with portfolio company management teams
- Present due diligence findings to the Investment Committee and make investment recommendations
- Prepare investment committee materials and other transaction documents
- Contribute to a flexible, dynamic, and team-oriented working culture that fosters personal development and a positive attitude, and special projects as required
4
Experience For Emind FY CBS EYK Private Equity Supervising Associate Resume
- Manage key workstreams during investment due diligence
- Assist with idea generation and business development
- Contribute to a flexible, dynamic, and team-oriented working culture that fosters personal development and a positive attitude; and, Special projects as required
- Proactively research investment opportunities
- Assist with all due diligence execution relating to corporate private equity investments, including the review of business plans, market environments, historical financial statements, growth strategies, etc
- Prepare detailed Investment Committee memos and presentations
- Develop detailed financial and cash flow projection models
5
Experience For Associate, Private Debt & Equity Resume
- Monitor and analyze the financial performance of investments
- Support the development of new business initiatives in private equity for PIMCO
- Create sophisticated financial models of new acquisitions and developments
- Prepare and present investment committee memoranda
- Conduct market research and due diligence on a variety of potential transactions
6
Experience For Associate Accountant, Private Equity Resume
- Passion for real estate and finance
- Source and track new opportunities with external investment managers, including participation in fund due diligence including review of data room, detailed portfolio review and analysis, and fundamental research of portfolio holdings
- Meet with existing GP’s to receive updates to evaluate investment progress, team/organizational changes, strategy, and to receive updates on the state of the markets and potential investment opportunities
- Assist in the completion of sector reviews for our Distressed, LBO, Venture Capital and Energy portfolio segments
- Performing comprehensive analysis and developing recommendations on fund investment opportunities. Responsibilities include evaluating prior performance, reference checks, examining underlying portfolio investments, and modeling fund performance
- Performing comprehensive analysis and developing recommendations on co-investment opportunities. Responsibilities include analyzing companies and sectors, understanding critical value creation levers, and modeling potential outcomes
7
Experience For Private Equity, Senior Associate Resume
- Strong presentation skills – the ability to articulate an investment recommendation or industry thesis in a concise, organized manner
- Strong academic record from a competitive institution
- Excellent verbal and written communication in order to interact with internal and external investment professionals and executives
- An MBA, CFA or equivalent background
- Assists with business development and investor relations projects, such as maintaining up to date marketing and quarterly performance presentations, creating industry white papers, and liaising with the back office team
- Experienced in driving important piece of private equity investment, conducting complicated due diligence work, contributing to deal sourcing activities and working with company management effectively for value creations
- Demonstrated capability of working effectively with 3rd parties, including guiding the diligence focus, managing the process/ timetable of deliverables and providing feedback etc. Strong team player. Demonstrated capability of working closely with team members and deliver quality work under tight schedule
8
Experience For Associate Private Equity Sponsor Coverage Group Resume
- Strong intellectual curiosity and a faster learner
- Fluent in English and Mandarin; Both written and verbal communication
- Relevant work experience, with the following areas of particular interest: private equity, investment banking, M&A, leveraged finance, consulting, public accounting or corporate finance
- MBA, ASA or FSA
- CFA or significant progress towards
List of Typical Skills For a Private Equity Associate Resume
1
Skills For Senior Associate, Private Equity Resume
- Experience in Principal Investing, Investment Banking, Restructuring, or other relevant areas
- Experience with leveraged finance, consulting, public accounting, corporate finance or private equity
- Good understanding of different valuation methods
- High level of proficiency in Excel and strong financial modeling
- Experience in distressed situations and deep understanding of capital structure is an asset
2
Skills For Associate, Private Equity Resume
- 4 – 6 years of Financial Services Experience
- Financial Services experience
- Alternative investment experience
- Corporate credit experience with an insurance company or other asset manager
- Strong work ethic with ability to work independently and self-motivate
- Perform screening, due diligence, selection and monitoring of private equity investments, including partnerships, co-investments and secondaries
- Participate in managing Thrivent’s private equity relationships and sourcing new investment opportunities
- Or looking to undertake an accounting qualification
- Fluent/ Native English and Korean, with both writing and reading abilities
3
Skills For Private Equity Marketing Associate Director Resume
- Liaise with clients at all levels and managing existing relationships
- Proactive and innovative in reaching solutions and answering questions
- Assist in targeting and evaluating new investment opportunities
