Private Equity Associates work as a team to initiate and continue the funding process of new private equity firms. Duties include reviewing potential transactions, analyzing investor and partner needs, analyzing and making financial decisions, and preparing reports. The top skills needed for this position are business management, market analysis, finance and accounting, problem-solving, data management, and decision making. A bachelor’s degree in finance or business administration is typically required for this position, but some companies may consider prior experience or other educational backgrounds.
The Best Private Equity Resume Samples
These are some examples of accomplishments we have handpicked from real Private Equity resumes for your reference.
Private Equity Associate
- Participate in all aspects of the investment process, including identifying new investment opportunities,due diligence, valuation, transaction structuring, and presenting investment recommendations.
- Build detailed operating models analyzing financial performance and potential returns.
- Work closely with senior management of portfolio companies on evaluating current performance,developing strategic plans and budgets and resolving financing, accounting and tax issues.
- Create and maintain comprehensive investment due diligence files.
- Utilize traditional and non-traditional internet research to identify potential investments as well as monitor existing investments.
Private Equity Associate
- Evaluated 200+ new investment opportunities, conducted due diligence and monitored portfolio companies as a member of a 15-person investment team managing $2.2+ billion of capital.
- Managed various aspects of the investment process, including diligence, valuation, negotiation, structuring and exit.
- Collaborated closely with management teams to make strategic decisions regarding sales strategy, capital structure, budgeting, corporate organization and acquisitions.
- Worked with International Investment Team to identify growth opportunities for existing portfolio companies in emerging markets.
- Managed deal execution, including coordination of legal, tax, accounting and other advisors.
Private Equity Associate
- Evaluate and execute leveraged buy-out (LBO) transactions, add-on acquisitions, and sales of existing portfolio companies.
- Prepared LBO models, investment memorandums, and assisting with all aspects of the due diligence and deal documentation process.
- Assist with the transaction financing process by creating bank models, creating lender term sheet grids, and creating covenant level proposals based on underwriting case.
- Coordinated with business development team to provide input on acquisition/divestiture opportunities.
- Designed and sourced investment opportunities, and presented deals to senior management team.
Private Equity Associate
- Executed a transformative merger between two call center based businesses .
- Assisted in the execution though market and operational diligence, the construction of an extensive financial, operational and merger model, management of legal documents and obtaining acquisition financing.
- Facilitated the post-merger integration and 100 day planning for the companies, which began with the development of long term strategic goals and moved into a series of immediate initiatives to assist the business in achieving its targeted growth.
- Assisted portfolio companies in conducting various forms of research and analysis to drive major strategic decisions.
- Conducted extensive industry research identifying new deals and expanding existing investment opportunities.
Private Equity Associate
- Series E Financing of Heptagon Advanced Micro-Optics alongside GGV Capital ($135 million).
- Served as direct liaison with GGV Capital and Heptagon management team in conducting due diligence.
- Prepared investment memorandum and presented investment thesis to regional and global investment committees.
- Leveraged Buyout of Globecomm, Inc. alongside Wasserstein & Co. Private Equity ($340 million).
- Prepared take-private valuation analysis inclusive of synergies and growth for proposed add-on acquisitions.
Private Equity Associate
- Built power plant operation model, forecasting returns as well as building a capital structure for various debt / equity investors.
- Raised $145MM total dollars in capital over 3 years, $45MM via equity sale, $85MM via mezzanine debt and a $15MM senior bridge loan.
- Worked with accountants and consultants to prepare $70MM tax equity sale to 3rd party energy companies in use for tax shield.
- Annually prepared and defended corporate valuations from auditors and investors, proving equity accretion over period.
- Successfully executed over $700 million in capital transactions, including divestitures, add-ons, recapitalization and buyouts.
Private Equity Associate
- Prepared business diligence reports on key operating factors such as customer-level profitability, facility-level profitability, business-unit profitability, capital expenditures, and real estate lease terms.
- Built a detailed valuation model incorporating multiple performance cases and supervised accounting diligence and the preparation of the “Quality of Earnings” report.
- Participated in legal negotiations, the review and revision of all transaction documentation, and the construction of management incentive programs.
- Advised portfolio companies on strategic alternatives, including mergers, sales transactions, recapitalizations and restructurings.
- Developed and executed an exit strategy for the business, including the construction of financial models to value the company at different time periods.
Private Equity Associate
- Created operating model by projecting out all 17 product lines by ASP and volume to determine top-line performance.
- Implemented a survey of over 1,000 experts and key decision makers to test consumer sentiment and brand reputation.
- Recruited over 50+ industry consultants for market due diligence to determine technological differentiation of the product.
- Formulated divisional headcount analysis to determine the optimal cost structure needed to operate as a standalone company.
- Managed a $17 million private equity seed round, including all legal and offering documents.
Private Equity Associate
- Performed due diligence on potential investments, including company, industry and market research.
- Analyzed instrument-specific discounted cash flow and comparable models to determine acquisition price.
- Interacted with PE managing partners to discuss investment rationale, strategy, and performance.
- Prepared weekly deal updates to board of directors and investors.
- Monitored portfolio company’s operational performance and developed strategies to improve operating margins.
Private Equity Associate
- Serves in a multipurpose role at a growing, entrepreneurial infrastructure private equity fund with committed capital of $300 million.
- Investor base includes public pension funds, insurance companies, corporations, and fund of funds.
- Tasked with total responsibility of the financial reporting and controller aspects of the funds, including management and review of all associated work streams, including capital calls, distributions, quarterly financial reporting, and cash management.
- Responsible for year-end coordination with auditors and footnote disclosures and implementing new controls and processes.
- Responsible for negotiating debt financing with banks, providing guidance on term sheets, setting up accounts with banks and negotiating loans.
Private Equity Associate
- Responsible for assisting all members through work in investment origination and portfolio monitoring.
- Responsible for delivering and updating financial models for acquisition targets and portfolio companies.
- Participated in lender and ownership meeting for a portfolio company in Fort Lauderdale, Florida.
- Responsible for all tax return filings including income, employment, sales, and excise taxes.
- Focused on the origination, diligence and monitoring of middle market direct investments in North America.
Private Equity Associate
- Weekly interaction with C-level executives; approve budgets, create / manage monthly reporting packages, identify financial trends to evaluate potential risks or opportunities, manage sale processes, brainstorm executive strategy meetings, etc.
- Source new investment opportunities from personal network, internet research and investment bankers.
- Assess opportunities through financial modeling, diligence calls with management, consulting Sopris’ industry contacts, online market research, use of personal network, etc.
- Create investment presentations for weekly partner meetings to discuss which pipeline deals to pursue.
- Led Pre-MBA professional development program to teach skills including resume writing, networking, interviewing techniques, career alternatives, effective presentation delivery.
Wrap Up
Resumes are a crucial aspect of any job search. In order to make a good first impression, it is important that your resume be formatted and written professionally.
Hope these samples gave you an idea of what your resume should look like and some tips on how to make sure that your resume stands out from the rest.
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