Private Equity Resume Sample

These are some examples of job descriptions 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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