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 capital and buy-side finance (private equity, growth equity, private credit).

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

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About the Role

This listing represents the type of early-career private capital and buy-side finance roles our network places — it is not an offer of employment from a named employer. Careertakes supports confidential searches for entry-level Private Capital Financial Analyst roles that provide hands-on exposure to transaction modeling, valuation, diligence, and portfolio monitoring.

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About the Opportunity

A confidential, lower middle-market private capital firm may hire an entry-level Private Capital Financial Analyst to support deal underwriting, valuation workstreams, and portfolio company monitoring. The role offers direct buy-side exposure to financial modeling, capital structure analysis, and transaction execution within lean investment teams.

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Day-to-day Responsibilities

• Financial analysis & modeling

  • Build and maintain operating and transaction financial models, including 3‑statement models, DCFs, and introductory LBO/return models
  • Analyze investment returns, capital structures, leverage profiles, and downside scenarios
  • Perform valuation work using comparables, precedent transactions, and intrinsic approaches
  • Support underwriting and scenario analysis for new investments, add‑ons, and recapitalizations

• Due diligence & investment support

  • Support financial, accounting, and commercial diligence workstreams
  • Analyze historical and projected financial performance, KPIs, cash flows, and unit economics
  • Review quality‑of‑earnings findings and summarize key financial takeaways
  • Synthesize third‑party diligence deliverables into concise analytical insights

• Investment committee & transaction support

  • Assist drafting investment memoranda, financial exhibits, and presentation materials
  • Summarize key risks, sensitivities, and return drivers
  • Provide analytical support through signing and closing processes

• Portfolio financial analysis & monitoring

  • Support ongoing portfolio company monitoring and reporting
  • Assist with budget reviews, variance analysis, and covenant tracking
  • Contribute to analysis for bolt‑on acquisitions, refinancings, dividend recaps, and exit scenarios
  • Track portfolio performance versus original underwriting assumptions

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What Makes This Work Engaging

• Direct exposure to buy‑side financial analysis and transaction economics
• Regular interaction with senior investors, management teams, and external advisors
• Accelerated development in valuation, financial modeling, and capital markets
• A strong foundation for long‑term careers in private equity and private capital

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Ideal Candidate Profile

Education & technical skills

• Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related discipline
• Strong Excel skills and comfort building and auditing financial and valuation models
• Solid understanding of accounting, corporate finance, and valuation fundamentals

Experience (formal or informal)

• Prior internships or experience in investment banking, private equity, transaction advisory, consulting, or corporate finance is helpful
• Demonstrated interest in financial analysis, investing, or transaction‑oriented work

Soft skills & mindset

• High attention to detail and strong analytical discipline
• Clear written and verbal communication skills
• Ability to operate in fast‑paced, deal‑driven environments
• Coachable, intellectually curious, and proactive

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How Careertakes Helps Candidates Access Roles Like This

Careertakes is a third‑party recruiting platform that supports candidates pursuing competitive private capital and buy‑side finance roles.

• AI‑driven application automation

  • Automated applications to volume‑appropriate roles with tailored resumes
  • Targeted search across private equity, private credit, growth equity, and corporate development

• Recruiter & hiring manager outreach

  • Human‑led outreach to recruiters and investment professionals
  • Support initiating warm, targeted conversations beyond public job boards

• Execution, tracking & interview support

  • Centralized systems to manage applications, outreach, and progress tracking
  • Assistance with financial modeling tests, valuation cases, and interview preparation
  • Continued guidance through the hiring process until placement

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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.