Private equity analyst
Resume examples

Multifaceted role requiring analytical and relations expertise to efficiently evaluate and explore investment opportunities.

• Facilitated high-profile acquisitions and harnessed invaluable insights by cultivating an extensive network of key players within the industry.
• Coordinated an executive team of financial analysts to thoroughly evaluate investment opportunities and successfully build client portfolios.
• Streamlined fund databases to optimize efficiency and whilst organizing resources and business insights to facilitate operational workflows.
• Facilitated cross-functional collaborations to expedite processes and grow returns.

Complex, data-intensive role, requiring financial research, analytical and relations expertise to build a valuable network of key industry players to promptly harness insights to build portfolios.

• Led routine meetings with clients to provide them with a comprehensive analysis of their current investment portfolio encompassing risk assessment, returns, etc.
• Leveraged relations expertise with build a valuable network of key industry players and manage relations with clients to gain and harness business insights.
• Utilized financial analysis and modelling expertise to track and analyze asset values and identify cost saving opportunities.
• Conducted extensive research and due diligence to promptly identify and explore opportunities, resulting in a 30% increase in return on investments.

Performed technical due diligence for $1B+ acquisitions and effectively recommended post-merger action, modeled integration costs, an appropriate mix of investments, potential risks, and opportunities using technical accounting expertise and researcher and executive interviewer skills to determine growth trends, quality net assets, financial statement analysis, and cash flows for Fortune 100 clients. Collaborated with Technology, Risk, and advisory teams on Private Equity projects.

• Launched Minneapolis Social Impact Community to promote the first national MBA case competition on social impact. Secured internal sponsorship, hosted the event, and created marketing materials.
• Led complex IT projects and provide guidance and direction to multiple executive stakeholders and external partners. Ensured profitable performance, efficient operations, improved sales, and profit margins.

Worked within a fast-paced environment to build client relationships and facilitate strategic financial plans.

• Leveraged research skills to analyze various market trends to facilitate strategic acquisitions.
• Participated in meetings along with superiors, top executives and boar members in the firm.
• Worked within a team of skilled associates to perform due diligence and evaluate the potential returns of investments
• Performed ad hoc duties as required to improve performance and optimize skills.