Private Equity Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the private equity job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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L Herzog

Lucio

Herzog

475 Rippin Lake

New York

+1 (555) 151 8159

475 Rippin Lake

New York

Phone

p +1 (555) 151 8159

Experience Experience

San Francisco, CA

Private Equity

San Francisco, CA

Lockman-Pollich

San Francisco, CA

Private Equity

Facilitate database management and assist with requests for information, request for proposals and other client service requests
Create customized graphics and charts from raw data provided by investment and marketing teams
Provide support for and effectively communicate broad overall company initiatives and goals to managers and staff within span of control
Manage relationships with management teams and corporate and financial sponsor partners
Develop and construct financial models and perform financial analysis
Assist other team members to measure and monitor the performance of portfolio companies, as well as help to implement operational changes
Assist in conducting asset due diligence

Chicago, IL

Private Equity Accountant

Chicago, IL

Beahan LLC

Chicago, IL

Private Equity Accountant

Providing client service on a multitude of matters including recording and analyzing transactions, reconciliations, and preparation of work paper packages
Maintaining all financial data in the investment database
Working on quarterly Credit Suisse Firm reporting process including the consolidation of entities’ financial statements into CS’s books and records
Maintaining and updating investment data (number of shares, location of securities, country of origin)
Posting all journal entries and prepare monthly trial balance reports
Working with internal and external tax teams in order to facilitate the preparation of the fund’s annual tax returns and filing of K-1’s
Preparing and issuing quarterly and year-end financial statements, in accordance with US GAAP for each entity

present

New York, NY

Senior Administrator, Private Equity

New York, NY

Rodriguez, Hahn and Hayes

present

New York, NY

Senior Administrator, Private Equity

present

Critical background knowledge of entities worked on
Bookkeeping / Cash Management
Understands cash management procedures for specific entities
Assists junior staff with bookkeeping entries
Client Reporting
Liaises with financial institutions receiving or making payment of funds
Liaises with client and investors regarding receipt/payment of monies

Education Education

Bachelor’s Degree in Accounting

Quinnipiac University

Bachelor’s Degree in Accounting

Skills Skills

Ability to quickly assimilate information and ability to work on multiple assignments while keeping to tight deadlines
Strong knowledge of Bloomberg, financial reporting and financial products (ie: equities, futures, fixed income)
Strong analytical and conceptual skills
Excellent communication and teamwork skills
Effective research and analysis skills with attention to detail
Ability to work in a time-sensitive environment and meet tight deadlines
Ability to multi-task and work in a fast paced environment
Technical proficiency in Microsoft Excel
Ability to build and manage relationships with a variety of internal and external stakeholders and across various levels of management
Excellent communication skills; at ease presenting and explaining complex investment information

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IM AD Application Developer / Private Equity Resume Examples & Samples

Analyze potential risks and benefits in using specified solutions to address business requirements
Design, develop, code, test, debug and document
Review design and functional specification prepared by other team members
Collaborate with team and come up with solutions for any identified problem by team
Coordinate with end users during User Acceptance Testing
Act as an escalation point for application support team
Analyzing and documenting problems, recommending solutions, and initiating corrective action
Bachelor’s degree in Computer Science
Hands on experience in J2EE technologies and SQL
Demonstrated high level understanding of installed applications and successful IT project delivery
Java J2EE technologies (e.g. Core Java, JMS, JTA, JavaScript, JSP, JQuery, JQGrid etc.)
Extremely hands-on with open source web technologies like Apache, Tomcat, Spring, MyBatis, Hibernate, Atomikos etc
Has exposure to web application using Ajax/JSON
Familiarity with Source Code management techniques/tools for software management (SVN/CVS). Knowledge of release management, Automated Build and Deployment such as Jenkins and Hudson
Knowledge of messaging middleware such as Websphere MQ
HTML/XML

Private Equity China Resume Examples & Samples

1 to 3 years of hands on deal experience, ideally from Investment Banking or Private Equity
Strong financial modeling and English report writing skills
Excellent oral and written communication skills and the ability to read, write and speak Mandarin is essential

Director, Private Equity Resume Examples & Samples

Bachelor’s Degree in Management Information Systems, Finance or Accounting
Ability to Travel Monday - Thursday (weekly) 75%
Currently resides in the New York marketplace
10+ years of consulting experience, with prior Transaction Services and/or Manufacturing & Distribution experience a plus
Experience in systems integration in consulting or customer-facing information technology field
Experience with CRM, ERP, Accounting, WMS and/or other relevant operational business applications
Prior experience managing medium-large teams of professional services consultants and large projects
Practice development and strong leadership skills
Strong business development and an active professional network of Private Equity contacts in the East Coast market
Membership and visibility in relevant professional organizations (e.g. Association for Corporate Growth)
Strong project management methodology background, including schedule, scope, issue and risk management experience, change management, strategic planning and analysis
Mature business development, project management and consulting skills; writing and presentation of business solutions
Business skills: listening, clarifying, asking questions, recommending, proposing ideas and solutions
Positive attitude, excellent customer communications skills and the ability to act on own initiative with a strong commitment to customer service

Cio-private Equity Resume Examples & Samples

Monthly reporting of CIO/Treasury and Private Equity expenses and headcount actual results
Forecasting and budgeting of CIO/Treasury and Private Equity expenses and headcount for weekly tracker, ICAAP, CCAR, and Annual Budget submissions to Corporate P&A
Identify and understand significant expense variances from budget/forecast and provide updates to CIO/Treasury/Private Equity management and Corporate P&A
Provide analysis of key drivers and expense metrics
Responsible for SAPCO expense allocations between CIO/Treasury, Private Equity and other LOB’s
Monthly MIS/DIF adjustments
SDM organizational hierarchy updates/maintenance
Press Release and Quarter-end reporting support and analysis
Provide necessary schedules/presentations for executive management for both external and internal requirements
Work to identify areas to create more efficient processes within the group
Background in Finance, Accounting
2-4 years experience
Successful candidates will demonstrate a strong work ethic and analytical ability, be able to work independently and with the team, have excellent communication skills and manage through tight timelines
Ability to synthesize and analyze large amounts of data to ascertain key facts and trends
Excel, PowerPoint skills
Previous experience with Hyperion Essbase management reporting software a plus

Private Equity Accountants Resume Examples & Samples

Prepare and issue quarterly financial statements, in accordance with US GAAP for each entity
Bachelors degree in Accounting, Finance or related area
2+ years related experience in Fund Accounting within the Private Equity field
Strong knowledge of industry and accounting principles
Experience with foreign currency translation and debt instruments such as loans is a plus
Strong organizational and communications skills

Private Equity Accountant Resume Examples & Samples

Reconciling all cash received from investors and investments
Reconciling bank accounts
Allocating income to partners in accordance with terms of partnership agreements
Preparing and issuing quarterly and year-end financial statements, in accordance with US GAAP for each entity
Maintaining and updating investment data (number of shares, location of securities, country of origin)
Interacting with clients and provide information as needed
2+ years related experience in fund accounting preferably within the Private Equity field (additional experience in fund of fund and hedge funds a plus)
Strong knowledge of Bloomberg, financial reporting and financial products (ie: equities, futures, fixed income)
Proven ability to work as part of a team

Private Equity Portfolio Operations Esourcing Coordinator Resume Examples & Samples

Responsible for developing, managing, monitoring complex eSourcing projects by coordinating resources and communication with the portfolio companies
Lead team conference calls and project meetings
Communicate project timeline and key actions
RFQ development and strategy
Ensure the project team follows strict operational procedures and works on continuous process improvement
Provide results of the pre-bid and post bid stages of the project
Send the details and results of each completed project to the team members and their Procurement Business Leaders through an executive summary
Create and manage the list of supplier's contacts for each assigned sourcing project
Communicate with all suppliers invited to the assigned event and organize portfolio company support as needed
Outbound project interest calls, RFQ calls, RFQ update calls. Must "sell" the project to the invited supply base
Capture and report to the project team information such as supplier interest and supplier capabilities
Gather feedback and re-align eSourcing strategy, as needed
Identify additional eSourcing opportunities through direct contact with the portfolio companies
Candidate must possess at least a Bachelor's/College Degree in Engineering, Business or Communications
With at least 2 years’ experience in procurement/sourcing position or customer service position
Fluent in verbal and written English, strong communicator
Experienced in extensive outbound phone calls, e-mails, conference calls with suppliers required
Self-starter, innovative & confident
Flexible, able to work on own initiative, deal with more than one project at a time, can work under pressure and tight deadlines and prioritize tasks accordingly
Bilingual abilities a plus (specifically Mandarin)
Must be willing to work a second shift
Ariba eSourcing or other eSourcing software experience a plus

Private Equity Lifecycle Management Resume Examples & Samples

Analyze financial and business data of Private Equity related transaction
Guarantee traceable and clear documentation received from both external and internal source
Management of Private Equity and Hedge Fund data lifecycle
Supporting current Life Cycle Management Team for Alternative Investments
Be fluent in Polish and English (both spoken and written), German would be an advantage

Private Equity Specialist Resume Examples & Samples

Originate and diligence private equity investment opportunities in Europe
Analyze prospective investment opportunities in Europe to assess most attractive investments by property types and geographies
Perform financial projections and other analyses used in evaluating potential investments
Assist in the structuring of private equity products as well as the distribution efforts
Prepare and present investment packages to the Investment Committee
On-going monitoring of existing and prospective private equity investment vehicles
Provide updates to clients or respond to client inquires on existing private equity products
Provide updates to senior level management on an on-going basis as necessary
BS/BA in Finance, Real Estate, Private Equity or related field required; MBA preferred
Extensive relevant experience
Background or previous involvement in real estate related private equity or investment management preferred
Prior experience identifying private equity investment opportunities for ultra high-net-worth clientele; preferably with a private equity or real estate network that can generate investment opportunities in Europe
Experience investing in private equity or real estate investment funds, club structures, and co-investments (emphasis on co-investments)
Superior written and verbal communication skills and the ability to work effectively in a team oriented environment
Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects and firm deadlines
Must be able to work as an effective, collaborative team member
Anticipated position Vice President

Sec Processing Rep-private Equity Resume Examples & Samples

Experience in Accounting (preferably public accounting and/or experience in the financial services sector)
Experience preparing and reviewing general ledgers, financial statements, footnotes and work papers
Experience supervising professionals
Attention to detail and ability to work on multiple projects
Advanced computer skills (especially Microsoft Excel)
Partnership Accounting is preferred but not required

Tech Lead-private Equity Operational Datastore Resume Examples & Samples

Design technical solutions working with teams worldwide. Work with offshore resources to develop, test and deploy applications
Provide production support for fund accounting management applications
Monitor applications and associated batch jobs, including proactive monitoring and analysis of received alerts. Participate in deployment of new releases and disaster recovery tests
Prepare artifacts related to application development quality assurance and deployment
Utilize SunGard Investran, SQL Server, SSAS, SSRS, SSIS, ASP.NET, C#, Web Services, MQ Series/Service Broker, ERWIN, Business Objects and MDX
3 years of expertise in Private Equity and Asset Management
3 years of experience in Sungard Investran
5 years in supporting financial applications both Web based and Windows based
Excellent experience in MS SQL Server 2005 / 08, SSAS, SSRS and SSIS, ASP.NET, C#, SQL Server Management Studio, Sungard Investran 6.2, Web Services, ERWIN, Business Objects, MDX
Familiar with SharePoint, BizTalk,MQ Series/Service Broker,
Proficiency in MS Business Intelligence technology
Strong interpersonal / communication skills in both verbal and written

VP-private Equity Investor Services Resume Examples & Samples

BA/BS or equivalent
7-10+ years work experience, with a focus on alternative investments funds – private equity experience a plus
Experience supervising professional staff

Assistant VP-private Equity Investor Services Resume Examples & Samples

Ability to ensure deadlines controls and procedures are adhered to
Ability to recognize and address risk and compliance issues
4-7+ years work experience, with a focus on alternative investments funds – private equity experience a plus
Experience supervising junior professional staff
Hands-on management style with strong leadership skills and ability to develop junior staff

Assistant VP-private Equity Investor Services Resume Examples & Samples

Assist in preparation of goals and career development plans for junior staff
Provide input into semiannual performance appraisals and discussions for junior staff
Where applicable, support the tax team with information to pre pare tax compliance/reports
Support Citi corporate goals and business/departmental initiatives

Investor Services Rep-private Equity Resume Examples & Samples

Strong Communication skills both oral and written
Excellent interpersonal skills and customer service orientation
Professional and proactive approach to work
Ability to work in a demanding environment and adjust to multiple demands; shifting priorities; ambiguity and rapid change
High level of organization and ability to multi-task
Previous work experience in investor services/customer service or banking preferred but not required
Proficiency in the Microsoft Office Suite of Applications specifically MS Word, MS Excel and Outlook

Private Equity Resume Examples & Samples

Relevant degree or equivalent work experience
Fluency in French, German, or a Nordic language preferred
CFA a plus
Demonstrated knowledge and interest in M&A and private equity markets, and familiarity with relevant technical concepts
Ability to analyse and manipulate data to generate statistics
Effective research and analysis skills with attention to detail
Ability to work in a time-sensitive environment and meet tight deadlines
Self-starter; deals with complex concepts & gray areas comfortably
Technical proficiency in Microsoft Excel

Private Equity Accountant Resume Examples & Samples

Experience working in an accountancy related role would be an advantage but not essential
Strong understanding of accounting principles or a strong numerical or analytical background
Team player – this will be very important as cross-team interaction is critical to the smooth running of the group
Ability to perform multiple tasks simultaneously; must be able to pay extremely close attention to detail
Strong interpersonal skills and strong oral and written communication skills
Ability to quickly become proficient on new accounting software
Third-level degree in Accounting or Business (preferably majoring in Accountancy or another Financial-related program)
Third-level degree with a strong numerical, analytical or technical focus will also be considered

