Private Equity Associate Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

With a degree in finance and over 3 years of experience in the investment sector, I am aiming to help the company in creating investment opportunities by utilizing my financial modeling skills.

Core Competencies:

  • Comprehensive knowledge of leveraged lending, investment banking, accounting and finance
  • Extensive knowledge of analyzing financial statements and developing financial models
  • In-depth knowledge of the practices of private equity, financial tools and theories
  • Well versed in accounting, budgeting and generally accepted accounting principles
  • Comprehensive knowledge of Microsoft applications like database management software, spreadsheet, PowerPoint and Access
  • Goal-oriented with good verbal and written communication skills

Professional History:

Organization: Extron Financial Group, California
Duration: September 2013 till date
Designation: Private Equity Associate

  • Handle responsibilities of conducting qualitative and quantitative analysis to support the underwriting of potential investment opportunities
  • Perform the tasks of evaluating the performance of potential investments that includes the financial analysis of sponsors funds of underlying portfolio companies
  • Responsible for preparing materials and internal memorandum that supports the investment plans
  • Handle the tasks of evaluating the present market conditions as well as potential alternative investment categories
  • Perform responsibilities of generating information and analysis for the purpose of developing and supporting asset allocation decisions

Organization: Bloom Services, California
Duration: June 2011 to August 2013
Designation: Junior Private Equity Associate

  • Responsible for assisting senior level associates in identifying attractive industry sectors as well as specific companies for investment
  • Perform the tasks of reviewing industry journals and attending trade-shows
  • Handle responsibilities of preparing and developing a database of private companies
  • Perform the tasks of identifying and sourcing two to three portfolio companies for the firm.
  • Handle responsibilities of conducting due diligence as well as perform quantitative analysis of specific transactions
  • Responsible for gathering and preparing financial reports and statements for various partnership

Educational Summary:

  • Achieved Bachelor’s Degree in Finance
    University of California in the year 2010


Will be pleased to furnish upon request.