Private Equity Analyst

Position Overview: Keswick Partners is hiring a Private Equity Analyst to join its growing team. We are looking for someone who is self-motivated, entrepreneurial, and mission-oriented. Keswick is a small, tight-knit group that is passionate about supporting entrepreneurs in the growth and development of their businesses. We envision a similar path for the Analyst to become established within the firm and to have an internal desire to advance within the Keswick organization over time.

Job Title: Private Equity Analyst – Full Time

Job Location: Tampa, FL

Start Date: Flexible, but targeting Spring 2026

Compensation: Competitive base salary commensurate with experience, plus a discretionary annual bonus tied to individual performance and firm results

Position Duties:

• Leading core components of the deal underwriting process, including deal structuring, due diligence, and facilitating investment committee and prospective lender requests to understand the unique risk and opportunities of each respective investment opportunity, driving deals to a close
• Developing projections, forecast models, and monthly budgets for prospective and current portfolio companies
• Analyzing company trends, including monitoring revenue and cost trends (i.e., price vs. volume growth, new vs. existing customer trends, drivers of profitability, etc.), working capital levels, and other financial statement items for current portfolio companies and potential targets
• Preparing internal and external underwriting presentation materials for the Keswick investment committee and other third-party transaction participants
• Interacting with portfolio company senior management teams to develop and improve monthly reporting packages, board presentations, budgets, implement strategic initiatives, and assess return on investment / payback period for capital expenditure proposals
• Performing industry research, market analysis, and calls with subject matter experts to evaluate growth prospects, understand industry and company-specific nuances, and the competitive landscape for new deal opportunities and growth options for existing portfolio companies
• Participating in general Keswick origination efforts, including identifying, screening, and evaluating new deal opportunities, participating on calls with investment bankers and prospective business owners, and preparing pitchbooks and other company marketing materials
• Managing virtual datarooms in support of new investment opportunities, including reviewing all information uploaded to the VDR and synthesizing it for senior deal team members, noting the key takeaways, risks / mitigants, and opportunities as they relate to the new investment opportunity
• Assisting the Keswick team with general administrative duties

Qualifications:

• At least one year of investment banking and private equity experience is preferred (a minimum of a strong investment banking or private equity internship is required)
• Strong background in finance and accounting with the ability to build a three-statement operating model independently and have a working knowledge of LBO models  
• Extensive experience with Word, PowerPoint, and Excel is mandatory
• Self-sufficient individual who has a strong work ethic and places a high value on delivering a quality work product
• Desire to work in an ethical, entrepreneurial environment where advancement opportunities exist

Firm Overview: Keswick Partners is a private equity firm founded to serve business owners and management teams in the lower middle-market. We are investing out of our $100 million fund, making majority and minority equity investments in distribution, service, and manufacturing companies across the United States with $2 million to $6 million of EBITDA.  Our investment team, based in Tampa, FL, and Charlotte, NC, has worked together for over 15 years, providing liquidity solutions and management equity opportunities to founder-owned and family-owned businesses. We look to partner with talented, passionate management teams to support them in the continued growth and development of their companies. Please visit www.keswickpartners.com for more information.

Next Steps: Please submit your resume either to the LinkedIn job posting or email it to Dan Drew (dan@keswickpartners.com) with the subject line “Keswick Analyst Position Application – [Your Name]. The extent to which you feel it would help your candidacy, you can provide additional information, such as a cover letter or previous sample projects (this is not a requirement for consideration for the position).