Private Equity Operations Senior Manager VP Resume Examples & Samples

Team player with a strong and proven ability to lead
Partnership accounting experience
Sungard Investran experience a plus but not essential
Minimum 7-10 years experience in accounting (preferably including private equity accounting or partnership accounting)

Private Equity Deal Origination & Execution Resume Examples & Samples

Demonstrated and successful track record of originating, structuring, executing and closing transactions in middle market private equity, leveraged finance, junior capital, investment banking and/or other similar M&A transactional finance entities
Established relationships and contacts in the middle market M&A, investment banking, private equity sponsor, leveraged finance, senior and junior capital community
Established deal closing history
Strong and proven credit and transaction prescreening skills
Experience in acquisition finance and leveraged transactions
Strong working knowledge of corporate finance concepts such as valuing companies using market multiple methodology, risk/return dynamics, and capital structure alternatives
Very strong, “hands on”, analytical and detailed financial modeling acumen and skills
Articulate, concise and engaging
Can project well in front of a group
Willingness to consistently handle moderate to heavy travel
Personal and professional history of success
Ability to prioritize and complete multiple tasks within competing time frames
Pursues responsibilities with energy and drive
Engaging personality
Professional reputation and carries oneself with a high degree of responsible professionalism, decorum and class
5-6+

Private Equity Manager Min Yrs Exp Resume Examples & Samples

Accountancy or business administration qualification essential
5 years of experience in a similar position focused on Private Equity/Real Estate funds, Holding Companies, SPVs etc
Knowledge of various accounting standards and principals (Lux GAAP, IFRS, US GAAP)

Private Equity Manager Senior Level Resume Examples & Samples

Degree Qualified in Accounting or Finance related area (2:1 and above)
Current studying or has a professional accounting qualification
Working knowledge of MS Office

Senior Accountant, Private Equity Resume Examples & Samples

3-4 years of experience
Experience in Partnership and Private Equity accounting preferred
Detail oriented, self- motivated individual with the ability to multi-task
Must have strong knowledge of excel

Sec Processing Manager Avp-private Equity Funds Resume Examples & Samples

4-7+ years experience in accounting, with a focus on alternative investments funds – private equity experience a plus
Experience supervising one or two junior professional staff
Demonstrated project management skills with the ability to multi-task

Private Equity Resume Examples & Samples

Ability to build and manage relationships with a variety of internal and external stakeholders and across various levels of management
Excellent communication skills; at ease presenting and explaining complex investment information
Ability to quickly assimilate information and ability to work on multiple assignments while keeping to tight deadlines
Sound judgement; ability to ask the right questions of the right people to achieve an appropriate solution
Educated to at least a Bachelor’s degree. CAIA an advantage
10 years of relevant work experience

Cco Private Equity Resume Examples & Samples

Adopt and implement written policies and procedures reasonably designed to prevent violation of the Federal Securities Laws by the advisers
Includes policies and procedures that provide for the oversight of compliance by each investment adviser, principal underwriter, administrator, and transfer agent of the fund
Review, no less frequently than annually, the adequacy of the policies and procedures of the Unit Trust investment adviser and the effectiveness of their implementation
Provide a written report to the management that addresses the operation of the policies and procedures of the registered investment advisers and any material changes made to those policies and procedures since the date of the last report
Provide a written report to the management that addresses any material changes to the policies and procedures recommended as a result of the annual review conducted pursuant to 206(4)-7
Oversee ongoing trading practices review, portfolio monitoring, restricted list enforcement, personal trading violations, Email Monitoring, and Code of Ethics reviews
Oversee risk assessments and conflict of interests regarding internal processes and the use of affiliate and third party service providers
Act as final escalation point/arbitrator for appropriate trade error reporting and resolution
Interface with regulators during exams and ad hoc questionnaires
Review of expense allocations for the private funds
Oversee all company disclosures including the Form ADV, Form PF
Coordinate with other Regional Compliance department for distribution of the Funds into other jurisdictions, particularly into Europe under AIFMD
Fifteen years of experience required with regard to private equity
Experience working with private funds and Institutional Clients
Familiarity with trading systems and their compliance components
Proficiency of the Microsoft Office suite of applications required
Hire and train qualified local compliance officers with requisite knowledge experience and personal qualities to be able to carry out their duties effectively
Willingness to successfully complete other industry courses
Utilize in-depth knowledge and experience to implement best compliance practices globally
Solve internal or external business issues to improve products or services
Solve complex business problems with the potential to impact profits and firm reputation
Generate new perspectives using existing solutions and work independently receiving minimal guidance on specific high level issues impacting the firms profitability and reputation
Recommends process, product or service improvements
Proactively identifies and solves the most complex problems that impact the management and direction of the compliance program
Anticipates internal and or external business challenges and/or regulatory issues
Maintain in depth knowledge of the business and its activities in order to ensure adequate compliance oversight and resources as the business needs evolve over time and advise on emerging compliance issues
Develop and monitor existing controls designed to monitor the effectiveness of the compliance program
Demonstrated ability to drive strategic vision and strategy as a matured manager in a leadership role within a Legal and Compliance Department
Demonstrated ability to understand wide range of regulatory requirements applicable to investment advisers and mutual funds and to develop and implement appropriate procedures to comply therewith
Ability to understand complex regulations and communicate them to staff. Should possess strong written and oral communication skills and be able to interact well with all levels of employees

Private Equity Accountant Resume Examples & Samples

Maintain all financial data in the investment database
Reconcile bank accounts
Maintain and update investment data (number of shares, location of securities, country of origin)

Entry Level Private Equity Treasury Services Representative Resume Examples & Samples

Monitoring emails from clients and vendors regarding Accounts Payable invoices to be paid
Entering invoice payment requests in Fusion and other systems as needed
Reviewing and/or executing wires in multiple bank systems
Following up with clients, team and vendors regarding invoice and wire payments
Following up with banks on missing wires or returned wires
Working with other team members to determine flow of client treasury requests
Providing periodic reports and feedback to management on client issues
Assisting with the training of treasury services staff
Working on other projects as needed
2+ years experience in investor services or related field (financial services/fund administration, corporate communications, portfolio management, securities analysis, treasury services)
Proven knowledge of wires and related banking functions
Proven ability to work under pressure and meet deadlines
Solid client relationship management skills

IMA Private Equity Resume Examples & Samples

Utilize Agile and Waterfall methodologies and adhere to coding standards, procedures and techniques while contributing to the technical code documentation
Provide high quality technology solutions that address business needs developing applications within mature technology environments
Deployment of newly build modules in QA and Production environment
Manage code quality for total build effort
Minimum 5-7 years of financial application development/consulting experience
Solid design, coding, testing and debugging skills
Hands on experience in SQL (Sybase) and J2EE technologies
Must have working knowledge DB design, PL/SQL and Query optimization in Sybase
Must be result oriented and self starter
Inclination towards learning and adapting to new frameworks / technologies
Sybase/SQL – Experience writing and debugging stored procedures and scripts - Primary
Stored procedures, PL/SQL, Query optimization and Performance Tuning using Sybase
Database Design, Modelling, and RDBMS concept and data structures
Extensive experience with DB tools and IDE such as TOAD, Rapid SQL, DB Optimizer etc
UNIX shell and shell scripting. Exposure to scheduling Tools such as Autosys/Control-M
Knowledge of OOPS
Java J2EE technologies (e.g. Core Java, JavaScript, JSP, JQuery.) - Secondary
Experience with Agile/SCRUM a plus
Familiar with BDD

IMA Private Equity Resume Examples & Samples

Must have working knowledge of commonly used design patterns
Java J2EE technologies (e.g. Core Java, JMS, JTA, JSP)
Strong client side JavaScript (JQuery, JQGrid etc.)
Strong understanding of CSS stylesheet
Sybase/SQL – Experience writing and debugging stored procedures and scripts

Private Equity Services Site Lead Resume Examples & Samples

Lead multiple client service focused teams including scheduling and meeting all client deliverables
Maintain/manage client expectations and coordinate deliverables timelines with VPs
Demonstrate strong knowledge of accounting, specifically with respect to alternative investment funds, with a focus on private equity structures
Lead business migration discussions with existing clients as needed
Drive profitability and efficiencies within the Columbus site
Create vision and drive change in organization as business expands
Lead a strong culture of compliance
Navigate complexity of work and organization to create strategic partnerships
Exhibit strong budgeting and forecasting
15+ years public/private accounting experience, predominantly in the private equity sector
Experience in managing client relationships
Skills in negotiation, business planning and budgeting
Expertise with US Generally Accepted Accounting Principles and IFRS in specific respect of application to the alternative asset management sectorStrong leadership skills and supervisory experience of other professionals
Project management skills with attention to detail and proven ability to multi-task
Fluency in Systems and Applications Investran
Advanced computer skills (Microsoft Excel, Word Powerpoint, Sharepoint)
CPA or comparable designation

VP-am-ipb Alternatives Private Equity Resume Examples & Samples

Strong knowledge of International Banking and financial services operations
Candidate should possess strong knowledge of Income & Class action functions in Financial Services operations
Relationship building skills - To develop and build working relationships with diverse groups and senior executives
Client focus - Role involves servicing highly sensitive ultra high net worth clients of the bank and hence managing to key quality experiences is one of the key deliverables
People management – ability to manage large teams, develop key talent, as well as manage the expectations of people. Ability to manage groups remotely across multiple locations
Be able to drive positive changes, promote ownership and demonstrate "My business Mentality"
CA / MBA from recognized institute with 12+ years of relevant work experience
Prior experience in managing large teams
High level of proficiency in excel and a very high degree of comfort with technology
Ability to communicate in a clear and precise manner
Good analytical and presentation skills
High visible energy / drive
Should be willing to work in different shifts

Private Equity Accountant Resume Examples & Samples

1+ year of previous working experience within a Big 4 Accounting firm
Experience in GAAP, SEC reporting and SOX compliance
Experience in Transaction Services Advisory

Private Equity Resume Examples & Samples

Post all journal entries and prepare monthly trial balance reports
Calculate capital calls and distributions
Bachelors degree in Accounting, Finance or Economics
2+ years related experience in fund accounting preferably within the Private Equity field

Private Equity Services Director Resume Examples & Samples

Lead and manage primary relationship with the CFO and operating teams at private equity and venture capital firms
Collaborate across multiple areas of the Bank, including Private Bank, Capital, Commercial Bank, Global, and Operations
Actively provide feedback on market conditions to the team, Bank leadership, and in public speaking opportunities
Be the primary credit lead for a portfolio clients, to include collaboration with Credit, term sheet preparation, underwriting analysis, legal document negotiation, and on-going credit monitoring and risk rating
8+ years of commercial lending experience
Must have strong knowledge of and connections in PE Markets
Strong Marketing and negotiation skills
Credit Structuring and underwriting experience
Embrace teamwork and collaboration to produce outsize results for all
Candidate must be willing to travel up to 50% of the time
7-8+

Account Manager Private Equity Resume Examples & Samples

Strong background in investor servicing with a focus on investor AML
Strong experience in dealing directly with clients and/or investors
Team player with the ability to lead a team – this will be very important as cross-team interaction is critical to the smooth running of the group
Experience in accounting or fund accounting is a benefit
Strong client service focus, including the ability to effectively respond to client needs
Minimum 4 to 6 years experience in investor servicing (preferably with a focus on investor AML)

Private Equity Manager April Resume Examples & Samples

Degree Qualified in Finance or Equivalent
Current studying or has a professional accounting qualification
Accountancy or business administration qualification essential
5 years of experience in a similar position focused on Private Equity/Real Estate funds, Holding Companies, SPVs etc
Knowledge of various accounting standards and principals (Lux GAAP, IFRS, US GAAP)
Working knowledge of MS Office

Private Equity Director Resume Examples & Samples

Lead the detailed evaluation of new investment opportunities in Indonesia
Lead transaction execution and deal project management all the way to completion
Develop capital structure and valuation views along with the Analyst and Associate team

Am-private Equity Group Resume Examples & Samples

Sourcing and deal origination of primary partnership investments, secondary transactions, and direct investments
Representing/sponsoring investments with members of the PEG as well reviewing investments with external clients and prospects
Undergraduate degree; MBA in Finance (or equivalent degree/certification) preferred
Minimum 5 years of relevant industry experience. Some experience in direct company investing is required
Demonstrated ability to interacting with clients
Potential/expectation for candidate to grow within the PEG and accept greater investment and client responsibilities
Relevant experience in energy/real assets and/or real estate is a positive

Private Equity Portfolio Manager Resume Examples & Samples

Strong academic background including Bachelor's Degree in Financial field or Real Estate
2-4 years of relevant finance and/or real estate experience, including analytics, cash flow modeling, IRR/Profit projections, relative valuations, structuring and valuing various real estate investments
Advanced proficiency in Microsoft Office applications
Excellent organizational, business writing and verbal communication skills
Ability to analyze and effectively present information

Junior Private Equity Specialist Resume Examples & Samples

Analyze financial and business data of Private Equity related transactions
Guarantee traceable and clear documentation received from both external and internal sources
Management of Private Equity data lifecycle
Maintain and produce marketing materials
Cash Flow Management on Feeder Fund level

Am-private Equity Group Resume Examples & Samples

Analyze transaction activity to ensure proper action in accordance with its instructions
Communicate with private equity partnership any inconsistencies in correspondence and follow-up on missing or incomplete information
Approve transactions captured in the front end system, OPUS, and ensure transactions properly processed into proprietary private equity database, Private i
Prepare separate transaction notification packet for clients’ custodian
Disseminate the complete packet to custodian and internal users
Reconcile transaction activity between custodian and Private i reports
Identify, investigate and resolve discrepancies
Respond to client and portfolio manager information requests
Prepare monthly/quarterly reports as required in agreement with clients
Disseminate reports to appropriate parties
Liaise with custodian to ensure reconciliation of monthly/quarterly activity

