Analyst/Associate - Private Equity Portfolio Operations

We are a boutique management advisory firm focused on helping private equity clients achieve value via acquisition diligence and portfolio company optimization. We work closely with investment teams and their portfolio company executives at granular levels to provide thoughtful and in-depth functional and sector expertise.

The firm seeks an Analyst/Associate to directly support the company’s Managing Partner. This position requires strong analytical, communication and organizational skills and the ability to effectively engage with senior clients, advisors, and other high-profile audiences with a high level of finesse, diplomacy and professionalism. The position requires the ability to present oneself in a highly professional manner, well developed written and oral communication skills, and a responsive, flexible and thorough approach to work. This person must have the ability to instill confidence and work well with a wide variety of people. The work requires a high level of discretion and often requires the use and handling of confidential information.

The successful candidate is an intelligent, creative, and motivated individual who has demonstrated a high degree of achievement via 1-3 years of experience at a top-tier investment bank, private equity firm, accounting firm, or consultancy. The successful candidate will be expected to learn quickly, manage a significant workload under tight deadlines, and flourish in a team-based environment.

• Solve complex problems under tight deadlines by transforming data into meaningful insights
• Analyze operational performance and commercial opportunities for assigned companies to drive revenue growth and margin improvement
• Integrate with portfolio company counterparts across a spectrum of projects
• Determine appropriate financial measures used to report and evaluate the business.
• Collaborate with client FP&A teams to determine appropriate financial measures used to report and evaluate business performance as well as build budgets, quarterly forecasts and variance analysis
• Assess potential acquisition targets via commercial and financial due diligence
• Develop presentation materials to concisely articulate detailed analysis for investors and portfolio company management teams
• Assist in the preparation of quarterly board materials and other key company presentations
• Work with executive admin staff to optimize Managing Partner’s schedule by planning and scheduling meetings, conferences, teleconferences, arranging travel and preparing expense reports.
• BS/BA in Finance, economics, engineering, accounting, computer science, or a related field from a top university.
• 1-3 years’ experience at a top-tier investment bank, private equity firm, accounting firm, or consultancy.
• Strong modeling and analytical capabilities including fluency with Excel
• Proficient in the use of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Self-starter who takes ownership and can lead/manage projects independently
• Industry experience within energy, logistics, financial services, or technology (preferred)

Job Types: Full-time, Part-time, Contract, Temporary

Application Question(s):

• Please provide a link to your LinkedIn profile
• Please list the investment bank, private equity firm, accounting firm and/or management consultancy where you gained this experience
• This hybrid position is in office four days per week. Are you currently located in the Dallas-Fort Worth Metroplex within daily commuting distance of Westlake?

Experience:

• investment banking, private equity, accounting firm: 1 year (Required)

Work Location: In person