Private Equity Co-Investments Associate

SUMMARY

Join the Private Equity Co-Investments team as an Associate. The Associate will be involved in all aspects of private equity investments, including due diligence, transaction execution and investment monitoring. 

As an onsite/hybrid employee, you are expected to be in the New York office on Tuesdays, Wednesdays and Thursdays. 

RESPONSIBILITIES

The individual will be involved in the following critical activities:

• Play an active role in investment transactions from start to finish, including screening opportunities, conducting due diligence and monitoring investments post-close.  Due diligence process includes understanding company business models, researching industry and competitive landscape, assessing sponsor fit, analyzing valuation, sensitizing company operating models, and reviewing all third-party diligence reports.
• Prepare investment memorandums along with due diligence findings to internal committees and clients.
• Think as a principal investor, converting market knowledge and due diligence findings into well-developed investment recommendations.
• Partner with legal counsel to review deal terms, negotiate and execute investment transactions.
• Coordinate operational due diligence workflow and facilitate closing process.
• Support client relationship management through providing periodic updates on company/portfolio performance and drafting investor communications.
• Support fundraising efforts for private equity separate account mandates and commingled funds.
• Build and modify models for investment program cash flow projection, fund cash flow and return analysis, and co-investment return and sensitivity analyses.
• Supervise junior analysts/interns by training them on investment analysis and internal processes.
• Assist with special projects (business development, investor relations, strategic initiatives, etc.) on an as-needed basis.

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

The ideal experience and critical competencies for the role include the following:

• Bachelor’s degree in Finance, Economics, or similar with outstanding academic credentials, MBA preferred.
• 4-6 years of professional experience in private equity, investment banking or consulting/advisory.
• Outstanding verbal and written communications skills.
• Exceptional critical thinking, quantitative and analytical skills.
• Superior organization, decision making and problem solving skills.
• Outstanding project management skills and the ability to work effectively in a deal teams, often on several transactions or potential opportunities simultaneously, under tight deadlines. 
• Ability to balance multiple concurrent projects and work both independently and as a productive member of project teams.
• Desire to work in a dynamic, entrepreneurial organization.
• High degree of integrity.
• Dedicated work ethic and commitment to team and a goal-oriented environment.