Am-private Equity Group Resume Examples & Samples

Maintain current with all regulatory requirements that the PE industry is subject to
Be aware of all the corporate/firmwide imposed reporting requirements
Attend meetings/educational seminars, etc withg respect to these requirements
Create/update and maintain databases from accounting records necessary to meet all the reporting obligations
Work/liase with control functions within JPM to satisfy our obligations at a firm level
Respond to general partners and/or investors with respect to our reporting obligations to the respective partners

Private Equity Account Manager Resume Examples & Samples

Commercial mindset, eg spots business development opportunities and follows through
Takes the initiative – ie can work with minimal supervision, to make decisions and progress activities
A robust and resilient disposition able to encourage discipline in team behaviours
Ability to coordinate multiple projects and initiatives simultaneously through effective prioritisation, organisation, flexibility and self discipline. Must have demonstrated project management experience
Excellent written, oral, presentation and facilitation skills
Strong computer skills including basic business software (Microsoft Word, PowerPoint, Excel), Lotus Notes and Internet
Knowledge of the sales process
Emerging selling skills
Leadership experience, i.e., sets goals, assigns work and reviews performance
Strong influencing skills are required to work with other members of the account team in order to achieve results
A bachelor’s degree, or equivalent work experience
Strong experience of business development/ account management that demonstrates an understanding of business, ideally, in private equity, financial or professional services organisation

Private Equity China Resume Examples & Samples

Solid deal execution capability
Proven onshore deal sourcing experience in China necessary
Demonstrated knowledge of financial markets as acquired from work experience in international private equity or securities firms
Excellent oral and written communication skills in both English and Mandarin, with the ability to read, write and speak both languages

Private Equity China Resume Examples & Samples

3 to 5 years of hands on deal experience, ideally from Investment Banking or Private Equity
Ability to work collaboratively as part of a deal team and sometimes as execution leader to support the investment process from thesis definition to sourcing, due diligence, negotiations, value-add and exit
Excellent oral and written communication skills and the ability to read, write and speak both English and Mandarin is essential

Private Equity Internship Resume Examples & Samples

Financial analysis and modeling
Investment research
Competitive analysis
Assistance in the execution of transactions
Drafting of memoranda for internal and external use
Communications with portfolio company senior management
A demonstrated ability to write effectively
A desire to work in a team environment often under pressure

Private Equity Asia Resume Examples & Samples

At least 2-3 years of hands on deal experience, ideally from Investment Banking or Private Equity
An understanding and passion for analyzing a business from an investor’s perspective
Capability to capitalize on investment opportunities and source potential investments
Ability to work collaboratively as part of a deal team
Demonstrated knowledge of financial statements and the investment banking or private equity markets
Strong financial modeling and organizational skills
Excellent oral and written communication skills with the ability to read, write and speak both English and Mandarin necessary

Private Equity Finance Resume Examples & Samples

Must have relevant tax experience with a concentration in domestic partnerships (corporate tax experience is a plus)
2 to 4 years of public accounting experience and/or a combination of both public and private experience
CPA or graduate degree preferred
Must be proactive and follow through on commitments
Excellent team player and good interpersonal skills
Strong MS Office skills, proficient with Excel Pivot Tables and V lookups
Strong analytical skills and highly detail-oriented
Strong verbal and written communication skills: this position interfaces with members of the tax and accounting departments

Cpb-if Transactor Private Equity Subscription Finance Resume Examples & Samples

Marketing and sale of Subscription Lending Products to Private Equity clients, including client calling and account planning, in partnership with PE focused Private Bankers
Understand and anticipate clients' needs, following up with effective lending and hedging solutions
Maximize revenue generation whilst achieving at least minimum return targets ensuring responsible lending growth
Responsible for appropriate transaction structuring and execution (within the PESF product program) with appropriate risk and return characteristics, ensuring appropriate Credit Policy and Risk Acceptance standard compliance
Define and coordinate the analytical activities required for deal structuring
Coordination / Preparation of Green light memos and returns computations (as applicable)
Responsible for Credit Approval write up, collateral analysis, loan underwriting for PESF transactions
Preparing and negotiating term sheets and mandates
Negotiating credit documentation for facilities, including liaison with internal and external counsel as required – driving deals to closing
Preparing Deal Closing Memos and undertaking the annual review of transactions with Risk Management, as required, for PESF facilities
Strong marketing skills, balanced with strong credit skills
Over 10 years’ experience preferably in a Markets Origination, Credit or Risk-related role covering China/Hong Kong markets
Broad knowledge of Citibank’s Credit Policies
Mandarin language skills desirable but not essential
Ability to work under pressure to tight deadlines
Displays flexibility and independence in a demanding environment

Private Equity Services Resume Examples & Samples

Overall technology experience in financial services ( 10 - 15 years)
Project management experience (5 - 7 years)
Expertise with a Systems Development Methodology (e.g., structured waterfall, RAD, agile or extreme) --- (3 - 5years)
Business process/requirement definition skills (5 - 7 years)
Functional design experience (i.e., UML, data modeling, diagramming, functional and navigational prototyping, use case definition) ---- (3 - 5 years)
Requirement and process documentation skills (Visio and MS PowerPoint) and a working knowledge of MS office tools (e.g., Project, Word, Excel and Access)
A Bachelor's degree in Computer Science, Information Systems, Business Administration, or a related discipline, an MBA would be a better fit
Has a strong technical background and is knowledgeable of industry standard integration solutions
Experiencing managing teams and people, and experience managing vendor relationships
Familiarity with IS process and project life cycles
Strong analytical skills including the ability to define problems, collect data, establish facts, and draw valid conclusions
Excellent interpersonal (e.g., team building, facilitation, collaboration) and communication skills (active listening, critical questioning, verbal and written presentation)
A demonstrable bias toward action
Organized, attention to detail and proven ability to multi-task
Ability to work as a team player in a cross cultural and virtual team

CIB Ops-private Equity Waterfall Development Resume Examples & Samples

Work closely with Clients, as well as the Operations and Technology Teams, to develop Private Equity distribution waterfall models
Gather, document and develop the waterfall requirements for private equity funds based on the fund agreements, while working closely with client executives
Maintain continuous alignment of waterfall development project plan objectives to the client’s requirements
Participate in the building and implementation of a strategic waterfall platform
Cultivate strategic partnerships with internal business groups, including Sales, Product, Operations, Tax, and Technology
Private equity waterfall modeling experience is required
Bachelor’s Degree in Finance / Business / Accounting / Mathematics or MBA required
5+ years of Financial Services Industry or equivalent experience
3-5 years minimum private equity experience
Client service experience is required
CPA/CFA preferred
Strong ability to understand key financial terms in private equity fund agreements
Proven ability to successfully plan, lead, and execute complex engagements while influencing many different groups and individuals to deliver high quality and timely deliverables
Team player who enjoys working in a high performing culture and is open to evolving and changing priorities
Intermediate Excel skills; VBA programming skills a plus
Self motivated with high degree of professionalism

Private Equity Deal Flow Manager Resume Examples & Samples

Leading all aspects of the transaction pipeline intelligence process - from monitoring deal flow through to presenting our views on deals to CSPs and clients. This involves
Familiarity with the Private Equity model and investment strategies employed
Preferably experience of managing a pipeline of deals / new business within Investment Management, i-Banking or Consulting
Credibility and business insight
Research skills – quantitative and qualitative
Basic understanding of financial statements and valuation methodologies
Commercial mind-set, e.g. spots business development opportunities and follows through
Highly developed interpersonal skills and an ability to interact with internal and external stakeholders at all levels
Able to maintain a high level of confidentiality and handle sensitive information with discretion
Able to thrive under pressure, work to tight deadlines and work effectively in a team
Capability to comprehend EY's solutions in Advisory, Assurance, Transactions and Tax

Private Equity Specialist Resume Examples & Samples

Calculating net asset values for monthly, quarterly or yearly trading
Management of the preparation and review process for our Fund Clients
Reporting to and communicating with investment managers and other relevant parties
Assisting management in maintaining and developing client relationships
Participating in managerial functions in conjunction with the Managing Director
Any other functions required as part of the business of the Company, and reporting to the Managing Director

Private Equity Resume Examples & Samples

Helping to support a focused origination platform serving EMEIA Private Equity / UKI Corporate clients based in London
Contributing to the corporate deal pipeline for both UKI and EMEIA on a weekly basis
Helping to create insightful pieces to take out to corporate clients
Organising and maintaining a central repository of EY's collective experience of corporate related assets
Helping the team to provide regular and insightful thought content direct to external PE clients
Enhancing deal intelligence through better harvesting of external data sources (strong Excel skills required to conduct various screening requests)
Ability to multi-task between regular internal ad-hoc requests and external client demands
Experience of the transaction lifecycle
Operated within a complex matrix management organisation
Previous contribution to sales strategy and have developed financial skills
Excellent relationship builder and able to utilise relationships to uncover and develop opportunities
Will be very perceptive, able to read people and an ability to communicate a message effectively

Private Equity Specialist Resume Examples & Samples

The Senior Private Equity Specialist will be assigned to a specific set of funds and clients along with a small number of other junior accounting staff to service Private Equity / Real Estate clients
The Senior Private Equity Specialist will also be responsible for the day to day service to Private Equity / Real Estate clients on a specific sub set of funds
The Senior Private Equity Specialist will also have strong client services dealings
Will be responsible for the production of weekly / monthly / quarterly reporting to Private Equity / Real Estate clients
Will act as the point of contact for problem resolution and will escalate to the team manager as and when appropriate
Will be responsible for ensuring a strong control environment is maintained at all times including strict adherence to Group's Global Private Equity / Real Estate procedures and controls

Private Equity Valuations Resume Examples & Samples

Assisting with quarterly valuations of Private Equity investments. Responsibility for quarterly valuations processing on to our portfolio accounting system and assisting deal teams with queries during the valuations process
Providing first stage review for a selection of investments, reviewing valuation models and methodologies, monitoring comparatives and joining portfolio company review meetings and regional valuation sign off calls
Assisting with production of monthly Board report, liaising with the financial controls team, investor relations and business line team

CIB Ops-private Equity Resume Examples & Samples

Provide directions and review for journal entries booked into Investran and/or Geneva
Responsible for monthly and quarterly reporting and deliverables
Prepare financial statements including the consolidated balance sheet, income statement, statement of partners' capital, schedule of investments, and cash flows for multiple funds
Draft required footnotes to financial statements
Discern and articulate fund agreements in order to determine impact on financial reporting and partner capital accounting requirements
Work on special and ad hoc projects for clients and internally
Minimum 4 years of accounting experience, preferably including partnership, private equity and hedge fund accounting
Experience with various hedge fund portfolio investments
Experience with various private equity legal and investment structures a plus including Master/Feeder, SPVs/AIVs and/or co-invests structures
Experience using partnership accounting and portfolio trading applications (e.g., Investran and Geneva)
Detailed oriented with self-review aptitude
Ability to handle multiple deliverables with a focus on timelines

Private Equity Deal Originator Resume Examples & Samples

Generate new ideas for deals by leveraging the EY and own network
Build relationships (or bring existing relationships to bear) with Private Equity professionals in order to facilitate the flow of ideas between E&Y and our priority accounts
Link with M&A team and restructuring practice to access potential deal ideas
Leverage the sell-side pipeline and engagements in line with our risk management practice
Identify existing EY knowledge and insight, and engage with relevant teams to bring ‘best team’ approach
Education: Bachelor's degree or equivalent. Advanced degree desirable, but not required
Demonstrated results / track record of deal generation and transaction ideas Has experience of the transaction lifecycle
Has operated at a senior level within a complex ‘matrix management’ organisation
Managing complex sales process and long sales cycles
Project management skills with an opportunistic mind-set.CBS (Support Services)

Private Equity Senior Accountant Resume Examples & Samples

2+ years of hands-on Private Equity Accounting for any industry
Solid Audit background (Financial and Operational)
Good presentation / client service skills
Real Estate Private Equity experience

Private Equity Accountant Resume Examples & Samples

Preparation of annual financial statement packages and facilitation of the audits with external auditors
Working with internal and external tax teams in order to facilitate the preparation of the fund’s annual tax returns and filing of K-1’s
Maintenance of the general ledger including booking/reviewing of all cash entries, investment activity, and expense accruals
Working on quarterly Credit Suisse Firm reporting process including the consolidation of entities’ financial statements into CS’s books and records
Preparation/review of L.P. reporting which includes capital calls, distributions, quarterly capital statements and quarterly financial statements
Assist in providing information for various regulatory reports including ADV, Form PF, TIC-S, SLT, SLHA and SHCA
Review the work-papers/general ledger entries of third party administrators
Other ad hoc requests and projects

Private Equity Internship Resume Examples & Samples

Conducting data desk research using various online research tools, updating the BC database, and providing weekly reports to the Managing Directors
Analysing market data to provide quantitative support for industry and company-specific research e.g. producing buyer lists
Ability to undertake financial analysis
Intermediate proficiency in Excel, Word, PowerPoint and other Microsoft office programs
Research skills
Ability to multi-task and prioritise workflow in a detail oriented environment

VP-private Equity Resume Examples & Samples

10 years of transaction services advisory experience in a Big 4 accounting firm
Understanding of GAAP, financial reporting and SEC regulatory requirements
Deal experience in advising companies on and/or executing capital markets and other corporate transactions
Comfortable working with and guiding senior executives through complex accounting issues

Am-private Equity Professional Resume Examples & Samples

Conduct comprehensive due diligence
Preparation and writing of investment memoranda and investment recommendations
Negotiating terms and conditions
Analysis of historical investment performance, portfolio company performance, financial statements, financial models, and industry research
Represent the PEG in the private equity industry including attendance at limited partner annual investor meetings and advisory board meetings
Experience in direct company investing
Excellent writing, communication, presentation, and analytical skills
Willingness to work effectively in a team environment

