Pacific Executive Search · 1 day ago
Private Equity Associate
Pacific Executive Search is seeking an Associate in Private Equity to join their dynamic and collaborative team. In this role, you will conduct financial analysis, develop financial models, and engage with senior management at portfolio companies to drive investment strategies and support growth.
Staffing & Recruiting
Responsibilities
Conduct thorough financial analysis of prospective portfolio companies, reviewing and interpreting financial statements to assess investment viability
Develop and maintain robust financial models, including stress-testing scenarios to support due diligence and investment committee presentations
Analyze key operational metrics to evaluate business performance and identify value-creation opportunities
Perform in-depth industry and market research to uncover trends and competitive dynamics that inform investment decisions
Engage with senior management at portfolio companies to monitor performance and assist in strategic initiatives
Manage deal-flow by maintaining and updating the CRM database to ensure effective pipeline tracking
Support marketing efforts to foster new relationships and generate proprietary deal flow
Qualification
Required
1–4 years of experience in accounting, consulting, or investment banking/finance, preferably with a background in Transaction Advisory Services or Due Diligence
Proven proficiency in financial modeling and advanced Excel skills, demonstrating strong analytical capabilities
Excellent written and verbal communication skills, with the ability to simplify complex analyses for senior stakeholders
Outstanding academic record; progress toward CPA designation is a plus
Preferred
Experience with ERP systems such as SAP or NetSuite
Familiarity with acquisition integration, revenue recognition, or ASC-742
A high level of maturity, integrity, and interpersonal finesse, with exceptional organizational skills to manage multiple priorities effectively