About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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About the Role

Confidential Client (via Careertakes) is seeking an analytically driven, early-career Entry Private Markets Analyst to join a private markets / lower middle‑market private equity team in Manhattan, NY. This is a hands-on opportunity to develop financial modeling, due diligence, and portfolio monitoring skills while supporting live transactions and portfolio companies.

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What You’ll Do

• Support creation and maintenance of basic to intermediate financial models (operating models, DCFs, introductory LBOs)
• Analyze returns, capital structures, and scenario sensitivities
• Perform valuation work using comparable companies, precedent transactions, and simplified intrinsic methods
• Assist with financial, commercial, and operational diligence workstreams
• Conduct industry, market, and competitor research to support investment theses
• Compile and summarize third‑party diligence findings and vendor reports
• Prepare exhibits, investment memos, and presentation materials for internal review
• Help organize diligence findings, key assumptions, and risk factors for investment committee materials
• Track portfolio company performance and maintain KPI dashboards
• Support analysis for operational initiatives, bolt‑on opportunities, refinancings, and exit scenarios
• Provide analytical support throughout the deal lifecycle, from sourcing diligence to post‑close monitoring

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Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field
• Strong Microsoft Excel skills; comfortable working with financial data and models
• Foundational understanding of accounting, corporate finance, and valuation concepts
• Clear written and verbal communication skills
• Strong attention to detail, coachable mindset, and willingness to learn in a fast‑paced environment
• Ability to manage multiple tasks and deliverables under tight deadlines

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Preferred (but not required)

• Prior internships, coursework, or project experience in investing, private equity, investment banking, consulting, or corporate strategy
• Demonstrated interest in private markets, transaction work, or operational improvement projects
• Familiarity with PowerPoint for investment committee presentations and basic data visualization

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What You’ll Gain

• Direct exposure to real transactions and deal execution in private markets
• Close mentorship from senior investors and hands‑on learning across investment analysis, diligence, and portfolio work
• A steep learning curve and strong foundation for a long‑term career in private equity, growth equity, or private capital
• Practical experience preparing investment memos, KPI dashboards, and post‑investment performance tracking

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Compensation & Location

• Location: Manhattan, NY (hybrid arrangements may be available depending on the confidential client)
• Type: Full‑time
• Typical total compensation range (representative): $140,000 — $185,000+ (varies by employer and level). Exact pay and benefits will be provided by the hiring organization at offer stage in accordance with applicable law.

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Why Careertakes & Confidential Client

Careertakes partners with hiring teams across Accounting & Finance to connect early‑career candidates with curated private markets roles. If selected, you will be employed by Confidential Client. Careertakes provides outreach support, role matching, and candidate preparation to help you present your best case during the hiring process.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.