Processing Rep-private Equity Resume Examples & Samples

Performs Sec Processing Rep 2 duties plus
Provides transactional processing support for respective product
Provides creative solutions to reduce errors and to adhere to audit and control policies
Provides back-up coverage for a variety of assignments with limited complexity during high volume periods
Utilizes technical knowledge in order to deliver quality service and achieve operating efficiency
Participates in activities related to compliance with procedures and control
Minimizes risk to the bank through increased knowledge of procedural requirements
Maintains awareness of product changes and system enhancements
Performs multiple transactions of moderate complexity to achieve operating efficiency and high level of productivity
Works under general supervision and established procedures
May support a range of products/services
Applies detailed knowledge of a wide range of specialized administrative/technical skills; and most of the impact is related to the accuracy of tasks performed
Understands how duties relate/integrate with others in the team/unit
Prior work experience that would provide a basic knowledge of the organization and its policies
Prefered Experience
Basic to intermediate MS Office skills

CIB Ops-private Equity Waterfall Development Resume Examples & Samples

Prepare financial statements for funds and liaise with clients and external auditors
Assist/support the clients with special projects and requests
Identify any fund issues and escalate to Manager on a timely basis
Understand and analyze fund agreements in order to determine impact on financial reporting and partner capital accounting requirements
Minimum 6 years of accounting experience, preferably including Public Big 4 and partnership or private equity fund accounting
Bachelor’s degree in Accounting preferred
Experience with various private equity legal and investment structures is beneficial
Experience using partnership accounting application (e.g. Investran) a plus
Must have team player instincts with the ability to see a project to conclusion with little follow-up

Gwm-private Equity Due Diligence Resume Examples & Samples

Lead fund manager searches and due diligence as well as monitoring of new and existing funds
Develop a strong relationship with asset managers to facilitate negotiations and general communications
Assist with the diligence of direct investment and co-investment opportunities for private bank clients
Participate in the management and allocation process for Private Bank’s pooled private equity investment vehicle
Participate in portfolio reviews and monitoring discussions with internal and external audiences
The ability to convey knowledge and credibility in front of fund managers and investors
Deep capital markets experience and familiarity across equity and debt investment strategies
Experience navigating and interpreting private funds documentation
Strong analytical skills to frame a decision and communicate in a transparent fashion
Strong presentation and communication skills to represent JPMorgan to fund managers, internal audiences and GWM clients
Strong teamwork and interpersonal skills
10+ years of private equity funds due diligence experience required
Real Estate sector experience preferred
CFA or MBA preferred

Private Equity Resume Examples & Samples

Producing investment memorandum on acquisition opportunities
Financial modeling and valuation on companies and assets
Coordinating with advisors and consultants on due diligence items
Background analyses for investment theses
Monitoring the performance of portfolio companies
A university degree with superior academic performance record
At least 2 years from a leading investment banking analyst program as well as 2 years in a private equity investing role, preferably in the targeted industries within infrastructure (4+ years of combined deal experience)
An understanding and passion for analyzing a business from an investor’s perspective, and interest in infrastructure industries

Director, Private Equity Resume Examples & Samples

Make investment recommendations to the Team Leader (Group Head) and ultimately the Director with responsibility for investment performance. This includes researching potential investments and general partners, performing relevant due diligence, preparing written investment recommendations and making presentations to Securities Committee
Negotiate and document transactions with a high degree of independence once approved. Support legal department and operations to ensure proper execution of partnership agreements, capital calls and distributions
Make recommendations to the Team Leader on consents, amendments and other ongoing partnership maintenance. Coordinate and manage documentation with legal department
Monitoring of managers and portfolio investments, including periodic written reports
Travel required for sourcing managers, due diligence visits and annual meetings as needed to establish and monitor the portfolio
Maintain relationships with placement agents, bankers, and other intermediaries
Five or more years of experience evaluating investment managers
Direct investment or lending experience preferred
Bachelor's degree (MBA preferred) required
CFA strongly desired but not required
Developed analytical, structuring and negotiating skills
Possesses creative and independent problem solving abilities

VP Private Equity Funds Resume Examples & Samples

Manage multiple fund relationships, including scheduling and meeting all client deliverables
Maintain/manage client expectations and coordinate deliverables timelines with staff
Demonstrate strong knowledge of accounting, specifically with respect to alternative investment funds, with a focus on private equity funds
Participate in new business discussions with prospects and existing clients
Prepare and maintain goals and career development plans for all direct reports
Prepare semiannual performance appraisals and discussions for all direct reports
Provide guidance and direction to staff on all technical and client-service-related topics
Review work paper files for accuracy and completeness, including capital activity, investment activity, income and expense accruals, valuation adjustments, etc
Review management fee calculations, including offsetable amounts, management fee waiver contributions, etc
Review investor allocations and capital account statements
Review capital call and distribution calculations, sources/uses of cash, allocations, and investor notices
Prepare and/or review financial statements, notes disclosures, and supporting schedules
Develop/maintain robust review procedures around deliverables
Manage the year-end audit process, in collaboration with the client and auditors
Help develop and support targeted, continuing education for all direct reports
7-10+ years experience in accounting, with a focus on alternative investments funds – private equity experience a plus

Entry Level Private Equity Accountant Resume Examples & Samples

Act as main contact for fund investors and managers via email and telephone correspondence
Process investor subscription, redemption activity for the hedge funds and capital call, distribution activity for private equity funds in accordance with the fund’s offering documents and anti-money laundering (AML) requirements
Communicate pending transactions to fund management and resolve queries as required
Prepare, validate and distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions
Maintain fund, investor and contact profile of clients in accordance with client requirements
Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms
Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management
Comply with department policies and procedures for processing of above activities
Participate in system and process enhancement
Perform other related duties as assigned by department management
Bachelors degree in accounting or related discipline
Strong knowledge of MS Excel a must
Strong multi-tasking skills
Flexibility and the ability to adapt to changing priorities
Proven ability to work under pressure and make deadlines
Self starter personality and the ability to strive for excellence in your work

Private Equity VP / Director Resume Examples & Samples

Lead the execution of IPOs and secondary sales from a structuring and deal project management perspective all the way to completion
Develop capital structure and valuation views along with the Analyst and Associate in the team
Where required sit on the Boards of Investee companies
Manage relationships with management teams and corporate and financial sponsor partners

Senior Private Equity Manager Resume Examples & Samples

8+ years of Public Accounting and/or Private Industry experience
Solid Private Equity background
Previous experience with Distressed dEBT, Fas 157 / ASC 820-10, FIN 48, Financial Reporting / Statement Preparation, GAAP, Month-end Close, and Revenue / Expense Analysis
A mix of Private and Audit experience

Senior Private Equity Accountant Resume Examples & Samples

Active participation in client projects (i.e. new fund/classes launches, closures and changes to existing requirements and processes)
Assisting with quarterly client invoice process
Having a comprehensive understanding of the client’s partnership agreement(s) and all deliverables
Preparing and reviewing partnership abstracts, partnership investment data, investor data and bank reconciliations
Preparing and reviewing issuance of capital call notices, distribution notices, and management fee memorandums to the Limited Partners including models/calculations
Preparing and reviewing investment activity and maintaining fund investment performance details and calculations
Preparing and reviewing quarter-end supporting packages (Trial Balance, General Ledger, receivable/ payable detail, allocation support, etc.)
Preparing and reviewing quarterly and annual financial statements, including footnotes and Limited Partner capital statements
Ensuring all client queries/requests are responded to in an accurate and timely manner
Preparing and reviewing investor request responses
Preparing and reviewing supporting schedules for annual tax returns, including K-1's
Spearheading special projects and requests
Adherence to company’s internal controls and procedures
Training and developing Private Equity staff
3+ years of experience as an Accountant
Prior experience with Bank Loan and Bonds
Strong MS Excel knowledge
Working knowledge of corporate actions

Team Leader, Private Equity Resume Examples & Samples

Promote the continuous development of relevant knowledge and
Discuss objectives and issues of concern with your team and
Understands how to prepare and review Company Minutes
Experience in administration, desirable in Funds/Private
Relevant Professional Qualification or qualified by

Team Leader, Private Equity Resume Examples & Samples

Lead
Monitor and ensure consistently
Promote the
Technical knowledge of fund structures and
Effective communication skills (Verbal &

Senior Administrator, Private Equity Resume Examples & Samples

Posses excellent organisation skills with the ability to handle multiple priorities
Have an enthusiastic approach and positive attitude
Be customer centric and a team player
Will have knowledge of\: Guernsey Company Law although this is not essential)
Previous finance industry experience
Time Management & Organisational
Good command of the English language
Good PC Skills
“A” Levels or equivalent
It is desirable to have a relevant Degree or Professional Qualification (ICSA or Similar)

Cib-ais-private Equity Resume Examples & Samples

Provide directions and review for journal entries booked into Investran
Prepare fund level financial statements including the consol balance sheet, income statement, statement of partners' capital, schedule of investments, and cash flows
Prepare investor-level capital account statements
Understand fund agreements in order to determine impact on financial reporting and partner capital accounting requirements
Anticipate, proactively communicate and escalate issues to Fund Manager and the client in a timely fashion
Minimum 4 years of accounting experience, preferably including Public Big 4 and partnership or private equity fund accounting
Experience with various private equity legal and investment structures a plus
Experience using partnership accounting applications (e.g., Investran)
Innovative and analytical, with excellent verbal and written communication skills
Team player instincts with the ability to see a project to conclusion with little follow-up
Superb sense of client service with ability to appropriately exercise professional skepticism and judgment

Private Equity Resume Examples & Samples

Assisting in the implementation of the funds’ compliance programs
Development, review and drafting of compliance policies and procedures
Development of training and monitoring programs to ensure compliance
Compliance with marketing rules, including AIFMD
Coordinating various SEC, CFTC and foreign regulatory filings with the appropriate fund operations and finance teams
Evaluating and mitigating compliance, legal and regulatory risk in connection with new and existing investments
Working with in-house counsel to monitor and implement responses to regulatory actions that impact the funds; and
Interacting and assisting with funds’ investment and operational professionals regarding all fund matters
3-5 years’ experience in a compliance role at a financial services, private equity or hedge fund firm with substantial knowledge of the Investment Advisers Act of 1940 and the day-to-day compliance affairs of private funds OR
4-6 years of experience as a practicing fund lawyer
An undergraduate degree is required and a J.D. is preferred
Demonstrated ability to write effectively
Superior organizational skills
Strong technical skills, sharp intellect, and ability to understand difficult, complex compliance and business problems
The ability to work with colleagues to devise pragmatic and creative solutions
Prioritization, perspective and focus on critical tasks that add value
Excellent organizational skills and follow-through
Highly effective oral and written communication
Natural ability to develop relationships, internally and externally
Outstanding record of academic achievement and professional accomplishment
Strong judgment and the ability to engender trust
Integrity and maturity
Open, flexible, collaborative, positive and proactive disposition
“Can do” attitude, sense of urgency, diligent and conscientious work ethic
Calm demeanor, tolerance for ambiguity and confidence
High level of patience and emotional intelligence in order to work effectively within an extremely demanding environment
Striving for excellence and driven to contribute to the Company’s success

Trainee Administrator, Private Equity Resume Examples & Samples

Critical background knowledge of entities worked on
Effective communication with client, investors and other
Understands how to prepare and review Company Agenda
Time Management & Organisational skills (required)
Knowledge of regulatory issues, book-keeping and some

Senior Private Equity Accountant Resume Examples & Samples

Maintaining all financial data in the investment database
Posting all journal entries and prepare monthly trial balance reports
Calculating capital calls and distributions
Preparing and issue quarterly financial statements, in accordance with US GAAP for each entity
CPA and/or MBA are strong pluses
Prior experience training, delegating tasks, and reviewing work is a plus

Private Equity Resume Examples & Samples

Preparing investment appraisal presentations
Executing background analyses for investment theses
Assist other team members to measure and monitor the performance of portfolio companies, as well as help to implement operational changes
Identify and execute new transactions
The ideal candidate may have 1+ years’ experience in Investment Banking / Private Equity
Motivation to work on the buyside
European language (in particular Italian / German) is a strong preference
All-round M&A experience (origination, execution, due diligence, financing) is a bonus
Degree educated (or equivalent)

Private Equity Resume Examples & Samples

Provide analytical analysis and on‐site support of key initiatives across the portfolio including the monthly and quarterly reporting, group purchasing organization (GPO), LP due diligence preparation, cross‐selling, sustainability, lean, IT, and other functional initiatives as needed. Includes extensive use of Salesforce.com to help manage portfolio company data and maintain contacts across all companies
Help drive the cross‐portfolio group purchasing initiative including tracking progress, summarizing the savings opportunity, working with the portfolio companies’ procurement/IT/HR/Marketing and other functions to execute the program and interface with our GPO partners
Support expansion of new categories globally. Current scope includes 70+ categories across 50 portfolio companies (3,000+ interfaces). Also includes extensive use and analytical analysis of the Ariba spend visibility tool which has spend details on 30+ portfolio companies
Liaise with Blackstone deal team members, finance, IT, and portfolio company executives to ensure high quality reporting and analysis of performance across the portfolio. Respond to on‐going data requests from senior Blackstone management, QA reports, and communications. Also includes the quarterly CEO survey reporting
Provide continuous support to specific portfolio companies around energy and sustainability initiatives. This includes maintaining and developing energy playbooks, dashboards, and scorecards across multiple sites and sectors. There will be regular contact and exposure to online platforms and preferred third party partners to drive energy and water savings. Travel and presentations to support this initiative are required
Help support the IT and lean operations initiatives as needed with analytical analysis including areas of pricing, sales force effectiveness, and sustainability
Support the annual CPO, CEO, Veterans, and CxO Conference planning, design, and execution including working closely with Events to ensure highly valued added sessions
Support due diligence on a limited basis as needed including analysis and assessment of performance, operations, and processes
Support internal process improvement programs including consulting spend analysis and tracking, portfolio company data requests and analysis, and other internal process improvement opportunities. Maintain the Portfolio Operations Group’s staffing allocation report
The ability and interest in being “hands on” to support the team
Superb interpersonal skills with excellent written and verbal communication on strategic, financial and operational areas
Strong analytical skills and tools including Excel, PowerPoint, Salesforce.com and other data management applications
Well organized and disciplined approach to work effort
Active listening skills with the intellectual agility to integrate new information and develop recommendations
Establish fact-based recommendations and decision making
Ability to work independently if needed and navigate a dynamic environment including partnership with various people to accomplish key initiatives

