At a Glance
- Tasks: Analyse data and support strategic growth in Private Equity partnerships.
- Company: Salesforce, the leading AI CRM company driving workforce transformation.
- Benefits: Flexible work options, competitive salary, and resources for personal growth.
- Other info: Inclusive workplace with opportunities for career advancement and personal development.
- Why this job: Join a dynamic team and make a real impact in the world of AI and business.
- Qualifications: Experience in private equity or consulting, strong analytical skills, and excellent communication.
The predicted salary is between 50000 - 70000 £ per year.
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
As a Senior Analyst on our Private Equity Practice team, you will support the growth of Salesforce's strategic Private Equity (PE) partnerships across EMEA — working directly with our senior PE relationship managers to deepen partnerships, accelerate value creation, and scale the team. You will lead quantitative and qualitative analysis across PE firms' portfolios, develop points of view on value creation opportunities, and contribute to customer-facing engagements.
Responsibilities:- Conduct thorough data analyses and deliver actionable insights to senior leaders at Salesforce and our clients; own strategic projects that support the overall growth of the Private Equity Practice, including portfolio performance reviews and market research on fund cycles, investment approaches, and digital transformation strategies.
- Support Private Equity due diligence processes and help portfolio companies quickly develop growth strategies for carve-outs and new acquisitions, including rethinking business and operating model opportunities aligned to Salesforce capabilities.
- Support senior team members in maintaining relationships with strategic Private Equity partners, acting as an advocate for the partnership both within the PE firm and at Salesforce, and supporting the execution of go-to-market plans with clear success metrics.
- Bring together Salesforce product specialists, solution engineers, account teams, and industry experts to support value-selling approaches tailored to the transformation needs of individual portfolio companies.
- Professional experience, ideally with exposure to private equity, venture capital, management consulting, enterprise software, or digital transformation.
- Strong analytical skills with proficiency in Google Sheets and Excel; ability to communicate complex data clearly to senior executives.
- Excellent professional English communication and interpersonal skills, with a track record of building relationships and delivering results in complex, cross-functional teams.
- Experience working with international clients or on international teams, with the ability to operate effectively in a fast-paced, ambiguous environment.
- Degree in Economics, Finance, Accounting, or Management.
- Experience in enterprise digital transformation in a B2B or B2C context.
- Understanding of current SaaS market dynamics and trends in Agentic AI.
- Basic knowledge of Salesforce CRM Analytics and Tableau.
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination.
Private Equity Analyst employer: Salesforce, Inc.
Salesforce is an exceptional employer, offering a dynamic work culture that champions innovation and collaboration. With flexible office arrangements in London, employees benefit from a supportive environment that prioritises personal growth and professional development, alongside comprehensive benefits that promote work-life balance. Join us to be part of a forward-thinking team that values diversity and empowers you to make a meaningful impact in the world of AI and customer success.
StudySmarter Expert Advice🤫
We think this is how you could land Private Equity Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Private Equity Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Salesforce, Inc..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Salesforce, Inc.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Salesforce, Inc.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Salesforce, Inc..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Salesforce, Inc. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Salesforce, Inc. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
