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EGIS Careers

Private Equity Associate

EGIS Careers, Greenwich, Connecticut, us, 06831

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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 Finance Industries Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at EGIS Careers by 2x Inferred from the description for this job

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