Private Equity Securities Analyst

Berwyn, PA
$120,000 - $150,000
Jan 22, 2021
Mar 22, 2021
Passed CFA Level I
Employment Type
Full Time

We are looking for a securities analyst to help model, analyze and write up various investment opportunities.  The candidate will be responsible for a broad range of investments including both public and private equity.  Cash flow modeling and valuation of investment ideas will be critical components of the job.  Excellent writing communication skills are a must. If you cannot write well, please don’t apply. Writing investment memoranda explaining the merits and risks of potential investments will be an important part of the job.  The ideal candidate works well in a small, entrepreneurial, collegial, and fast paced environment with minimal supervision.

Specific Responsibilities Include:

  • Monitor cash flow and valuation of current private investment portfolio.
  • Conduct fundamental research on new investment ideas including detailed cash flow modeling.
  • Discuss both existing and prospective investments with the Investment Committee.
  • Write summaries of new investment ideas and updates to current investments.
  • Must be able to work independently.

Job Requirements:

  • Bachelor’s Degree
  • CFA candidate preferred
  • Minimum of 3 years experience as an investment analyst. Please don’t apply if you have less than 3 years experience.
  • Highly skillful in Excel modeling

CFA Level 1 is not necessary

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