Senior Associate, Private Equity, New York

Job Description

What you will do

• Research, identify, and evaluate potential private equity opportunities across the US financial sector as well as across global markets
• Develop a business network and sourcing capabilities within one or two of four key verticals (TMT, Business Services, Healthcare, and Financial Services)
• Build the competency necessary for the clients to execute and fulfil its investment objective
• Provide support to clients in investment decision making and investment monitoring processes
• Provide advisory and underwriting services for M&A, equity and leverage finance solutions by creating and analyzing detailed financial models
• Perform valuation analysis via public trading comparable data analysis, prudent transactions, DCF and LBO methodologies
• Provide assistance in preparing reports and recommendations to the Client's various committees
• Perform market sizing and forecast, assessment of competitive positioning, scenarios analysis, sizing and substantiation of operations efficiency improvement plan, including potential implementation challenges
• Perform business diligence and risk underwriting
• Perform management assessment pre and post transaction and recommended needed action plan
• Participate in the creation and implementation of a value creation plan following an investment
• Lead streams with external advisors, including but not limited to legal, commercial, and financial streams
• Build high quality, detailed yet flexible business plan, operations improvement and financial models to support deal underwriting and structuring efforts
• Participate actively on various boards (incl. compensation, audit, board of director, etc.)
• Summarize and explain DD findings from various advisor streams to internal and external stakeholders
• Design key performance indicators and reporting metrics to track the operational performance of the investment
• Provide opinions and appreciation of co-underwriter/investors on potential transactions
• Perform ad-hoc analysis to support transaction negotiations
• Develop analyst and associate team members in advanced modeling and other aspects of deal and analysis process
• Perform fundamental research and analysis of targeted corporations and sectors according to the investment strategy developed by the Client's portfolio manager
• Prepare documentation related to corporations and the portfolio (summary research report, synopsis sheet, financial model and evaluation, etc.)
• Track the progress of the financial results (quarterly and annual) of targeted companies
• Formulate opinions and recommendations based on various analysis conducted and then submit opinions and make appropriate and effective recommendations for sectoral and general portfolios
• Help develop effective systems for securities analysis and evaluation
• Participate in the legal documentation review process
• Maintain current knowledge on evaluation methods in their sector
• Communicate financial and business information effectively to various parties including other analysts and private equity fund managers, investment partners, and management of partner companies and investment targets.

Who you are

• Ambition
• Accountability
• Openness
• Collaboration

What you bring

• Bachelor’s degree in Economics or Finance or the foreign equivalent and two (2) years of experience in the job offered or a related occupation in private equity direct investment, strategy consulting, or investment banking
• Two years of documented experience using the following skills and competencies: Numeric market forecasts by segment, from macroeconomic analysis and industry trends
• Complex and flexible operational and financial models;
• Public trading comparable data analysis, prudent transactions, DCF and LBO methodologies
• Advanced Excel & PowerPoint with refined Think Cell charts
• International accounting rules (GAAP and IFRS)
• Fundamental investment analysis
• Software programs and databases for the financial market (Bloomberg, Capital IQ)
• Project financing or tangible assets
• Legal process for PE transaction (incl. Canadian & American)
• Fiscal reporting and structuring (US GAAP & IFRS)
• Fund/GP ecosystem and minority deal structuring
• International travel required once per month for business meetings (to Canada)
• Remote working or telecommuting permitted in all U.S. States, in accordance with company policy
• Relocation to the area within reasonable commuting distance of the job location is required.

Salary: US$230,000/year.

Send resume / cover letter to [email protected] ref #103330/00015

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Feeling that my role is important. Having fun every day. Growing in step with my ambitions. Earning compensation that reflects my contribution. That’s the professional experience CDPQ offers!

We carefully review each application and directly contact those selected for an interview.

CDPQ offers equal employment opportunities to everyone. Women, visible/ethnic minorities, Indigenous people and individuals with disabilities are all encouraged to apply. If you’re interested in this job and even if your application does not meet all the criteria, do not hesitate to apply or contact us!

CDPQ is also committed to promoting equity, diversity and inclusion as key values and sees them as a source of enrichment and pride for all its employees. Please let us know if you require adopted measures for the recruiting process.

CDPQ represents la Caisse de dépôt et placement du Québec and its subsidiaries.