Private Equity Analyst
Queens County, NY - USA
Job Summary
Position: Private Equity Analyst
Client Name: Tuckers Farm
Companys Website:
Location: Fully remote
Start Date: Immediately
Annual Compensation (Details below)
o Base salary: $60000 (depending on experience)
o Bonus: $40000 (based on performance and closed deals)
BACKGROUND
We are a low-profile value-oriented holding vehicle modeled after Berkshire Hathaway. The founders/investment team is comprised of value investors from Apollo Global Management ($80bn private equity group) and Viking Global Investors ($50bn hedge fund). We have various portfolio companies or platforms (also known as rollups aggregations or buy-and-builds). Each platform is capitalized with a long-term equity base and has the sole mandate of compounding cash flows for the long term primarily through M&A. We have a broad mandate and look for opportunities across industries geographies and the capital structure although our primary focus is on rollups.
We are seeking a full-time Private Equity Analyst to assist with our investment team (financial modeling market research presentation building) and our operations team (portfolio operation and fund administration). Main responsibilities are to assist the Investment Team and the COO across all aspects of private equity investments and portfolio operations.
SPECIFIC DUTIES AND RESPONSIBILITIES
An initial preview of the responsibilities & tasks are as follows (there will be more but this will give you a general sense of the roles & responsibilities):
o Financial modeling and asset analysis
o Collecting and analyzing company and market data
o Conduct market research and support investment theses (industry sizing comps competitor analysis)
o Track portfolio company performance and internal KPIs; build and maintain dashboards and reporting
o Handle fund administration tasks (capital calls wires investor tracking basic LP reporting support)
o Build and manage outbound target lists for sourcing (CRM management data gathering enrichment)
o Support ad hoc operational strategic and administrative initiatives as needed
IMPORTANT NOTE
At Tuckers Farm we hire for attributes and potential over specific experience or formal education. Were looking for hungry go-getter individuals who are excellent on the phone and have a drive to succeed in a career in finance & investing. Your experience could vary widely and we encourage applications from diverse backgrounds.
KEY ATTRIBUTES WERE LOOKING FOR
o Excellent verbal communication skills
o Hunger and drive to succeed in a fast-paced environment
o Ability to thrive without extensive structure
o Strong project management skills (i.e. superb at to-do-lists meticulous execution managing multiple workstreams and correspondence with brokers)
o Highly organized exceptional attention to detail and solutions-oriented
o Comfort with performance-based compensation
YOUR BACKGROUND MIGHT LOOK LIKE
o A soon to be or recent graduate with 0-2 years of work experience
o Sterling academic credentials
o Strong interest in private equity and operations
COMPENSATION STRUCTURE
o Base salary range of $60000 depending on experience
o Bonus of $40000 depending on performance and closed deals