Analyst/Associate, Valuation & Strategic Analysis

Firm Overview

PSG Equity is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic opportunities, and build strong teams. Having backed more than 160 companies and facilitated over 530 add-on acquisitions, PSG Equity brings extensive investment experience, deep expertise in software and technology, and a firm commitment to collaborating with management teams. Founded in 2014, PSG Equity has since raised over $30 billion in capital and operates out of offices in Boston, Kansas City, London, Paris, Madrid and Tel-Aviv.

Applicants must be authorized to work for an employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position.

Position Overview

The role of Analyst/Associate on the Valuation and Strategic Analysis (VSA) team provides an excellent opportunity for a finance professional to see all facets of the private equity industry.  As a member of the VSA team, one of your primary responsibilities will be to assist with the quarterly valuation of PSG’s portfolio companies, in accordance with ASC 820. You will also work with all other teams within the company, assisting with various projects. Some of these projects include portfolio monitoring, fund performance analysis, ad hoc LP requests, fundraising, and benchmarking.

The pay range for this position is $75,000 to $125,000 annually. The estimated salary range reflects an anticipated range for this position. The actual base salary offered may depend on a variety of factors, including the qualifications of the applicant for the position, years of relevant experience, specific and unique skills, level of education attained, and certifications or other professional qualifications.

Responsibilities

• Assisting with valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches and theory

• Preparing valuation-related materials for financial reporting and fundraising purposes

• Performing in-depth industry and market research

• Working in conjunction with deal teams to gather financial information data pertinent to the portfolio companies

• Responding to investor and due diligence requests

• Creating ad hoc reports for various departments throughout the firm

• Assisting in preparing and presenting the results of each analysis in a clear and concise manner.

Ideal Experience and Competencies

• Bachelor’s degree in Finance, Accounting, or Economics

• CFA, MBA or other advanced degree preferred

• 1 – 3 years’ experience, preferably in a valuation role

• Strong analytical, comprehension and problem-solving skills, as well as strong verbal and written communication skills

• Experience with OPM / contingent claims analyses is a plus

• Ability to prioritize tasks, work on multiple assignments and manage changing assignments in a team environment

• Strong Excel skills

• Experience coordinating with various teams in investment management is a plus (e.g., tax, accounting, compliance, etc.)

Benefits and Perks

At PSG, we are committed to providing excellent benefits that show our deep appreciation for the hard work of our team. Our current benefits offerings include:

• Comprehensive medical, dental, and vision insurance, paid for 100% by PSG

• Retirement savings plan with PSG match contribution and discretionary profit sharing

• Short- and long-term disability and life insurance policies

• Flexible spending accounts for health, commuting, and dependent care

• Competitive paid vacation and paid holidays

• Paid parental leave

• Tuition reimbursement program

• Employee Assistance Program

• Partnership with Maven for family planning and parenthood support, support including fertility & family building, maternity & newborn care, and parenting & pediatrics

• Personal training sessions with our Director of Health & Fitness

• Beautiful office space in the Fenway area with a state-of-the-art gym

• Lunch 3x/week, snacks, coffee, and other beverages available to all employees

PSG Equity L.L.C. (the “Firm”) is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practice laws. The Firm strictly prohibits and will not tolerate, condone or allow discrimination or harassment with respect to any employee or applicant for employment in matters of hiring, promotion, transfer, disciplinary action, termination, compensation, fringe benefits or other terms and conditions of employment on the basis of race, color, religion, creed, age, national origin, ancestry, alienage or citizenship status, sex (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender (including sex stereotyping, gender identity, gender dysphoria, gender expression, or transgender status), sexual orientation, disability (including physical disability or mental disability), military or veteran status, familial status, partnership status, or marital status, or any other status protected by relevant federal, state and local laws. All employees are prohibited from engaging in unlawful discrimination.