Analysts support the deal team in all aspects of the deal process, which includes origination, due diligence, negotiation, financing, documentation, strategic planning, and portfolio management. Candidates who take initiative, have a tremendous work ethic, and have a high level of maturity are considered ideal. Superior written and oral communication skills are also required.

Title

Analyst

Strategy

Argosy Private Equity

Location (in-person)

Wayne, PA

Contact

Responsibilities

- Act as a critical member of Argosy Private Equity’s transaction team, supporting various workstreams simultaneously
- Demonstrate the ability to run certain portions of the deal process (e.g., overseeing quality of earnings, environmental reviews, background checks, etc.)
- Demonstrate an ability to analyze business plans
- Capable of building and reviewing portfolio company valuations
- Lead in preparation of quarterly reporting, including portfolio company valuations and projections
- Extensive financial modeling including sensitivity analysis to support potential investment opportunities. Can effectively compare financing sources (including sensitivity analyses) to select optimum provider and capital structures
- Assist with financial and other acquisition related due diligence, including monitoring diligence stream documents and information




- Lead in preparation of presentation materials for the firm’s Investment Committee
- Participate in negotiations on behalf of the firm for new investments dealing with partnership arrangements, financing agreements, and other project contracts which impact the project return
- Provide ongoing monitoring of assets with the firm’s portfolios including review of monthly operating results and maintaining project performance. Review financial results from a portfolio company and make sure they’re in-line with the forecast
- Conduct market research to assess a company’s growth potential

Qualifications

- Solid academic credentials – bachelor’s degree (business focus/major a plus)
- Ability to review and interpret financial statements
- Advanced understanding of accounting and valuation
- Mature, responsible and motivated; complement existing PE transaction team
- Highly analytical, with a bias toward supporting claims with data
- Extensive financial modeling skills and experience in Excel
- Previous transaction experience on either the buy or sell side
- Strong interpersonal and communication skills
- Clear, concise business writing skills
- Previous private equity a plus
- Investment banking and transaction accounting backgrounds highly preferred
- Previous work/internship experience of between one to two years

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