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- Tasks: Research and monitor investments, conduct due diligence, and prepare reports for the Investment Committee.
- Company: Join a dynamic investment team focused on identifying and managing high-potential funds.
- Benefits: Enjoy opportunities for business travel and professional growth in a collaborative environment.
- Why this job: Be part of a small team making impactful investment decisions while developing valuable industry relationships.
- Qualifications: 2-4 years of fund research experience is required; prior experience is essential.
- Other info: This role involves regular market analysis and participation in Investment Committee meetings.
The predicted salary is between 36000 - 60000 £ per year.
PE Associate
The primary responsibility is research and monitor existing and prospect investments. This includes: conducting research on the market opportunity set, mapping relevant themes, creating and monitoring peer groups, help with the benchmarking. As a member of a small team, the PE associate additionally shares in routine tasks to monitor portfolio market values, and to prepare reports for the Investment Committee. Business travel required.
Existing Manager Monitoring (30%)
- Gather and maintain a thorough understanding of the invested funds.
- Conduct any further due diligence required.
- Monitor every invested fund.
- Regular written update of tracking reports, including the periodic reviews of opinion with respect to the manager.
- Help in the updating of the investment memorandum, reviews and bench marking reports and peer group analysis.
Prospective Manager Due-Diligence (40%)
- Contribute to generating new investment opportunities.
- Developing and maintaining relationships with a network.
- Screening prospective managers for further research.
- Scheduling due diligence meetings and responding to incoming meeting requests.
- Conduct further due diligence on prospective managers including:
- Collecting information about the manager’s team, process, and strategy, and constructing the data into useful records.
- Analysing track record of past investments.
- Planning and conducting meetings.
- Assessing research observations and conclusions.
- Contribute to the definition of the appropriate benchmarks and peer groups.
- Compare and contrast managers’ investment universe strategies and organizations, including strengths and weaknesses.
- Write new manager Investment Memos.
Co-investments due diligence (5-10%)
- Contribute to and generate new investment opportunities in overlap with existing managers.
- Collecting information about the investment opportunity, its management team, customers, competitors, suppliers and other stakeholders.
- Reviewing whatever data available on the co-investment, and considering fit
- Write co-Investment Memos, or termination reports.
General Market Research & Portfolio Risk (10%)
- Maintaining a thorough understanding of current investment markets.
- Prepare and present regular analyses on performance and on the risk profile
- Attend and participate in Investment Committee meetings. Draft Investment Committee meeting minutes.
2-4 years experience. Please do NOT apply if you do not have prior fund research experience or 2-4 years experience.
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PE Analyst employer: da Cunha Advisory
Contact Detail:
da Cunha Advisory Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PE Analyst
✨Tip Number 1
Make sure to familiarize yourself with the latest trends in private equity and investment strategies. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the private equity space. Attend industry events or webinars where you can meet potential colleagues or mentors who can provide insights and possibly refer you to opportunities.
✨Tip Number 3
Prepare to discuss specific examples of your past fund research experience. Be ready to explain how you conducted due diligence, analyzed investment opportunities, and contributed to decision-making processes.
✨Tip Number 4
Stay updated on the performance of various funds and market conditions. Being able to discuss current events and their impact on investments will show that you are proactive and well-informed.
We think you need these skills to ace PE Analyst
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your 2-4 years of fund research experience in your application. Detail specific projects or roles where you conducted market research, due diligence, or investment analysis.
Showcase Analytical Skills: Since the role involves benchmarking and peer group analysis, include examples of how you've successfully analyzed investment opportunities or created reports that influenced decision-making.
Tailor Your Cover Letter: Craft a cover letter that directly addresses the responsibilities outlined in the job description. Mention your familiarity with investment markets and your ability to maintain thorough understanding of portfolio risks.
Prepare for Business Travel: Since business travel is required, briefly mention your willingness and readiness to travel as part of your application. This shows your commitment and adaptability to the role's demands.
How to prepare for a job interview at da Cunha Advisory
✨Showcase Your Research Skills
Be prepared to discuss your previous research experiences in detail. Highlight specific projects where you conducted market analysis or due diligence, and be ready to explain your methodology and findings.
✨Understand the Investment Landscape
Familiarize yourself with current trends in private equity and investment strategies. Being able to discuss recent market developments or notable investments will demonstrate your passion and knowledge in the field.
✨Prepare for Technical Questions
Expect questions that assess your analytical skills and understanding of financial metrics. Brush up on key concepts related to benchmarking, peer group analysis, and performance evaluation to confidently tackle these inquiries.
✨Demonstrate Team Collaboration
Since this role involves working closely with a small team, be ready to share examples of how you've successfully collaborated in past roles. Emphasize your communication skills and ability to contribute to a team-oriented environment.
