Private Equity Finance Analyst
Please note: Candidates must have prior private equity experience, including three-statement modelling, valuation analysis, leveraged returns, scenario and sensitivity analysis, and investment underwriting. This is not an entry-level position; therefore, recent graduates will not be considered. Candidates must also be currently based in the New York metropolitan area. Applications requiring domestic or international relocation will not be considered.
We are partnering with a private equity firm investing in a unique and highly specialized asset class to appoint a Finance Analyst.
Reporting to the VP of Finance, with direct exposure to the CFO and senior leadership, this role will support the financial oversight of a $6 billion private equity fund. It offers a strong combination of fund finance, investment analysis, investor communication and deal execution.
Key Responsibilities
- Build and maintain detailed private equity investment models for new and existing investments.
- Perform valuation analysis, cash-flow forecasting, scenario analysis and sensitivity testing.
- Model investment returns, including IRR, MOIC, cash-on-cash returns and exit scenarios.
- Assess transaction structures, financing assumptions and the impact of leverage on returns.
- Analyze potential investments and present findings and recommendations to the CFO and senior leadership.
- Monitor portfolio performance against underwriting assumptions and identify key variances.
- Support the financial oversight and reporting of a $6 billion private equity fund.
- Prepare fund-level financial analysis and reporting in accordance with US GAAP.
- Produce investor reporting and respond to financial and transaction-related inquiries.
- Partner with investment, finance and operations teams throughout the deal-execution process.
- Improve financial models, reporting tools and analytical processes.
Key Requirements
- Experience in fund accounting, fund finance, transaction services or investment analysis.
- Strong knowledge of US GAAP and private equity fund structures.
- Advanced financial modelling and analytical capabilities.
- Excellent attention to detail and ability to manage multiple priorities.
- Strong written and verbal communication skills.
- Confidence presenting complex financial information to senior stakeholders.
- Commercial mindset with a genuine interest in investments and deal execution.
This is an excellent opportunity to join a growing private equity platform, gain direct exposure to senior leadership and investors, and develop experience across both fund finance and the investment process.
If interested please email me directly on [email protected]
