What are the responsibilities and job description for the Investment Analyst - Private Equity position at South Florida Recruiters?
If you’re ready to jump into the private equity sector and build a solid foundation in investing, we’d love to hear from you. Our client based in Boca Raton, FL is expanding its team and is looking for a motivated Investment Analyst who’s eager to learn about the private equity business from the ground up. This is an entry-level role designed for someone who wants to be hands-on, work closely with senior investors, and gain exposure to all aspects of the investment process — from sourcing and diligence to portfolio management.
What You’ll Do:
- Build and maintain financial models to evaluate new investments
- Support due diligence, market research, and industry analysis
- Help prepare presentations and investment memos for the team
- Work directly with portfolio companies to track performance and support growth
- Manage data rooms and reporting tools for active deals
- Travel up to 50% for on-site diligence, portfolio visits, and industry events
What We’re Looking For:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field with a strong GPA
- No more than 2 years of experience in investment banking, private equity, M&A, or related finance roles
- Strong analytical and modeling skills with a detail-oriented mindset
- Self-starter who takes initiative, delivers high-quality work, and thrives in a fast-paced, entrepreneurial environment
Apply now or send your resume to resume@southfloridarecruiters.com.
Questions? Call us at (954) 582-4791.