Core Responsibilities
• Assess and execute various investments in public and private companies and structured
financial instruments
• Conduct and collect research on complex economic issues and use big picture understanding to prioritize workflow
• Demonstrate sophisticated modeling capabilities and consistently create minimal to
zero-defect models
• Originate creative and insightful analyses and articulate key implications and take-
aways; is highly resourceful in diligencing difficult issues
• Present research and write quality IRC memos requiring minimal revisions
• Perform quantitative and qualitative analyses such as: detailed valuation and
financial modeling, strategic evaluation, and company/management due diligence
• Assist in conducting all aspects of due diligence, including financial, legal, tax,
accounting, strategic, and deal structuring issues
• Articulate and comfortable speaking within larger group forums; can lead discussions
in external meetings and has well thought out points of view which often influence
thinking of teams
• Conduct financial economics research by reviewing relevant and statistical data,
anecdotes, and illustrations for various investment topics, themes, case studies and
industries
• Assist in monitoring current investments, interacting with the senior management of
portfolio companies, and assisting in the evaluation of strategic development,
operational and financial alternatives, add-on acquisitions, planning and budgeting
processes
Required Qualifications
• Highly motivated and able to manage multiple projects simultaneously with attention to
detail and a sense of urgency
• Strong analytical and quantitative skills; demonstrate writing, presentation, and
research abilities; proven leadership experiences; and comfort working in a high
functioning team environment
• Knowledge of private equity investing (including financial analysis) as well as
previous experience at a top tier private equity firm or investment
bank are required
