job posting
just got this in my email - might help someone ![]()
enjoy!
Finance Analyst Position in a Private Equity Firm (NYC)
A mid-sized, New York City based real estate private equity firm seeks to hire an Analyst for the financeand reporting group. The group’s responsibilities vary but largely consist of portfolio and assetmanagement as well as investor communications. The analyst must have strong technological skills.This is an opportunity for a professional early in his or her career or college grad with limited experience (no more then 2 years) to move from a traditional investment banking, underwriting or accountingposition into a career with great autonomy and potential for growth. Successful applicant is interested in the investor relations and finance sides of the private equity industry. While the position does include evaluation and underwriting, it is not a feeder for a deal side role within the firm.
The group currently consists of the firm’s Global CFO, a VP, and 2 associates who have been working together for 5+ years. A candidate should expect a 3-6 month learning period, after which he/she will function relatively independently with additional responsibility.
BASIC FUNCTION
- To support the Finance and Reporting Team through organization of information, creating new databases to meet the expanding needs of investors and maintaining the accuracy of information in existing databases and historical records.
- Organize and respond to annual, quarterly and ad hoc investor and consultant requests for information on existing funds and investment vehicles.
- Coordinate and prepare quarterly, annual, capital call and distribution mailings to investors utilizing a CRM system.
- Participate in preparing quarterly reports and annual valuation books for investment vehicles.
- Assist with portfolio-wide asset valuations on an annual basis.
- Help coordinate firmwide performance results and projections to support marketing and fundraising team.
- Collect, aggregate, and update cash flow projections from deal teams to create cash management schedules for each vehicle on a bi-monthly basis.
- Work closely with Fund Accounting Managers to prepare financial statements, monitor fund level expenses, and communicate deal information.
- Actively manage the firm’s investor database using the in-place CRM system.
IDEAL EXPERIENCE AND QUALIFICATIONS
The ideal candidate should have the following:
- Undergraduate degree, preferably with some qualitative coursework experience
- some real estate, accounting or banking experience (absolutely no more than 2 years)
- Strong written and verbal communication skills
- Modeling and or valuation experience using excel
- Proficient in excel, including intermediate to advanced functions and conditional formulas
- Experience with Microsoft Access and or a CRM system
- Must be technology savvy and willing to learn new systems in a short period of time
- Ability to read and understand legal documents
- Ability to manage various personality types professionally
- Appreciation of a work/life balance necessary
PERSONAL CHARACTERISTICS
A successful candidate will be the following:
- A “doer” able to work hands-on in developing and executing a variety of requests ranging from the internal day-to-day, to the highly creative, external and visible; a professional who is organized, strategic and financially aware.
- A hard working team player who takes pride in his/her work product.
- Someone with strong analytical skills and fearless about aggregating and organizing data.
- Sound judgment and a good sense of humor.
- Poised enough to confidently work with high level professionals and strong personalities.
Compensation
Base of $60,000 and performance based bonus.
Please complete a cover letter in the format below and submit with your
resume to [email protected]
They also asked for this:
Please answer the following four questions in 200 words or less (each)
1. Explain your interest in working in private equity versus another type of firm within the financial services industry in 200 words or less
2. Tell us why you find real estate interesting in200 words or less
3. Tell us about a project that you led from initiation to completion (does not have to bework related) in 200 words or less
4. If you come in for an interview, what question would you like for us to ask you in 200 words or less
Finance Analyst Position in a Private Equity Firm (NYC)
A mid-sized, New York City based real estate private equity firm seeks to hire an Analyst for the financeand reporting group. The group’s responsibilities vary but largely consist of portfolio and assetmanagement as well as investor communications. The analyst must have strong technological skills.This is an opportunity for a professional early in his or her career or college grad with limited experience (no more then 2 years) to move from a traditional investment banking, underwriting or accountingposition into a career with great autonomy and potential for growth. Successful applicant is interested in the investor relations and finance sides of the private equity industry. While the position does include evaluation and underwriting, it is not a feeder for a deal side role within the firm.
The group currently consists of the firm’s Global CFO, a VP, and 2 associates who have been working together for 5+ years. A candidate should expect a 3-6 month learning period, after which he/she will function relatively independently with additional responsibility.
BASIC FUNCTION
- To support the Finance and Reporting Team through organization of information, creating new databases to meet the expanding needs of investors and maintaining the accuracy of information in existing databases and historical records.
- Organize and respond to annual, quarterly and ad hoc investor and consultant requests for information on existing funds and investment vehicles.
- Coordinate and prepare quarterly, annual, capital call and distribution mailings to investors utilizing a CRM system.
- Participate in preparing quarterly reports and annual valuation books for investment vehicles.
- Assist with portfolio-wide asset valuations on an annual basis.
- Help coordinate firmwide performance results and projections to support marketing and fundraising team.
- Collect, aggregate, and update cash flow projections from deal teams to create cash management schedules for each vehicle on a bi-monthly basis.
- Work closely with Fund Accounting Managers to prepare financial statements, monitor fund level expenses, and communicate deal information.
- Actively manage the firm’s investor database using the in-place CRM system.
IDEAL EXPERIENCE AND QUALIFICATIONS
The ideal candidate should have the following:
- Undergraduate degree, preferably with some qualitative coursework experience
- some real estate, accounting or banking experience (absolutely no more than 2 years)
- Strong written and verbal communication skills
- Modeling and or valuation experience using excel
- Proficient in excel, including intermediate to advanced functions and conditional formulas
- Experience with Microsoft Access and or a CRM system
- Must be technology savvy and willing to learn new systems in a short period of time
- Ability to read and understand legal documents
- Ability to manage various personality types professionally
- Appreciation of a work/life balance necessary
PERSONAL CHARACTERISTICS
A successful candidate will be the following:
- A “doer” able to work hands-on in developing and executing a variety of requests ranging from the internal day-to-day, to the highly creative, external and visible; a professional who is organized, strategic and financially aware.
- A hard working team player who takes pride in his/her work product.
- Someone with strong analytical skills and fearless about aggregating and organizing data.
- Sound judgment and a good sense of humor.
- Poised enough to confidently work with high level professionals and strong personalities.
Compensation
Base of $60,000 and performance based bonus.
Please complete a cover letter in the format below and submit with your
resume to [email protected]
They also asked for this:
Please answer the following four questions in 200 words or less (each)
1. Explain your interest in working in private equity versus another type of firm within the financial services industry in 200 words or less
2. Tell us why you find real estate interesting in200 words or less
3. Tell us about a project that you led from initiation to completion (does not have to bework related) in 200 words or less
4. If you come in for an interview, what question would you like for us to ask you in 200 words or less
