Summer 2027 Private Equity Investing Analyst

LOCATION

San Francisco, CA & New York, NY

ABOUT US

Our client is a San Francisco, New York City, and Salt Lake City-based private equity firm that is completely reimagining the private equity space. With $16B+ in assets under management across nine flagship funds and an established track record of strong performance (most recent fund of $4.5B), our client continues to demonstrate that pursuing and investing in passionate individuals is the key driver in building enduring companies and delivering market-leading returns.

Our client is proud to be recognized as a UNPRI certified business, B-Corporation organization, Great Place to Work™, and Inc. Top Founder Friendly firm. The team believes in hiring for attributes over experience and includes 150+ professionals with diverse investing, operations, management, and finance backgrounds. Learn more by visiting their website.

THE ROLE

The primary focus of our Summer Investing Analyst program is to gain experience assessing potential investment opportunities for our client’s fund. This entails proactively analyzing industries and individual companies, identifying key trends and risks, and highlighting attractive areas for investment. As deal processes “go live,” the Summer Analysts will play a critical role on the deal team in assisting with various components of the deal process, including building and analyzing financial models, participating in on-site company visits, and conducting diligence meetings with business executives.

Analysts are an integral part of the deal teams. Our client strongly believes in giving all team members ownership and responsibility early on so that they can maximize their learning and be ready to meaningfully contribute to the team. The aim is for Analysts to matriculate into full-time Investing roles at the firm.

WHAT YOU WILL DO

• Participate in a comprehensive 1-week onboarding program
• Learn how to prepare technical elements of deal processes, including: financial statement analysis, financial modeling, transaction structuring, and financial and operational due diligence
• Present deal opportunities + dynamics to deal teams and Partners
• Assist with the negotiation of deal structures and dynamics
• Meet with and present to company Management Teams
• Participate in a variety of firm-wide activities, including: cross-functional team social events, unique PeopleFirst development workshops, and unparalleled mentorship opportunities within the firm

WHO WILL SUCCEED AT THIS JOB

• A problem solver – you’re creative and solution oriented
• A fast learner – you pick up new skills quickly and are constantly curious
• A hard worker – you have a strong work ethic and are persistent
• A self-starter – you're independent, have a growth mindset and hold yourself accountable for successful outcomes
• A communicator – you think on your feet and present ideas clearly and directly
• A teammate – you enjoy working with, learning from, and building relationships with others

QUALIFICATIONS

• Current Class of 2028 (or Winter 2027) undergraduates [REQUIRED]
• Demonstrated track record of academic excellence and/or extracurriculars (GPA 3.5+)
• Strong quantitative and analytical skills
• A curious mindset and desire to learn
• A desire to problem-solve and drive solutions
• Low ego and the ability to take feedback
• Excitement to work with and learn from teams

COMPENSATION

Base pay range for this role is expected to be between $8,000–$10,000 per month of the program. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise and the applicant's skill set.

DIVERSITY, EQUITY, & INCLUSION

Our client believes a focus on diversity, equity, and inclusion (“DE&I”) is integral to hiring exceptional people and creating enduring businesses. To inspire growth at the firm and throughout the portfolio, they strive to create an organization where every individual is celebrated, heard, valued, and empowered to reach their full potential. These beliefs and actions are true to their PeopleFirst philosophy, which is rooted in how they invest, hire, and show up day in and day out.

They will continuously look for ways to improve and evolve in our ever-changing world and are committed to ensuring the firm is one of the best places to work for all by creating diverse teams, strengthening a culture of inclusion, and giving everyone an equitable opportunity to succeed. To learn more about their DE&I work, please read their latest Force For Good Report.

Through upskill, you can now express early interest in our Summer 2027 summer intern program!