Management Trainee Class (IV)

Job Description

Position Overview:

The Management Trainee – Private Equity Management is an entry-level role designed to provide hands-on exposure to the dynamic field of private equity. The trainee will work closely with senior investment professionals, gaining experience in deal sourcing, financial modeling, portfolio management, and due diligence processes. This position serves as a stepping stone to a long-term career in private equity.

Key Responsibilities:

1.Investment Analysis and Deal Evaluation:

•Assist in identifying potential investment opportunities and conducting preliminary screenings.

•Analyze financial statements, market trends, and industry data to assess target companies.

2.Financial Modeling:

•Build and update detailed financial models to evaluate investment scenarios.

•Support valuation processes using methodologies such as DCF, multiples, and precedent transactions.

3.Due Diligence Support:

•Participate in the due diligence process, gathering and analyzing critical data on target companies.

•Prepare due diligence reports highlighting risks, opportunities, and investment rationale.

4.Portfolio Management:

•Monitor the performance of portfolio companies by tracking financial and operational metrics.

•Support senior team members in preparing reports and updates for stakeholders.

5.Market Research:

•Conduct in-depth research on industries, competitors, and macroeconomic trends relevant to potential and existing investments.

•Identify and report on emerging investment opportunities.

6.Stakeholder Engagement:

•Collaborate with internal teams, portfolio company management, and external advisors during various stages of the investment cycle.

•Prepare presentations and reports for internal committees and external investors.

7.Operational Support:

•Assist with the preparation of investment memorandums, pitch decks, and fundraising materials.

•Provide administrative and operational support as required.

Work Environment:

The role requires adaptability to work in a high-pressure, deadline-driven environment. Occasional travel for site visits or stakeholder meetings may be necessary.

Reporting To:

Private Equity Associate or Manager.

This program offers a structured pathway to develop the skills and knowledge needed for a successful career in private equity, with opportunities to take on greater responsibilities as proficiency grows.