Secondaries & Primaries Analyst I San Francisco

The Role

The Analyst will focus on primary, early secondary and secondary investments, providing highly advanced support in investment functions including financial modeling, valuation analysis of private equity funds and companies, preparation of investment recommendations for Ardian’s global investment committee, as well as various ad hoc reports and projects as needed. 

Secondary fund of funds:

• Participate in investment opportunities sourcing effort

• Value and price equity interests in private equity funds and companies

• Prepare financial projections and transaction modeling

• Prepare investment recommendations

• Present to global team and Investment Committee

• Monitor investments and development vs. targeted performance

• Prepare reporting presentations to Limited Partners and Advisory Board

Primary fund of funds:

• Screen North American Private Equity market

• Compile information and conduct research

• Conduct due diligence (strategy, team, performance)

• Prepare investment recommendation

• Present to global team and Investment Committee

• Monitor portfolio through ongoing dialogue with managers & attendance of investors meetings Prepare reporting presentations to Limited Partners

Required Skills

• Drive for results, teachable, always delivers high quality work

• Deep understanding of corporate finance principles and how to analyze investment opportunities

• Very strong excel modeling skills

• Strong writing and memo-drafting skills

• Organized and motivated

• Strong analytical mindset

Profile

• Degree in Finance or other related field

• 1-2 years experiences in finance - investment banking, strategy consulting, or valuation

• Familiarity working with international teams and across cultures