Accountant, Private Equity Resume Examples & Samples

Preparation of the valuations for Private Equity
The ideal candidate will be a qualified accountant andwill have previous experience in a busy accounting environment. They will havea track record in demonstrating solid knowledge of debits and credits,Financial Statements production & consolidation workings. They will be ateam player, customer-centric, have excellent attention to detail, positiveattitude, enthusiasm, natural ability to work under pressure and to tightdeadlines and have good communication skills
Ability to interpret legal documents and buildcalculations around the specifics of the docs
Exposure to Transfer Agency
Ability to work as a team member
Good knowledge of Microsoft Office – Excel and Word
Good knowledge of accounting principles, IFRS, FRS101& 102
A track record of excellent attention to detail
A track record in being able to work in a very organisedway, multi-tasking, prioritising, managing tasks, and achieving deadlines
A track record in optimising system use and automatingprocesses where possible
A track record in modifying controls and procedures in anever changing environment
Ability to work under pressure and work to tightdeadlines
Provision of focused quality client service

Manager, Private Equity Resume Examples & Samples

Manages a Private Equity
Holds a recognised Professional Accounting
Detailed knowledge of Irish/UK GAPP and IFRS
Working knowledge of the Irish regulatory
Demonstrate leadership and team-building qualities
Ability to participate in systems

Technical Co-ordinator, Private Equity Resume Examples & Samples

To review valuations for PE Funds
To prepare and/or review the preparation of the financial
Qualified Accountant with 5years’ post qualification experience
Relevant experience in theaccountancy profession or in the offshore fund industry in a valuations / fundaccounting role
Excellent Decision making ability
Excellent PC Skills:- Word,Excel, Investran
Good organisational, planning andtime management skills
Knowledge of financial reportingand investment accounting knowledge
Relevant fund industryexperience

Private Equity Administrator Resume Examples & Samples

Understands Company Secretarial Procedures
Understands how to prepare and review Company
Effective Communication skills (Verbal &

Private Equity Deal Originator Resume Examples & Samples

Generate new ideas for deals EV by leveraging the EY and own network
Team based sales - will have worked with specialist to co-develop client needs
Exposure to major pursuit process
Able to demonstrate a consistent track record of achieving sales targets

Accountant, Private Equity Resume Examples & Samples

Carry out relatively complex, extensive, high profile transactions surrounding all PE Fund activity e.g. capital calls, distributions, investment purchases, divestments, carried interest calculations, expenses, income, gains, fees, etc. ensuring they are executed according to standard policies and procedures. This may also require direct interaction with committees and more senior management
Be technically competent to act as first point of reference for day-to-day queries while performing review/verification/accounting/audit processes (daily and periodic) accurately
Ensure work-flows, files, and back up coverage are setup and maintained within guidelines
Utilize all department systems as required to complete daily and periodic functions including, but not limited to; Investran (Accounting, Portfolio and Investor Manager, RM Contact, Report wizard, Reporting Services), Partner Passport, Treasury Passport, QEB, Web Time, EXP AG (PowerImage), SharePoint, ERM, Scanner, Fundmaster, MTS Video, MR, Lotus Notes, Microsoft Excel/Access/Word
Monitor and validate account set up, maintenance and service for accuracy and completeness. Review all bespoke, non-standard procedures for account processing
3-4 years of staff accounting experience and/or private equity fund accounting/administration experience is preferred with a minimum of 2-3 years client servicing or related experience
We are looking for individuals who have the ability to work effectively in a team environment, exhibiting initiative, leadership, and flexibility
The ideal candidate will have a formal education in accounting and/or related business degree, may be seeking or have recently obtained their CPA accreditation, understand the complexities of the private equity markets via past experience, and have experience with Investran and MS Suite of Systems (Excel/Access/Word) (intermediate/advanced level)

Global Managed Investments Private Equity SVP Resume Examples & Samples

Analyze and diligence private equity investment opportunities
Assist in the structuring of private equity products
Prepare investment memorandums and lead presentations to Investment Committees
Provide updates/respond to client inquires on existing private equity products
At least 10 years relevant experience
Background or previous involvement in private equity or investment management required
Prior experience identifying private equity investment opportunities for institutional or ultra-high-net-worth clientele; preferably with a private equity network that can generate investment opportunities across the Americas
Experience investing in private equity funds, club structures, and co-investments
Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced global environment with multiple projects and deadlines

Private Equity Resume Examples & Samples

Conduct industry and market research on prospective investment opportunities in the Greater China region
Point of contact between senior management and juniors
Mentor Analysts in the team
Develop and construct financial models and perform financial analysis

Private Equity Accountant Resume Examples & Samples

Bachelor's Degree in Accounting, Finance or Economics
2+ years of related experience in fund accounting preferably within the Private Equity field
Strong knowledge of Bloomberg, financial reporting and financial products
Ability to interact with others at various levels
Prior experience training, delegating tasks, and reviewing work

Account Manager, Private Equity Operations Resume Examples & Samples

Strong background in review of fund and deal related legal documents
Partnership accounting is a benefit but not critical
An understanding of the control environment associated with private equity administration
Excellent follow-up, analytical and problem solving skills
Strong interpersonal skills including oral and written communication skills

MM ACQ Rep-private Equity Team Resume Examples & Samples

Business acumen and Strategic acumen
Finance/TCO
Sales Operations
7+ years of customer facing, technical sales experience
Understanding of the Managed Hosting industry as well as the competitive landscape of the market
A track record of success managing and meeting a monthly/quarterly quota
Experience meeting face to face and presenting to VP and C-Level executives
Must possess strong oral and written communications skills as well as critical thinking
Comfort operating in a fast paced environment that is constantly changing
Some travel (25%) will be required (may want to discuss the true expectation here)
Bachelor’s in business, marketing or finance strongly preferred
Must have B2B sales experience

Private Equity Controller Resume Examples & Samples

Month end reporting, partner statements and financial statement package production
Review of capital calls, distributions and tax withholding calculations
Calculating capital calls, distributions and waterfalls
Review of book to tax reconciliations and K-1’s
Coordination with outside counsel for creation and amendment of partnership agreements
Liaise between the back office, custodian and portfolio groups

Cib-namr Investor Services Private Equity Controls Assoc Resume Examples & Samples

Define the internal control environment necessary to manage the JPM PERES platform
Create the internal controls necessary for each control objective
Implement and monitor the control objectives and perform quality assurance testing
Prepare process documents and operational workflow documentation to support internal audit requirements
Experience using partnership accounting application, Investran is required

GMI Private Equity Americas Head Resume Examples & Samples

Lead and manage team of private equity professionals located in New York and Boston
Originate thematically relevant and attractive risk adjusted investments across Americas
Analyze, diligence, and structure private equity investment opportunities
Assist with the syndication of investment opportunities to UHNW clients
Provide updates to senior level management on an on-going basis
BS/BA in Finance, Accounting, Mathematics, Economics, or related field required; MBA preferred
At least 15 yrs relevant experience; previous involvement in private equity required
Prior experience identifying private equity investment opportunities for institutional or UHNW clientele; preferably with a private equity network that can generate investment opportunities across the Americas
Ability to travel as necessary

Senior Accountant Private Equity Resume Examples & Samples

Degree in Accounting or Finance is a plus
Hands-on knowledge of private equity funds
Strong communication and interpersonal skills; ability to deal with all levels in the firm
Intermediate knowledge in Excel

Private Equity VP Resume Examples & Samples

As part of Asia investment team, execute and source PE investment opportunities in primary funds, co-investments and secondaries in the region
Participate in due diligence and deal execution process. Manage and provide guidance to junior team members
Lead financial modelling and preparation of investment recommendations for investment committee
Manage the closing process of investments (legal due diligence, documentation. etc.)
On-going investment monitoring of the Asian PE portfolio including quarterly portfolio review and ad hoc analysis
Participation in the business development, fundraising, networking, origination, etc
Represent the institution in the broader investment community, including attending investment manager meetings and industry conferences
Other related duties

Private Equity Accountant Role Resume Examples & Samples

Production of monthly financial statements, GL processing and maintenance
Investment management fee calculations
Quarterly fund valuations
Research and make recommendations on GAAP accounting issues
Capital account maintenance and reporting, ensure distribution requirements are satisfied including the calculation of IRRs, and run waterfall tests
Work with the Private Equity Operations Group and establish a control framework and reporting structure
Process investment related cash transactions
Manage working capital and escrow accounts

100

Accountant, Private Equity Resume Examples & Samples

Preparation of the valuations for Private Equity Companies/Funds
Preparation of the financial statements for Private Equity Companies/Funds
Preparation of consolidation calculations for Private Equity structures
Bookkeeping / Cash Management
The ideal candidate will be a qualified accountant and will have previous experience in a busy accounting environment. They will have a track record in demonstrating solid knowledge of debits and credits, Financial Statements production & consolidation workings. They will be a team player, customer-centric, have excellent attention to detail, positive attitude, enthusiasm, natural ability to work under pressure and to tight deadlines and have good communication skills
Ability to interpret legal documents and build calculations around the specifics of the docs
Good knowledge of accounting principles, IFRS, FRS101 & 102. 
A track record in being able to work in a very organised way, multi-tasking, prioritising, managing tasks, and achieving deadlines
A track record in optimising system use and automating processes where possible
A track record in modifying controls and procedures in an ever changing environment 
Ability to work under pressure and work to tight deadlines

101

Team Lead, Private Equity x Resume Examples & Samples

Lead and coordinate the team for specific client groups, ensuring that operational arrangements are clearly established at inception of a fund and are regularly reviewed / updated
Ensuring that documentation, legal and compliance issues are complete
Possess critical background knowledge of entities worked on by Team
Monitor and ensure consistently high standards of service to the client group and address any problems or complaints clearly and effectively
Dealing with client procedural issues
Develop, train and motivate your team to achieve business objectives. Lead by example and promote teamwork
Ensure that your team complies with standard training procedures, and has effective training provision in place to ensure that all staff are fully trained to fulfil their current or planned role
Promote the continuous development of relevant knowledge and skills through effective use of the appraisal process, interim reviews and coaching, and evaluation of the results
Develop / maintain effective channels of communication at all levels, ensuring that all members of your staff understand those Company / department objectives that are relevant to them, and what they are expected to contribute towards achieving them
Ensure that effective communication processes are used within your area, consistent with the Company’s communications strategy and standards
Discuss objectives and issues of concern with your team and encourage constructive feedback
Cash Management & Accounting oversight,including review of payments, notices and sign-off of completed files in the call/distribution process
Oversee the investment process, including review of legal documents, payments, client recommendation and sign-off of completed file(s)
Review and post bookkeeping batches and ensure the accounting timetables are adhered to
Company Secretarial knowledgesuch as understanding procedures, knowing how to prepare and review Company Minutes and Company Agenda
Be fully briefed with the issues which are to be considered by the Board of Directors and present operational matters to the Board as required. Ensure that action points/comments from the board are circulated within 24 hours of the meeting and followed up
Ensuring minutes are produced to a high standard. (Target is within 7 days of the board meeting)
May need to participate as a Director on client companies
Attendance and action of day to day communication and Ad hoc meeting

102

Private Equity Resume Examples & Samples

Lead the detailed evaluation of new investment opportunities across south east Asia
Monitor portfolio companies to maximize value
Guide and mentor the junior team

103

Senior Accountant Private Equity Funds Resume Examples & Samples

Deliver accurate and timely work product within specified deliverables timelines, and in coordinationwith the vice president and other team members
Demonstrate strong knowledge of accounting, specifically with respect to alternative investment funds, with a focus on private equity limited partnerships
Prepare work paper files for accuracy and completeness, including capital activity, investment activity, income and expense accruals, valuation adjustments, etc
Prepare management fee calculations, including offsetable amounts, management fee waiver contributions, etc
Prepare financial statements, notes disclosures, and supporting schedules
Help manage the year-end audit process, in collaboration with the vice president, client, and auditors
Handle daily/routine client information requests
2+ years experience in accounting, with a focus on alternative investments funds – private equity experience a plus
Experience preparing and reviewing general ledgers, work papers and financial statements
Attention to detail and demonstrated ability to multi-task

104

Private Equity, Private Equity Partners Resume Examples & Samples

Drive private equity fundraising strategy in Asia by collaborating with BlackRock PEP’s investment team and other Investor Relations colleagues
Develop new product ideas and create marketing materials for BlackRock PEP private equity funds
Support creation and implementation of tailor-made separate account solutions including investment strategy, governance/cooperation framework, legal structuring, services, pricing etc
Train and maintain ongoing relationships with BlackRock account managers to map local markets, identify private equity leads and lead initial presentations with prospects
Conduct in-depth due diligence discussions with prospects and sophisticated investors to identify private equity needs and appropriate solutions
Develop requests for information/proposals in close cooperation with internal partner departments
Prepare client portfolio reviews including quantitative and qualitative portfolio analyses
Develop client communication in close cooperation with Client Management
Train and develop junior BlackRock PEP professionals
7+ years experience marketing private equity products in Asia to sophisticated investors and consultants
Bachelor’s and Master’s degree in Business Administration, Finance & Economics or Legal
Previous experience in financial services / asset management / private market industry
Fluency in English as well as other local languages in Asia (Mandarin, Cantonese, Japanese, Korean, etc)
Proven leadership and project management skills

105

AIS Global Head of Private Equity Resume Examples & Samples

Strong technical background within an n-tier global application environment
Knowledge of Reporting Technologies including data warehouse
Knowledge of Yardi software (or a similar property management/real estate software tool)
Experience within Banking/Financial Services in areas of Asset Servicing
Strong team management skills and experience working with global team
Knowledge of Accounting, Custody and Securities processing platforms

