This range is provided by EGIS Careers. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$185,000.00/yr - $220,000.00/yr
Additional compensation types
Annual Bonus
Direct message the job poster from EGIS Careers
Recruitment | Investment Banking | Private Equity | Venture Capital | Management Consulting
Job Title: Private Equity Analyst/Associate
Location: Greenwich, CT (4 days/week in office)
About the Role:
We are seeking a high-performing Analyst/Associate with 2–3 years of experience in Audit, Transaction Advisory, or an Office of the CFO environment to join our client’s dynamic team. This opportunity is ideal for someone with a strong accounting foundation—preferably a CPA—and a passion for diving into complex financial data. The new hire will join a structured, two-year development program designed to groom future Partner-track profiles.
Key Responsibilities:
Deal Evaluation & Execution
- Conduct market research, industry analysis, and competitive benchmarking to support investment theses.
- Analyze potential investment opportunities through detailed financial modeling (LBO, DCF, comparables, precedent transactions).
- Participate in due diligence processes, including coordination with legal, accounting, and operational advisors.
- Prepare investment memos and presentation materials for internal committees.
- Assist with ongoing monitoring of portfolio companies, including financial performance tracking and KPI reporting.
- Support operational improvement initiatives in collaboration with management teams.
- Prepare internal reports and updates for investment team and LPs.
- Build and maintain complex Excel models to project future performance, evaluate return profiles, and assess risk.
- Conduct scenario and sensitivity analyses to evaluate investment outcomes.
Industry & Market Research
- Monitor trends across sectors and identify new investment themes and targets.
- Conduct in-depth research on specific companies, technologies, or verticals of interest.
Relationship Management
- Support deal sourcing efforts by maintaining relationships with bankers, brokers, and industry executives.
- Assist in organizing and attending management meetings, site visits, and conferences.
Qualifications:
- 2–3 years of experience in Audit, Transaction Advisory, or an Office of the CFO function.
- Strong preference for CPA designation or progress toward CPA.
- Excellent Excel skills and experience with financial modeling.
- Exceptional analytical, organizational, and communication skills.
- Ability to work independently in a fast-paced, high-performance culture.
- Must be willing to be in-office 4 days per week.
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
FinanceIndustries
Venture Capital and Private Equity Principals
Referrals increase your chances of interviewing at EGIS Careers by 2x
Inferred from the description for this job
401(k)
Medical insurance
Get notified about new Private Equity Associate jobs in Greenwich, CT .
Greenwich, CT $215,000.00-$240,000.00 5 months ago
Stamford, CT $70,000.00-$85,000.00 1 week ago
Fund Services - Hedge Fund/Private Equity Accounting Manager
Purchase, NY $95,000.00-$190,000.00 1 week ago
Investment Senior Associate or Vice President
Stamford, CT $80,000.00-$90,000.00 6 days ago
Wealth Management Client Service, Investment & Operations Associate
Stamford, CT $80,000.00-$90,000.00 1 week ago
Fund Onboarding and Servicing, Associate
Purchase, NY $57,000.00-$115,000.00 1 week ago
PEPI: Senior Associate, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS)
Fairfield County, CT $150,000.00-$200,000.00 1 week ago
Head of Financial Reporting - Private Equity
Greenwich, CT $200,000.00-$250,000.00 4 days ago
VP, Private Equity Technology Product Management
Greenwich, CT $85,000.00-$125,000.00 3 weeks ago
Opportunity for Financial Advisors / Stockbrokers Ready for a Fresh Start in Private Equity Real Estate
Vice President, Head of Private Equity Credit Risk
Stamford, CT $130,000.00-$205,000.00 2 weeks ago
Darien, CT $45,000.00-$80,000.00 5 months ago
Assurance Manager - Asset Management/Private Equity
Stamford, CT $105,000.00-$115,000.00 1 week ago
Alternative Investment Group Audit Associate | Fall 2026
Deals - FS Financial Due Diligence - Senior Associate
Stamford, CT $77,000.00-$202,000.00 5 days ago
Office Services Associate - Hospitality (Private Equity)
Greenwich, CT $120,000.00-$160,000.00 1 month ago
Senior Accounting & Operations Associate – Prominent Private Equity Firm
Fairfield, CT $135,000.00-$170,000.00 1 day ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr