Private Equity Senior Analyst

The ideal candidate for this role is intellectually curious, capable of analyzing complex data to identify risks and opportunities, and able to thrive in a fast-paced, collaborative team environment. This individual is motivated to contribute to and enhance the team’s investment approach through thoughtful analysis and innovation.

Responsibilities include

conducting due diligence on potential private equity investment opportunities and supporting the ongoing monitoring and reporting of the investment portfolio. The role offers significant latitude for initiative and independent judgment. The Senior Analyst will work proactively with the Private Equity Team and IMD staff and will report directly to a Private Equity Director.

This position will be filled at the Senior Analyst level.

Compensation

The TRS Investment Management Division offers an attractive compensation package consisting of base salary, annual performance incentive bonus, a defined-benefit pension plan as well as 401(k) and 457 retirement plans, and comprehensive benefits. Salary is commensurate with experience. Candidates must attach a resume to the application to be considered.

Please include relevant work experience, education and GPA in the resume. WHAT WILL YOU DO: Due Diligence and Analysis

• Performs due diligence and investment analysis to support evaluation of co-investments across multiple sectors and geographies, with a smaller portion of time spent evaluating fund investments.
• Evaluates the overall merits, risks, valuation, return profiles, and terms of Private Equity and Venture Capital transactions alongside investment partners, including but not limited to reviewing detailed company information, conducting in-depth industry analysis, completing reference checks, building complex financial (LBO) models, and performing valuation analyses (comparable and DCF) to assess overall transaction attractiveness.
• Communicates analysis of investment opportunities, results, and recommendations with the relevant team members and/or senior team via verbal and written reports and presentations, including preparing qualitative and quantitative reports, memoranda, and spreadsheets. Portfolio Monitoring
• Consults or coordinates with team members, analysts, investment accounting, legal counsel, custodian, and third-party advisors and consultants.
• Evaluates portfolio diversification by geography, sector type, and investment style.
• Assists with the development, monitoring, and reporting of diverse portfolio investments.
• Prepares reports related to performance, risk and other ad-hoc topics related to the PE portfolio.
• Develops and maintains professional relationships and contacts within the investment industry in order to conduct research and gain knowledge of appropriate investment opportunities.
• Utilizes TRS portfolio management systems such as Deal. Cloud and PowerBI. Performs related work as assigned.