106

Seasonal Private Equity Valuation Director Resume Examples & Samples

Understanding and reinforcing the need for the consistent application of valuation methodology
And practices for the valuation of private equity investments, especially as it pertains to the US GAAP and other US regulating bodies, especially the SEC and PCAOB. This includes directly with clients clarifying points and answering questions; and,
Reinforcing the need for the consistent and appropriate use of valuation practices as well as a need for valuation practitioners within the PE Valuation Specialist practice
Applying financial accounting, business analysis, and report writing to assess investment valuations for domestic and international private equity clients; and,

107

Entry Point Into Private Equity Resume Examples & Samples

Prepare annual and monthly financial statements
Assist with investor and lender reporting
Participate in property budgeting process
Develop skills in Business, Managerial, Financial and Tax
Take on various projects to gain exposure to different sides of the business
Groomed to grow into heavier analysis, M&A and asset management roles

108

Assistant VP Private Equity Funds Resume Examples & Samples

Helping manage one or more client relationships, including scheduling and meeting all client deliverables
Maintaining/managing client expectations and coordinate deliverables timelines with vice president and staff
Demonstrating strong knowledge of accounting, specifically with respect to alternative investment funds, with a focus on private equity limited partnerships
Assisting in preparation of goals and career development plans for junior staff
Providing input into semiannual performance appraisals and discussions for junior staff
Providing guidance and direction to junior staff on all technical and client-service-related topics
Reviewing fund governing documents, offering documents, subscription documents, side letters, and investment management agreements, in order to ensure proper application of fund terms
Reviewing all transaction documentation and supporting files, and understand the features of the investment transactions, accruals, etc
Preparing/reviewing management fee calculations, including offsetable amounts, management fee waiver contributions, etc
Preparing/reviewing investor allocations and capital account statements
Preparing/reviewing capital call and distribution calculations, sources/uses of cash, allocations, and investor notices
Creating, maintaining, and/or reviewing distribution waterfall (carried interest) models, in keeping with the applicable fund terms
Preparing/reviewing financial statements, notes disclosures, and supporting schedules
Helping manage the year-end audit process, in collaboration with the VP, client, and auditors
Supporting the tax team with information to prepare tax compliance/reports
Supporting corporate goals and business/departmental initiatives
Bachelors degree in Accounting or related field
4-+ years experience in accounting, with a focus on alternative investments funds – private equity experience a plus

109

Private Equity Accountant Resume Examples & Samples

Perform bank reconciliations, process journal entries, and prepare supporting financial schedules
Prepare management fee calculations and supporting schedules
Support the year-end audit process, in collaboration with the team, client, and auditors
Support corporate goals and business/departmental initiatives
Knowledge of US Generally Accepted Accounting Principles and other comprehensive basis of accounting – knowledge of accounting for financial instruments a plus
Must have a strong academic foundation in financial accounting: journal entries, cash transactions and reconciliations, non-cash activity, investment activity, and investor capital activity

110

Accountant Private Equity Funds Resume Examples & Samples

Contribute toward a team covering one or more client relationships
Review all transaction documentation and supporting files, and understand the features of the investment transactions, accruals, etc
Prepare investor allocations and capital account statements
Prepare capital call and distribution calculations, sources/uses of cash, allocations, and investor notices
Assist in the preparation of financial statements, notes disclosures, and supporting schedules
Where applicable, support the tax team with information to prepare tax compliance/reports
0-2+ years experience in accounting – experience in the financial services sector a plus
Must have a strong academic foundation in financial accounting:journal entries, cash transactions and reconciliations, non-cash activity, investment activity, and investor capital activity

111

VP-private Equity Services Resume Examples & Samples

Manage and maintain, with the opportunity to lead, relationships with the CFO and finance teams at private equity and venture capital firms
A strong ability and desire to underwrite deals end-to-end. Supporting senior bankers in all aspects of underwriting and booking deals and portfolio management and maintenance. Be a credit lead or co-lead for a portfolio of clients; to include collaboration with credit partners, term sheet preparation, underwriting analysis, legal document negotiation and on-going credit monitoring and risk rating assignment
Leads team interaction with operations and product groups
Embrace teamwork and collaboration to produce results for all. Create a fun work environment where mentorship of teammates occurs daily. Seek process improvements, and help to shape how the Bank is delivered in an effort to make it easier for clients to do business with SVB
Strong attention to detail with the ability to get your hands dirty, get into the weeds and do whatever it takes to manage the portfolio and deliver superior client service
A quick ramp and mastery of all relevant Bank platforms and systems including credit action reporting and loan maintenance
Associate IIs will be considered for this opportunity as well

112

Private Equity Account Manager Resume Examples & Samples

5+ years public/Private Equity accounting experience
Experience in managing and marketing a new business unit
Skills in negotiation, business planning and budgeting, margin analysis, rating agency relations and technical accounting
Strong knowledge of waterfall structures, modeling and calculations
A highly successful record of delivering large scale business/technology reengineering initiatives in the private equity, hedge funds and fund of funds businesses
Knowledge of IFRS, US GAAP and other comprehensive basis of accounting
Experience in reviewing and preparing general ledgers and financial statements
Strong leadership skills and supervisory experience of other professionals
Advanced computer skills (Microsoft Excel)
Bachelors Degree in Accounting, Finance, or Economics

113

Private Equity Operations Manager Resume Examples & Samples

Team player with the ability to lead – this will be very important as cross-team interaction is critical to the smooth running of the group
Accounting qualification (ACCA, ACA, CIMA, CPA or similar)
Knowledge of Lux Gaap and IFRS

114

CIB Private Equity Portfolio Administration Resume Examples & Samples

Processing of daily capital calls and distribution notices
Gathering and inputting quarterly fund valuation entries
Gathering and inputting company level data from financial statements
Preparation of weekly cash-flow reports
Document management
Undergraduate degree required (finance, accounting or economics a plus)
CFA/CAIA designation (or working towards the same) a plus

115

Private Equity Group Asia Resume Examples & Samples

Work closely with senior Private Equity professionals to identify and evaluate potential investment opportunities across Taiwan and South East Asia
Interact extensively with the leading entrepreneurs and senior management of potential investee companies across Asia (non-China focused)
A university degree in Finance or related disciplines with excellent academic results
1-3 years of hands-on experience in transactions or deals, ideally from Private Equity or Investment Banking
Excellent bilingual communication skills in both spoken and written English and Mandarin
Technically sound with practical and advanced financial modeling skills
Excellent team player, with initiative, resilience and drive to succeed in a small-team setting

116

Private Equity Group Asia Resume Examples & Samples

Actively source and identify private equity investment opportunities and fund-raising activities across different industry sectors in China
Frequently drive and conduct business development activities across China
Monitor the operations of portfolio companies
Provide strategic and other relevant advice to portfolio companies
Ensure due diligence undertaken for transactions in China as per Firm policy*LI-JG1
At least 10-12 years of proven deal sourcing and business development experience in Private Equity or Investment Banking in China
Capability to identify and capitalize on investment opportunities and source potential investments
Ability to work collaboratively as part of a deal team and support the investment process from thesis definition to sourcing, due diligence, negotiations, value-add and exit
An inspiring team leader with resilience and drive to succeed in a small team setting
Technically sound with practical financial modeling skills
Demonstrated knowledge of financial markets
Willingness to travel frequently across China

117

Trade Specialist for a Private Equity Firm Resume Examples & Samples

Loan trade settlement
Keeping organized with the trades across different funds
Coordinate daily cash flows
Work daily in communicating findings between trustees & Treasury
Coordinate execution of trade documents
Work with cross functional teams to insure timely settlement
2 to 6 years business experience in the financial industry or paralegal experience
A prior focus in the asset management segment of the financial services industry
Preferably in the fund of funds sub-segment

118

Private Equity Accountant Resume Examples & Samples

Providing client service on a multitude of matters including recording and analyzing transactions, reconciliations, and preparation of work paper packages
Coordination of external audits, Form PF filings, Management Company reporting requirements
Familiarity with preparing and reviewing of capital call and distribution calculations, management fee calculations, waterfall calculations and preparation of financial statements
Knowledge of US GAAP Prior supervisory experience

119

Mbd-private Equity Infrastructure Resume Examples & Samples

Complex financial modelling of potential investments
Development and support of an investment thesis
Assist across all areas of the execution of complex private equity transactions, including valuation, due diligence, structuring, deal documentation and financing
Assist with internal investment process, including preparation of Investment Committee materials
Reporting responsibility for existing investments and portfolio companies
Outstanding academic record including bachelor’s degree or equivalent required
Prior investment banking experience at a bulge bracket bank in the natural resources, infrastructure or transportation sectors essential
Buyside investing experience in a private equity firm required
Must have strong quantitative, financial modelling and analytical skills
Ability and desire to play an active role across all functional areas of the IIG team
Ability to multi-task and manage projects to deadlines required
Excellent communication, writing and presentation skills required
Must have the ability to be detail-oriented and meticulous
Demonstrated interest as an investor required
Must have excellent team working skills

120

Director, Private Equity Resume Examples & Samples

Manage staff in the field and in the office to provide real time feedback and guidance to client and diligence providers to help ensure timely and efficient product delivery
Strong current knowledge in one of the following: United States Generally Accepted Accounting Principles, Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards, mergers and acquisitions, or transaction services
Strong verbal and written communication skills with prior applicable business development experience
Ability to travel fifty percent of the time including international travel
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

121

Seasonal Private Equity Valuation Director Resume Examples & Samples

Real Estate Market transaction and/or market participant data analysis
Cost, market, and income valuation methods, including discounted cash flow models
Real Estate transactions consulting, including finance and financial reporting facets and implications
Mortgage debt, CMBS, and/or other Real Estate related financial instruments valuation, regulatory and/or transactional experience
Collection, synthethis and analysis of real estate market data across property types on a domestic and foreign basis
Analyses of historical property operating statement, and implications on value and forecasts. Review and preparation of real estate, and real estate related instruments valuation analyses using the three acceptable methods of valuation

122

Senior VP, Private Equity Operations Resume Examples & Samples

Support management teams to develop and implement "Take Control" activities and 100 Day Plans - including milestone-driven, detailed operating plans that focus on successfully integrating portfolio companies and driving performance improvement opportunities
Provide both strategic and tactical counsel to portfolio company leadership teams leveraging operations, strategy, and financial expertise
Assist management teams in driving cross-functional turnaround and performance improvement programs including activities such as, but not limited to, core process redesign, cost reduction, corporate strategy, supply chain optimization, sales/marketing effectiveness, M&A support (including post-merger integration), talent and incentive upgrades, and other performance improvements
Drive market-facing and operations diligence activities for potential new investments. Work with external advisors and deal teams to assess underlying markets, competitive landscapes, and target organization capabilities and strategies. In addition, as deals begin to take shape, this individual will need to cultivate strong relationships with management to engender support for and competitively position Oaktree as a preferred partner. Finally, this individual will be responsible for scoping and sizing potential post-deal operational improvements
Work with Oaktree investment professionals and other advisors to further develop and execute liquidity/exit plans for portfolio companies
10-15 years of business experience, including a combination of corporate operating experience and a minimum of 3-5 years of top-tier management consulting experience. Consulting expertise should be focused on cross-industry operational improvement / turnaround engagements coupled with a lesser number of pure "strategy" engagements
Analytic and business process orientation with the ability to dig into detailed financial and operating information and identify trends, process improvement opportunities and strategic implications
Strong board and C-level presentation construction and delivery capabilities, including a strong capability to synthesize and construct arguments
Domain expertise with industrial, consumer, healthcare, , technology/media, and/or business services companies
Broad cross-functional exposure. Doesn't need to be an "expert" in every function, but needs to know functional basics and when to bring in true experts
Intellectual horsepower combined with a strong, self-guided work ethic
Proven “influencing skills” and bedside manner that engenders trust and openness. Partnering mentality in working with management teams and investment professionals
Willingness to travel 50% or more

123

Accountant, Private Equity Resume Examples & Samples

Degree in accounting, finance, economics or equivalent
Qualified/part-qualified Accountant is an advantage but not required
Excellent interpersonal skills, as this role requires interaction at all levels of the organisation and externally

124

Private Equity Resume Examples & Samples

Manage relationships with clients at appropriate levels to ensure continued confidence in the company
Responsible for the direction and training of subordinate managers and staff. Address employee concerns and sensitivities
Review and approve all transactions (money movement, trades, etc.) in accordance with established guidelines
Provide support for and effectively communicate broad overall company initiatives and goals to managers and staff within span of control
Monitors and approves department expenses
Develop ideas for new products and services to expand business opportunities and better meet client needs
Participates in new business process including review of proposals, prospect presentations, staffing allocations, etc
Represent the organization internally and externally as a senior level executive of the company

125

VP Private Equity Funds Resume Examples & Samples

Responsible for development and execution of overall business plans both internally and in partnership with clients
Manage relationships with clients at appropriate levels to ensure continued confidence
Manage relationships with key client contacts ensuring expectations are met and client satisfaction with the level of service received
Ensure process and procedures are adequate to meet quality standards and are consistently applied and regularly reviewed within department
Candidates must have a college degree (accounting degree strongly preferred; business, mathematics, finance or economics degree required)
15 or more years of previous accounting and/or financial service operations experience, including 3 to 4 years of managerial experience
Solid business unit management specifically in the private equity industry is required

126

Private Equity Operations Account Manager Resume Examples & Samples

Strong working knowledge of accounting principles, general ledgers, financial statements etc
Team player with the ability to coordinate deliverables within a team – this will be very important as cross-team interaction is critical to the smooth running of the group
Accounting qualification (ACCA, ACA, CIMA, CPA or similar) or partly-qualified
Experience in accounting (preferably including private equity accounting or partnership accounting)