- Work with operating teams to be a key contributor in the planning and completion of due diligence
- Take a lead role in managing existing portfolio companies
- Keen interest in investing and restructuring
- Capable of supporting processes, pipelines, and communications tools for the secondary investments area of the group
- Currently studying or plans to study accountancy
- Understands anti-money laundering regulations and how to
4
Skills For Emind FY CBS EYK Private Equity Supervising Associate Resume
- Source or support the sourcing of investment opportunities
- Conduct and lead research, analysis and evaluation of a variety of private equity investment opportunities as well as contribute to the overall evaluation process; drive the development of complex dynamic financial models and valuation analysis, including DCF, LBO, precedent transactions and comparable company analysis
- Work with internal and external parties to drive due diligence and deal execution. Manage relationships with external advisors to achieve differentiated diligence insights
- Experience with reputed international/leading domestic firms – preference for professionals from project finance groups
- Strong interest and commitment to private equity investing
- Supervisory and/or financial reporting experience required
- Good knowledge of accounting principles, IFRS, FRS101 & 102 and US GAAP
5
Skills For Associate, Private Debt & Equity Resume
- Experience in distressed situations and a deep understanding of capital structure is an asset
- Experience in conducting due diligence is an asset
- Corporate lending experience with a commercial bank
- Audit or accounting experience with a CPA firm
- Investment banking, private equity or mezzanine fund experience
6
Skills For Associate Accountant, Private Equity Resume
- Collating detailed, up-to-date information about the Turkish economy and financial markets
- Willingness to work to meet demanding deadlines (when required)
- Team players who are comfortable working in a smaller office environment
- Create financial models; perform valuation models for existing and prospective investments
- Preparation of investment returns including performance track records
7
Skills For Private Equity, Senior Associate Resume
- Be adaptive and thrive in a fast-paced, changing environment
- Perform quantitative and qualitative analysis used to support the underwriting of potential investment opportunities
- Collaborate with members of the business development, client service and accounting teams to prepare presentations, pitches, responses to client requests, etc
- Comprehensive working-knowledge of Excel, PowerPoint, Word, etc
- Responsive to client needs and timing requirements
- Assess potential investments through financial modeling and company/industry research
- Monitor and assist in the management of existing portfolio companies
- Support the negotiation and execution of investment agreements and other transaction-related legal documentation
8
Skills For Associate Private Equity Sponsor Coverage Group Resume
- Work with team to grow CPPIB’s private equity business in Asia by contributing in investment origination, execution, asset management and team talent development
- Support investment origination by conducting industry and company research, contributing to development of potential investment themes, identifying attractive investment targets, building sector knowledge and network over-time
- Work with team and support the development of investment thesis and risks
- Manage and work with 3rd party advisors, when relevant to drive due diligence insights. Work with company management/manage relations to achieve differentiated investment angles
- Contribute to investment recommendation and approval process, including drafting investment recommendations, presenting to investment committees and answering committee questions
- Contribute to PEA’s asset management efforts by monitoring on-going financial performance of portfolio companies, participating in specific value creation initiatives when appropriate, reviewing valuations of portfolio companies periodically, coordinating with other internal groups on asset management related matters
9
Skills For Private Equity Senior Associate Resume
- Experience with Big 4
- Experience with analysis and execution of all deal types within PE arena
- Demonstrated track record within PE
- Support the management and enhancement of relationships with key stakeholders, including investment partners, advisors and portfolio management teams etc
- Support the monitoring and evaluation of potential exit alternatives
- Contribute to the development of junior team members by providing timely feedback and on-the-job coaching. Participate in organizational level initiatives such as Inclusion & Diversity to enhance CPPIB culture
- Participate in and contribute to group level and department meetings
- Have at least 3 years of front-office experience in Financial Services sector preferably in Infrastructure sector in Investment Banking/PE Funds/Project Finance/Equity Research
- Willingness to travel essentially in SE Asia
10
Skills For Audit Senior Associate, Private Equity Resume
- Conduct industry research, articulate opinions and write clear and concise memoranda on investment opportunities
- Willingness to work 50+ hours / week, occasionally on weekends, and travel up to 10% of time
- A team-oriented approach and an ability to interact productively within a diverse small company environment
- Able to mentor Analysts
- Flexible, ability to work independently and takes initiative
- Exposure to Private Equity Fund Administration an advantage but not essential
- A professional, positive attitude and ability to contribute to a dynamic and team-oriented culture
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