Description

Performance Equity is seeking to recruit an investment analyst to join its investment team in a highly visible role. The ideal candidate will participate as a generalist in a focused organizational environment with involvement in all aspects of the investment process. The firm promotes a culture that is highly collaborative and collegial. The structure is non-hierarchal with direct access to multiple investment partners, providing a comprehensive training and mentorship experience for ongoing career development. 

Location: Greenwich, CT - hybrid schedule (Tu-Th in office; M/F optional remote)

Role and Responsibilities:

•         Analyze and monitor the performance of fund managers and underlying portfolio companies.
•         Support the due diligence process by evaluating new private equity fund investments, direct co-investments , and secondary transactions.
•         Prepare, analyze, and explain historical and projected financial information.
•         Produce written reports and presentations for the investment committee summarizing investment recommendations and providing analytical support.
•         Support portfolio review and valuation process.
•         Assist in maintaining the internal fund and company database.
•         Complete analytical projects related to performance attribution, portfolio construction, investment strategy, and industry trends.
•         Assist with the preparation of client update and reporting materials.
•         Attend meetings with existing and potential fund managers.
•         Other duties may be assigned as needed.

Requirements

Experience, Skills, and Personal Qualities:

•         1-2 years of solid investment and/or analytical work experience, not including student internships.
•         Background in asset management, equity research, consulting, or accounting preferred.
•         Essential technical skills include background in investments, detail-orientation, and strong analytical, modeling, and quantitative skills. 
•         Successful initiative-taker with proven ability to manage demands of multiple projects in a fast-paced work environment, including ability to prioritize time efficiently and manage            heavy workloads while remaining attentive to detail.
•         Excellent interpersonal and communication skills with high integrity and professionalism. 
•         Demonstrated understanding of, or strong desire to further deepen knowledge of private equity, company valuation techniques, accounting concepts, and basic financial modeling.
•         Team player; collaborative and active contributor, with a “roll-up-your-sleeves” attitude.
•         Highly technical, critical, and analytical by nature. 

Education and Credentials:

•         An undergraduate degree in business, economics, or other analytical field from a leading educational institution (minimum GPA of 3.4). Pre-MBA applicants only.
•         CFA certification a plus

Compensation:

•         $90,000 - $110,000 annual base salary plus a discretionary bonus dependent on experience and other qualifications.
•         The firm offers a robust benefit package: a generous time-off entitlement; health, dental, and vision plan offerings with PEM paying the majority of the premiums; employer paid               short-term disability, long-term disability, and five times base salary in life coverage; a health reimbursement account with full funding of in-network deductibles for employees               and their families; and a 100% match 401k contribution.

* Candidates must have U.S. work authorization without sponsorship requirements, and ability to report in-person to Greenwich, CT Tu-Th weekly (Mondays and/or Fridays occasionally as  needed).