127

AVP Private Equity FA Resume Examples & Samples

Manage day-to-day communications with contacts of one or more clients, including investment professionals, client personnel, investors, attorneys, auditors, bankers,
Direct and/or indirect management and supervision of all subordinate staff levels
Coordinate discussion and documentation of portfolio investment valuations with clients, as necessary
Full review of accounting and tax work paper packages, financial statements and other reports and communications for one or more clients
Coordinate and manage annual audit and tax return preparation with Big 4 accounting firms, including negotiation or review of fees, as necessary
Coordinate and liaise with other operating groups (investor communications, financial reporting, tax, etc) to ensure effective communication among operating groups
Assist with development and implementation of accounting policies and procedures
Meet all requirements for the performance planning process including goal setting, regular and immediate feedback and submission of formalized performance appraisals
Coordinate and manage special client and corporate projects

128

VP Private Equity FA Resume Examples & Samples

Provide overall direction to department managers and subordinate staff to assure synchronized teamwork that accomplishes yearly and quarterly financial and operations goals and objectives
Responsible for developing department budget and staffing projections. Completes staffing proposals for newly awarded business
Assess operational effectiveness and make suggestions to streamline functions
Represent the organization internally and externally as a senior level executive
Allocates and coordinates resources including staff allocation, space and procurement of necessary equipment
Spearhead special projects and serve on committees and task force assignments
Provide leadership in areas outside of the division

129

Private Equity Resume Examples & Samples

Deal assessment and execution. Coordinating and conducting due diligence, financial review, preparation of presentation materials for investment committee, documentation review and negotiation, etc
Financial modeling: running financial models; conceptualizing and developing financial valuation analyses to evaluated potential investment opportunities and monitor existing investments
Investment monitoring: Assisting in managing and monitoring existing investments in the portfolio through active dialogue with the management teams, review of financial reports and board materials,
Business development: Conducting and synthesizing market research to evaluate investment themes and opportunities and any factors that may impact them such as regulations, policy, competitors, technology, etc
Significant investment exposure on projects/deals
Exposure to an experienced senior team with strong team values
A collaborative and entrepreneurial work environment
A strong brand in the fund management industry
Five to nine years of total experience in the energy and power, or natural resource group with most recent experience in a private equity fund
Experience in negotiating transaction terms & conditions and documentation
Highly numerate with demonstrable financial modeling and evaluation skills. In particular, a good understanding of cash flow modeling is important
Ability to manage workload effectively and deliver quality work on schedule
Demonstrated research, analytical, and presentation-drafting skills
A strong team player with a good work ethic
Strong moral and ethical responsibility to clients and fellow colleagues
Ability to effectively communicate complex issues in written and oral presentations
Desire to be part of a new and growing business within a large dynamic organization
Enthusiasm and commitment to working in a friendly, entrepreneurial, team environment
Bachelor’s degree in engineering, finance, economics, mathematics/statistics, or a related field
CFA, CAIA, MBA or advanced degree preferred

130

Accountant, Private Equity Resume Examples & Samples

Client Reporting: Critical background knowledge of entities in progress; Issuing tax forms to investors prepared by client tax advisers; Able to prepare and issue ad-hoc reports to clients
Proforma Accounts: design pro forma accounts, ensuring they are in accordance with appropriate regulations/standards and agreed with clients/auditors; Maintain capital accounts for limited partnerships
Communication: Liaising with other departments such as fund administration; maintenance of client relationships; effective communication with client, investors and other associated parties (based worldwide); dealing with investor queries in an efficient and timely manner
Prepare and circulate accounts and tax timetables, advising on potential accounting issues & best practises
Preparation and review of management fee calculations
Calls/Distributions: Develop understanding of the process; calculate the call/distribution amounts for recommendation by client; liaise with client and investors regarding receipt/payment of monies; liaise with financial institutions receiving or making payment of funds, and review and maintain records
Understand the process of the Transfer of Shares or Limited Partnership Interests, and be familiar with anti-money laundering regulations and how to maintain records
Preparation of FRR and LRR calculations
Liaise with Compliance and file any FRR or LRR breach notifications
Think outside the box to add value to the team and progress of direct reports
Train and discuss accounting issues with Administration staff in order to ensure their understanding is sufficient to book-keep transactions appropriately within the team, with little supervision or need for amendment
Generate process and system enhancement ideas and co-ordinate the introduction of these changes, once approved by the department CSDM with supporting documented procedures

131

Northeast Surety & Private Equity Resume Examples & Samples

Minimum 10+ years Surety and M&A experience preferably within an insurance brokerage environment in the Northeast marketplace
BA/BS degree in related field of study required. Advanced education degrees preferred
Valid State-relevant Insurance license(s)required within 60 days of employment
Knowledge of, and viewed as a leader within the Surety and M&A related Industry Associations in Northeast
Extensive relationships with major sureties operating in the Northeast
Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional
Ability to deliver exceptional client services and work in a client-centric strategic and decisive manner according to tight deadlines
Excellent communication, negotiation and interpersonal skills
Self-motivated with the ability to work effectively as part of a team or on individually-assigned tasks in a fast-paced, dynamic environment where superior time-management and prioritization skills are essential

132

Director / Senior Director, Private Equity Resume Examples & Samples

Strong experience with the Transaction Advisory Group of a Big 4, ideally developed at international level, within a leading consulting firm, supporting private equity and corporate investors with M&A
Specific expertise in leading financial restructuring processes within Italy and ideally internationally
Proven capability to review internal processes within complex organizations
Strong capability to support or take the lead in an Interim CFO/ Financial Director role in mid to large companies
Strong track record in the redesign and implementation of short term cash forecasting processes and tools
Experience in supporting cash management and identifying and implementing working capital improvement opportunities
Leading a Group Finance department efficiently including cash control and management procedures
Capacity to thrive in a fast-paced, challenging, and uncertain environment
Strong facilitation skills, forging consensus around credible, executable solutions
Passionate about affecting real change
Reads people accurately; can diagnose strengths, weaknesses, and potential; knows what skills are required to fill a job or role; hires the best
Excellent written and oral communications skills, confident and impactful presenter
Objective, fact based approach to problem solving
Hands-on and non-hierarchical operator who is equally effective in managing up and down and relates well at all levels and cultures
Driven by values and integrity, talks straight, builds confidence and leads by example
The ability to manage a multiple stakeholder environment within a privately owned business

133

CIB Investor Services Head of Private Equity Resume Examples & Samples

Responsible for the management of a local team and external client relationships
Manage monthly, quarterly and annual accounting and reporting functions for a portfolio of closed ended private equity funds
Understand local regulatory environment and lead relationship with regulator for the Private Equity team
Significant experience of internal controls, checklists and procedures and interaction with internal audit, implementing change and constantly creating efficiencies in operating model
Responsible for LP / investors’ capital calls, distributions, investor financial reports and capital statements
Understand client relationships and expectations and ensure client deliverables are timely and accurate
Review annual financial statements and liaise with external auditors to manage the audit process
Maintain a schedule of investments and legal and accounting support for investments
Responsible for fund compliance with partnership agreements and other legal and regulatory requirements
Interact with many JPM stakeholders – produce, sales, risk, legal, compliance etc
Review quarterly NAV and regulatory reporting where appropriate
Communication and interaction with clients on fund matters and investment structures
Ownership of timely resolution of client/investor queries
Assist/support clients with special projects and requests
Identify fund issues and escalate to Senior Management on a timely basis
Collaborate with on-boarding team in relation to new business
Significant experience and proven track record in managing a team and previous closed ended fund experience required
A qualified accountant with post qualification experience or with proven experience in acccounting with exposure to US/Lux/UK GAAP and IFRS
Investran or Advent Geneva knowledge preferred
Fully accountable to Clients and Senior Management for all reporting activities within the group
Must be a team player with the ability to network with co-workers but also have the ability to work independently and prioritise own workflows
Demonstrates JPMorgan Values
Staff development, with an emphasis on career development opportunities
Provides feedback in a constructive manner and encourages open communication
Participate in all salary actions and promotion proposals
Proficient in Excel and Word, previous experience of eFront or Investran would be beneficial
Proactive attitude, ability to multi-task and work to tight reporting deadlines
Autonomous and rigorous
Strong presence and presentation skills

134

Team Leader, Private Equity Resume Examples & Samples

3-4 years of accounting /securities operations experience and 5-6 years private equity fund accounting/administration experience with demonstrated growth of responsibility is a must with a minimum of 3 years client servicing or related experience
We are looking for individuals who have supervisory skills, the ability to work effectively in a team environment, exhibiting initiative, leadership, and flexibility
The ideal candidate will have a formal education in accounting and/or related business degree, understand the complexities of the private equity markets via past experience, and be well acquainted with Investran and MS Suite of Systems (Excel/Access/Word) (intermediate/advanced level)

135

NM Capital Private Equity Accountant Resume Examples & Samples

Minimum of 2 years of work experience in audit, private equity accounting, transaction advisory services, or portfolio valuation
BA/BS in Finance, Accounting, or Economics
CPA preferred or working toward CPA designation
A strong working knowledge of accounting principles and practices related to portfolio valuations, demonstrated decision making, and analytical skills
Demonstrated experience with financial statements and analysis including strong detail orientation
Exposure to private company valuation methods desired (use of publicly traded comparable multiples, discounted cash flow modeling, and debt pricing)
Ability to work effectively in a fast moving, demanding, and dynamic environment
A high degree of personal initiative and self-motivation is required, as well as the ability to work independently to find solutions to issues
Ability to multi-task responsibilities to meet tight deadlines of deliverables with accurate results
Creative problem solver with strong interpersonal skills

136

Entry Level Accountant Private Equity Funds Resume Examples & Samples

Update distribution waterfall (carried interest) models, in keeping with the applicable fund terms
Undergraduate degree in Accounting or related field
Deadline oriented with ability to complete assigned tasks independently
Attention to detail and ability to multi-task
Proficiency in Microsoft Office suite, with emphasis on Excel skills

137

Private Equity Resume Examples & Samples

Understanding of Financial Statements and Analysis
Private Equity / Real Estate Fund Administration experience
Understanding net income and distribution waterfalls for the purpose of calculating carried interest

138

Consumer Goods Private Equity Firm-senior Accountant Resume Examples & Samples

Solid experience (4+ yrs) managing a Funds accounting operations and structures
Prideful and motivated by owning a process (this person will be expected to take it and run with it)
Thoughtful and business savvy disposition (must be able to look at things from a high level as well as get into the details)
Must be motivated, intelligent, and passionate about their investing strategy

139

Private Equity Resume Examples & Samples

Supporting all aspects of the marketing and fundraising cycle for certain funds from fund concept, PPM preparation, pitch books, marketing and diligence support
Managing key client relationships, including by developing/executing client strategic partnerships
Aggregating fund performance, sales metrics, and capital raised data from across each of Blackstone’s businesses
Preparing sensitivity analyses, projections, forecasts, etc
Completing client due diligence requests
Drafting presentations and memorandums for Blackstone senior management
Assisting with Blackstone’s firm-wide Product Review Committee
Assisting annually with client participation in Blackstone training events
Collaborating with Private Equity Investor Relations and Reporting group
Assisting on several other ad-hoc projects as needed
Undergraduate degree in Finance, Accounting or Economics with a strong GPA
Ability to work in a fast-paced environment and handle multiple projects
Highly proficient in Microsoft Office
Ability to “see the bigger picture” and get to the heart of issues rapidly
Excellent interpersonal and communication skills, both written and verbal
Results-oriented, with the ability to work effectively under pressure
Personal and professional integrity of the highest order

140

Private Equity & Structured Finance Intern Resume Examples & Samples

Will be responsible for researching elements of Private Equity and Structured finance transactions as directed. This to include use of internet as well as internal systems for mining of data
Help organize files and contribute to reporting required for various portfolios
Will be responsible for maintaining elements of pipeline and underlying holdings reports
Update cash flow schedules with current data, track currency and geographic exposure for holdings
Gather data on new investment opportunities as directed

141

Account Manager Private Equity & Pension Funds Resume Examples & Samples

Account strategy, planning and management
Pipeline management
Account team effectiveness
Enabling exceptional client service
A bachelor's degree is required; graduate degree preferred
Minimum 5-8 years relevant experience, including previous experience with complex account management and/or business development
Professional services and/or Private Equity/Pension Funds knowledge or experience is an asset
Strong time management and organizational skills, ability to meet tight deadlines and coordinate multiple projects at one time. Project management experience is desirable
Highly-developed computer skills

142

Administrator, Private Equity Administration Resume Examples & Samples

Understand the workings of private equity securities
Assist the Assistant Manager/Supervisor in tracking lifecycle events for private equity securities from initial set up to closeout; taking into account capital calls, distributions, expenses, pricing and any other impacting activity
Update the offline PE tracking tool to ensure the accurate recording of lifecycle events and the valuation of the PE positions
Process transactions once confirmed on BNYM Fund Accounting Platform
Review cash and asset reconciliations for PE securities. Liaise with Recon to provide updates for items pertaining to PE
Calculate the accurate Market Value of the PE securities
Reconcile the commitment levels to the LP or underlying administrator statements
Complete the daily tracker for PE
Promote good working relations with internal and external parties
Assist in managing the take-on of new PE securities for new or existing clients
Ensure any potential or known issues are escalated to the assistant manager of the PEA team
Carry out any ad-hoc projects assigned by Management

143

Private Equity Resume Examples & Samples

Provide analytical analysis and on ‐ site support of key initiatives across the portfolio including monthly and quarterly reporting, group purchasing organization (GPO), LP due diligence preparation, cross ‐ selling, sustainability, lean, IT, and other functional initiatives as needed. Includes extensive use of Salesforce.com to help manage portfolio company data and maintain contacts across all companies
Help drive the cross ‐ portfolio group purchasing initiative including tracking progress, summarizing the savings opportunity, working with the portfolio companies’ procurement/IT/HR/Marketing and other functions to execute the program and interface with our GPO partners
Liaise with Blackstone deal team members, finance, IT, and portfolio company executives to ensure high quality reporting and analysis of performance across the portfolio. Respond to on ‐ going data requests from senior Blackstone management, QA reports, and communications. Also includes the quarterly CEO survey reporting
Help support the IT and lean operations initiatives as needed with analytical analysis including areas of pricing, Salesforce effectiveness, and sustainability
Conduct a variety of projects related to portfolio company executives, their abilities, results, and leadership
Support the annual CPO, CEO, Veterans, and CxO Conference planning, design, and execution including working closely with Events team to ensure highly valued added sessions

