Investment Analyst Internship

Investment Analyst Intern

Location: Newport Beach CA

Industries: Financial Services Accounting Private Equity M&A

Job Type: Part-Time (16 - 20 hours)

Education Level: Bachelors Degree or Masters Degree

Our Company

Founded in 1998 Harvey & Company is a buyside acquisition search and principal investment firm. We are a unique company in that we have advised the buyer on every one of our 1100 transactions including 166 in 2024. We proactively reach out directly to business owners and companies that align with specific investment and acquisition strategies that we are leading. Our core team is comprised of over 100 professionals dedicated to specific sectors within industrial manufacturing and services distribution healthcare business and financial services technology consumer and energy. For more information visit our website at ( Description:

We directly work with private equity groups and assist them in finding and evaluating companies that could be strong investments for their funds. On some of the deals we work on we have the opportunity to invest alongside our clients.

Over the past years we have averaged around 10 investments per year. The Investment Analyst Intern will support our firms co-investment activities across portfolio monitoring reporting and deal execution. This role will involve close collaboration with deal teams fund sponsors management teams and internal stakeholders to ensure accurate investment reporting compliance and smooth execution of transactions.

Job Responsibilities

Maintain portfolio company cap tables / ownership schedules that track contributions and distributions.

Track and analyze portfolio performance with financial updates and cash flows IRR and MOIC metrics.

Support financial statement review including P&L balance sheet cash flow and footnote analysis.

Assist in investment reporting and investor communications.

Coordinate legal documents / deliverables with external parties.

Provide support on new deal evaluation including financial modeling/sensitivity analysis and preparing memos.

Monitor clients / sponsors compliance with engagement agreements.

Assist in process improvements for reporting tracking and communication workflows.

Prepare materials for management group and other stakeholder meetings.

Perform ad-hoc analysis as assigned by your supervisor or his/her designee.

The Right Candidate

This is a great opportunity for someone who is looking to break into the private equity industry. You will have the opportunity to learn about the investment process of private equity groups participate in internal investment discussions and understand how financial and tax reporting work for these investments. If you consider yourself a self-starter intrinsically motivated and someone who strives for excellence in all you do and want to seize an opportunity at a reputable M&A firm that promotes growth and development we look forward to receiving your application!

Requirements

Knowledge of:

Investment concepts terminology models strategies and fundamentals

Statistical concepts methods and models and their application to investments

Tax compliance and legal documentation within an investment environment

Microsoft Excel (advanced functions financial modeling)

Bachelors degree from an accredited four-year college or university with major coursework in accounting finance economics or a related discipline. Masters degree / MBA and/or CPA/CFA preferred

Relevant work experience; the ideal candidate will have 1 years of experience in financial accounting/audit and/or an investment-related setting such as corporate finance / investment banking and/or consulting

Paralegal experience is a plus

Strong written and verbal communication skills

Excellent analytical and quantitative skills with attention to detail

Solid business acumen combined with sound pragmatic judgment and strong organizational skills

Compensation:

A reasonable estimate of the current range is $28 35/ hour based on experience.

The current range noted provides a basis to determine the appropriate offer dependent upon several factors including but not limited to experience skills and education.

This is mostly an in-office position requiring on-site training mentoring and collaboration.

Harvey & Company LLC is an Equal Opportunity Employer who is committed to maintaining an inclusive work environment. All qualified applicants receive consideration for employment without regard to race color religion sex sexual orientation age national origin disability veteran status gender identity pregnancy or any other legally protected status based on federal state or local law including national origin or citizenship.

Harvey & Company LLC is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process please contact for assistance.