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, Private Equity / Financial Services.

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

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What You’ll Do

• Build and audit detailed operating and transaction models (3-statement models, DCFs, LBOs, and sensitivity analyses).
• Analyze returns, capital structure, downside scenarios, and valuation (comps, precedent transactions, other methods).
• Support diligence across financial, commercial, operational, and legal workstreams.
• Produce investment memos, presentation materials, and clear summaries for the Investment Committee.
• Track portfolio performance: dashboards, KPIs, and operational improvement opportunities.
• Contribute to bolt-on acquisition analysis, refinancing scenarios, and exit planning.
• Present data-backed opinions on risks, value-creation levers, and strategic priorities to senior stakeholders.

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What Makes This Role Exciting

• Direct, early exposure to founders, CEOs, and management teams.
• Real responsibility on live deals — your analysis influences multi‑million dollar investment decisions.
• Fast learning curve across M&A, strategic finance, and operations in a lean deal-team environment.
• Opportunity to see analyses implemented at portfolio companies and measure outcomes.

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Ideal Candidate Profile

• Education & Technical Skills
  • Bachelor’s degree in Finance, Economics, Accounting, Engineering, Math, or a related field.
  • Very strong Excel skills — able to build and audit complex financial models.
  • Solid foundation in corporate finance, accounting, and valuation techniques.
• Experience (formal or informal)
  • Prior internships or roles in investment banking, private equity/VC, consulting, or corporate finance are a plus, but not strictly required for exceptional candidates.
  • Demonstrated interest in investing, deal analysis, or business strategy (projects, clubs, case work, self-directed learning).
• Soft Skills & Mindset
  • High ownership mentality — proactive, resourceful, and results-driven.
  • Clear written and verbal communication — able to tell the story behind the numbers.
  • Comfortable with periods of long hours when deals are live.
  • Curious, humble, coachable, and committed to rapid learning.

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Compensation & Structure

• Employment type: Full-Time.
• Representative compensation range (varies by employer): $140,000 — $185,000+ total compensation (note: actual base and bonus structure will be set by the Confidential Client).

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Careertakes Recruiting & Candidate Support

As a third‑party recruiter, Careertakes will help qualified candidates move through the process efficiently. Typical support includes:

• Screening and resume feedback aligned to private equity hiring expectations.
• Guidance on modeling and case prep relevant to the role.
• Coordinated outreach on behalf of candidates to the Confidential Client. Note: final hiring decisions, offer terms, and employment contracts are determined by the Confidential Client.

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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.