144

Private Equity Controller Resume Examples & Samples

8-12 years of related experience
Distressed Debt knowledge
Strong bank debt knowledge

145

Private Equity Resume Examples & Samples

A top tier university degree with superior academic performance record
5 – 1.5 years from either a leading investment banking analyst program or a private equity investing role, preferably in the targeted industries within infrastructure (as indicated above)
Ideally looking for someone who is a 2015 or 2016 undergrad
An understanding of, and passion for, long-term investing, detailed analysis and the

146

Private Equity Sector Marketing Leader Resume Examples & Samples

Developing and executing a data driven, integrated marketing strategy delivering results against strategic priorities that contribute to developing relationships, building pipeline and increasing brand equity
Developing marketing tactics across a wide variety of functional areas of the marketing mix including: brand, digital and social marketing, public relations, analyst relations, collateral, thought leadership and sales tools, events, etc. and leading strategy to tie these initiatives together using customer journey principles and marketing automation
Collaborating with subject matter specialists and leadership to develop messaging platforms and value propositions that are relevant and compelling and incorporate messaging throughout all communications
Conducting competitive and market research to understand client issues, marketing dynamics and competitive strategies and incorporating this information into marketing activities to drive high impact and differentiated programs
Understanding of relevant companiesâ€™ strategies, buying habits, executives and competitors; and,
Understanding of Marketing and Sales function, including Sales, Marketing, Brand, and Integrated Content, as well as a broad understanding of related functions and Line of Service/Sector client service offerings
Creating marketing programs that are on the leading edge and leveraging the latest marketing technologies to create a greater client experience e.g. social listening, analytics, etc
Evaluating, analyzing and interpreting voice of the customer and market research information from a variety of sources and applying learning to drive marketing strategy
Completing marketing impact reports including both a quantitative and qualitative analysis on how marketing programs contribute to impact on client relationships, the sales pipeline and brand awareness/equity
Leading, managing and coaching resources including hiring and performance management
Developing strong relationships with peers and leadership, subordinates and sources
Working across multiple communications platforms, including social media, video and digital
Building and maintaining relationships with highest levels of leadership, including effectively managing through a matrixed organization
Communicating, writing, and strategizing effectively with proven specialization in writing skills in order to translate complex concepts into easy to understand and compelling messaging to support a point of view to leadership
Developing marketing strategies and plans that deliver positive results in brand awareness and revenue growth
Assessing marketing needs to allocate a multi-million dollar budget across multiple business units; and,
Influencing senior leadership in order to increase effectiveness of marketing activities thus driving revenue and strengthening brand in the marketplace

147

Senior Administrator, Private Equity Resume Examples & Samples

Effective communication with client, investors and other associated parties (based worldwide)
Dealing with investor queries in an efficient and timely manner
Purchase and Sale of Investments
Implements approval process effectively
Review of documentation / record maintenance
Implementation of payment / receipt of funds procedure
Correctly records receipt of documents of title and able to reconcile on a timely basis (safe custody)
Correctly records the receipt of funds
Understands purpose of holding companies
Preparation of asset reconciliations
Good understanding of bookkeeping including more complex transactions
Assists junior staff with bookkeeping entries
Understands cash management procedures for specific entities
Able to check bank accounts on a monthly basis
Able to check cash reports on a monthly basis
Calls/Distributions
Understands the call/distribution process
Able to calculate the call/distribution amounts for recommendation by client
Liaises with client and investors regarding receipt/payment of monies
Liaises with financial institutions receiving or making payment of funds
Reviews and maintains records
Company Secretarial Knowledge
Transfer of shares or Limited Partnership Interests
Understands the process applicable to the entity
Understands anti-money laundering regulations and how to maintain records
Compliance and Regulation
Has an understanding of the main Guernsey legislation as it effects entities under administration i.e. Guernsey Company Law, POI and FNCC legislation
Has an understanding of the anti-money laundering legislation, particularly with regard to Investor ‘KYC&#8217

148

Private Equity Resume Examples & Samples

Master’s degree in Business Administration, Finance and/or Economics
Strong previous relevant experience in client facing positions, and/or investment experience in the asset management industry (preferably in private equity)
Strong understanding of the Private Equity market and EMEA investor landscape
Fluency in English including good writing skills. Other Western European language skills are seen as a strong plus
Full proficiency in Word, Excel and Power Point
Strong relationship management skills with a consultative sales approach
Persuasive and polished written and oral communication skills
Demonstrates entrepreneurial spirit and is willing to assume additional responsibilities
Advanced PowerPoint, Excel and Word skills

149

Team Leader, Private Equity Resume Examples & Samples

To ensure that the client is provided with an effective service by the Department in accordance with the client’s needs and the policies and procedures of the Company
Fulfil additional, relevant, tasks appropriate to the role and business requirement
Relevant Professional Qualification or qualified by experience (Essential)
ACCA/ICSA or equivalent (Desirable)
5 years previous administration experience (essential)
Previous management experience (essential)
5 years previous PE administration experience (desirable)
Previous PE management experience (desirable)
Strong IT skills (essential)
Management skills (essential)
Bookkeeping skills (essential)
Advanced IT Skills (desirable)
Knowledge of: Guernsey Company Law (essential)
POI and FNCC legislation and Anti-Money (essential)
Laundering legislation (essential)
Knowledge of the administration of PE funds to include structures and the regulatory requirement

150

Senior Principal, Direct Private Equity Resume Examples & Samples

Extensive private equity or industry experience demonstrating a specialization in financial services investing
Proven track record of successful investments or allocation of capital through operating experience
Proven experience in leading successful deals in the financial services sector (e.g., sourcing, analysis, structuring, due diligence, execution, monitoring and successful exits); proven track record of successful investment recommendations; excellent judgment and “sense of the deal”
Experience leading successful negotiations with multiple stakeholders and executing a wide range of agreements (purchase and sale, shareholder, etc.)
Solid, demonstrated experience building, overseeing, leading, coaching and developing deal teams
Significant relationship management experience including primary responsibility for managing relationships with companies and other external stakeholders

151

Senior Principal, Direct Private Equity Resume Examples & Samples

10+ years of private equity or industry executive experience demonstrating specialization in Technology investing with a proven track record of successful investments or allocation of capital through operating experience
Undergraduate and graduate degree (most likely MBA, JD or similar. A CFA / CBV or CA is considered an asset
Proven experience in leading successful deals in the technology sector (e.g., sourcing, analysis, structuring, due diligence, execution, monitoring and successful exits); proven track record of successful investment recommendations; excellent judgment and “sense of the deal”
It is critical that the individual has the personal characteristics, reputation and team orientation which will enable him/her to command the confidence, loyalty and respect of CPPIB colleagues

152

Private Equity, Operations Account Manager Resume Examples & Samples

Strong working knowledge of accounting principles, general ledgers, financial statements and footnotes
Strong overall knowledge of investment types and instruments
Ability to perform multiple tasks simultaneously while maintaining attention to detail
Advanced computer skills, especially Microsoft Excel
Ability to adapt quickly to new systems and procedures
University degree (B.A., B.Sc., B.B.S.) in Accounting or Business (preferably majoring in Accountancy or another Financial-related program)

153

Private Equity Partners Resume Examples & Samples

Participate in due diligence of investment opportunities (funds, secondaries, direct investments), including preparing valuation analyses and summary reports
Prepare diligence materials & memoranda and present investment recommendations
Work with and help guide the development of interns and other junior analysts
Coordinate and oversee the team's weekly investment deal log
Assist in the preparation of summary review materials in support of internal quarterly reviews, external investor reports, advisory board meetings, and fundraising
Gain familiarity with financial databases such as Bloomberg, Capital IQ, Private i, Preqin, etc
Intellectual curiosity; Attention to detail
Relevant industry experience or an educational degree in one of the five major industries that PEP invests in would be plus (i.e. Healthcare/Life Sciences, Energy, Industrials, Technology and Consumer)
Analytical and critical thinking – Ability to identify and articulate key investment considerations and risks. Ability to constructively review and critique other team members’ work, and willingness to receive and respect alternate points of view
Good interpersonal & team skills – Comfortable with consensus decision-making and working in a cross-border, strong team-based environment
Organizational and time-management skills
Outstanding academic achievement, demonstrated leadership and extracurricular involvement
Passion for and understanding of the private equity industry

154

Operations Lead Private Equity Resume Examples & Samples

Reconciling transactions related to the investment portfolios, dividends and interest, corporate actions and investor capital activity
Working with the Managers providing oversight of Fund Administrators and their assigned relationships
Responsible for the preparation and completion of the audit process for assigned relationships
Ensuring a strong understanding of the systems used and being responsible for the consistency and accuracy of assigned relationships
Reviewing transfer agent processes including input of investor dealings, weekly, monthly deposits and withdrawals, roll ups at period end into Investor Services systems (Mantra & Investran)
Processing of Derivatives, such as Spot/Forwards Foreign Exchanges (FX’s), Futures and Options
Providing analysis and administration of potential write down of investments
Releasing of Net Asset Value (NAV’s) to public bodies such as Bloomberg and Irish Stock Exchange where required
Assisting with the training of new colleagues
Ensuring the verification of trades against Investment Manager and Broker references
Ensuring the verification of pricing of all portfolio investment instruments such as Equities, Futures, Swaps and Bonds
Providing cash and asset reconciliations to Custodial Services, Broker’s and Investment Manager’s
Ensuring client concerns and queries are addressed in a timely and efficient manner
Receiving and responding to Audit queries
Extensive and proven fund accounting experience
Experience with general ledger accounting, with demonstrable attention to detail and accuracy, analytical, technical, organisational and problem solving skills
Private Equity fund accounting experience
Experience using the system Investran
Strong computers skills including Excel, Word, and Outlook with proficiency in advanced Excel functions
Experience working with an Investment Management or finance-related firm (beneficial)
A general knowledge of the Investment industry and/or Fund Accounting experience (beneficial)
Educated to Bachelor’s degree level (or overseas equivalent)

155

AIS Team Manager Private Equity Resume Examples & Samples

Bachelor's degree in finance or Business preferred
6-8 years Financial Services experience with 3-5 years in Private Equity/Real Estate required
10 years Financial Services experience with 5+ years in Private Equity/Real Estate preferred. English language required
2nd European Language preferred
Outstanding communication skills, ability to deliver excellent client presentations
Strong leadership skills required

156

Assistant VP of Private Equity Funds Resume Examples & Samples

4+ years of Accounting experience
Knowledge of US Generally Accepted Accounting Principles
Working knowledge of Sungard Investran

157

Senior Accountant Private Equity Resume Examples & Samples

Bachelor's Degree in Accounting or a related field
Knowledge of US Generally Accepted Accounting Principles and other comprehensive basis of Accounting with an emphasis on investment partnerships
Experience preparing and reviewing General Ledgers, Work Papers and Financial Statements
Background with Alternative Investment Funds
Previous experience working in a Private Equity setting

158

Manager, Private Equity Administration Resume Examples & Samples

Excellent delegation and time management skills with the ability to prioritise a high volume of time sensitive tasks quickly and appropriately
Ability to review and manage a high volume of documentation quickly and to check all relevant details
Strong problem solving skills with an excellent awareness of commercial and risk management based client solutions
Excellent working knowledge of fund structures and fund cash flows
Excellent knowledge of fund regulation and corporate governance
Excellent working understanding of various types of PE transactions
Experience within the finance industry and specifically experience in private equity fund administration
Full/Part qualified or currently studying towards ICSA/ACCA/ACA or a similar qualification

159

VP Private Equity Division Leader Resume Examples & Samples

10-12 years of directly related experience
Proven history of individual and team results
Bachelors Degree or equivalent in Country of residence; advanced degree a plus
Minimum of 3-5 years Direct Large Global Account Management required
Private Equity experience desired
Industry accreditation a plus ( ie, CPP, GPHR)
Minimum of 3-5 years Consulting experience a plus

160

Accountant, Private Equity Resume Examples & Samples

Preparation of the valuations and/or consolidated calculations for Private Equity Companies/Funds
Preparation of the financial statements for Private Equity Companies/Funds 
Ability to interpret legal documents and build calculations around the specifics of the docs 
A track record in modifying controls and procedures in an ever changing environment
Ability to interpret legal documents and build calculations arond the specific of the documents

161

Private Equity Resume Examples & Samples

Manage presentation process from creation to completion. Based on the nature of each meeting, strategically develop customized presentations. Coordinate presentation creation with Private Equity group business development, investment, accounting and client service colleagues gathering relevant information and producing presentations with a focus on continually improving communication efforts
Create customized graphics and charts from raw data provided by investment and marketing teams
Support business development efforts. Responsibilities include: preparing meeting notes, coordinating meetings, maintaining various client relationship management logs, updating internal pipelines, etc
Maintain and update marketing materials. Assist with external communications and website updates
Facilitate database management and assist with requests for information, request for proposals and other client service requests

162

G Account Manager, Private Equity Resume Examples & Samples

A Bachelor's degree is required; graduate degree preferred
Minimum 5-8 years relevant experience, including previous experience with complex account management and/or business development. Project management experience is desirable
Demonstrated success in large matrix organizations
Professional services and/or Private Equity/Pension Funds knowledge and experience is an asset
Strong analytical and quantitative skills, ability to review reports, interpret data and identify trends
Exceptional relationship building/relationship management skills; ability to build trust and confidence with account teams
In-depth knowledge of sales management, and relationship and opportunity tools and processes
A strong executive presence; energetic and engaging style

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