top of page

Private Equity Analyst

Hanover, MD, USA

Job Type

Full Time

About the Role

Reporting to the manager of the Private Equity group specific job duties of the Analyst will include:
• Developing detailed financial models for financings
• Deal execution and on-going portfolio management
• Assisting in due diligence for potential new investments, including market research and analysis of industry trends, financial modeling, and valuation
• Analyzing operational forecasts and budgets for active and potential investments
• Developing presentation materials for the firm and its portfolio companies
• Tracking industry statistics and maintaining quarterly and semi-annual internal databases
• Supporting new acquisitions post-investment


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • Bachelor's degree required. Financial or Accounting degree preferred.

  • Two years of financial experience in a similar industry and functional role

  • Excellent analytical, research, and organizational skills

  • Superior work ethic, strong desire to learn, and uncompromising attention to detail

  • Collaborative and proactive approach with the confidence and capability to act autonomously

  • Knowledge of valuation methodologies

  • Proficiency in Microsoft Office, especially Excel with significant financial modeling experience

  • Experience preparing detailed financial models and company business valuations including in-depth experience forecasting balance sheets, statements of cash flow, and statements of profit and loss, including the linking of all three statements in one dynamic model

  • Travel for new investment opportunities or portfolio company support

  • Full understanding of financial statements

  • Self-motivated with high degree of critical thinking, proactive mentality, and desire to work in an unstructured, entrepreneurial environmentt

  • High level of integrity with strong references

  • Outstanding written and oral communication skills

bottom of page