Senior Research Associate - Private Equity - US

Description:

Responsibilities

- Due Diligence & Research: Conduct in-depth research on prospective companies, industries, and market trends. Analyze financial statements, business models, and competitive landscapes to understand key drivers and potential risks.

- Reporting & Documentation: Prepare investment memos, presentations, and other documents for internal review and consideration by the investment committee.

- Market Intelligence: Use data platforms like Bloomberg / CapIQ and other research tools to gather industry data, track market movements, and support the valuation process.

- Ad Hoc Projects: Provide assistance with a variety of projects as needed, such as portfolio company analysis, mergers and acquisitions research, and performance tracking.

Qualifications

Education: A Master of Business Administration (MBA) with a specialization in Finance is required. Candidacy for or attainment of the CFA Level III certification is highly advantageous.

Experience: 7-10 years of professional experience in buy-side investment research is necessary, with direct exposure to supporting private equity or hedge fund portfolio managers. Prior experience in a front-office research capacity is a significant advantage.

Technical Skills:

- Prior experience with financial data terminals, such as Bloomberg, is required.

- A high degree of proficiency in Microsoft Excel and PowerPoint is expected.

- Familiarity with AI-powered tools for research and data analysis is considered a plus.

Personal Attributes:

- Superior written and oral communication skills are essential.

- The ability to operate autonomously and manage multiple tasks is a must.

- The individual is expected to be proactive, self-motivated, and able to learn new information quickly.

- A team-oriented mindset and strong interpersonal skills are necessary for effective collaboration.