Investment Analyst
Investment Analyst 2-Year ProgramLocation:
On Site, Columbia, Missouri We are currently accepting applications for a start date of approximately December 2023/January 2024.
About us:
Permanent Equity uses 30-year capital to invest with no intention of selling in closely-held companies headquartered in North America.
The firm's current portfolio includes 13 companies in aerospace, niche construction, manufacturing & distribution, consumer products, ad tech, recruitment, and niche professional services.
The Opportunity:
We are seeking driven individuals to join our investment team as Investment Analysts.
As an Investment Analyst, you will have the opportunity to play an active role in our firm's investment process, from identifying potential investments to building relationships with key stakeholders.
This is a unique opportunity to gain hands-on experience in private equity and contribute to the success of our firm.
As an Investment Analyst, you will be part of our analyst program, which is a two-year, entry-level, full-time role.
Over the course of two years, you will have the opportunity to build your skills and knowledge in three distinct phases:
Build Coverage:
First 6 Months:
To get started, begin to review opportunities and build relationships in a geographic territory.
Start to develop your specific preferences by pitching and discussing a Top 10 prospecting list in weekly investment meetings.
Build Voice:
Second 6 Months:
As you develop literacy and confidence in your opinions, continue to develop your voice, including how to ask stupid questions of sellers, how to champion a deal internally, and how to conduct external research that can contribute to deal progression and analysis.
Build Record:
Final 12 Months:
As you become comfortable with the process and refine your individual skills, begin to develop a record of specific performance in origination and/or analysis within investment themes about which you are particularly enthusiastic.
Responsibilities Use provided data resources to create target lists of potential investments Identify and develop communication with key point(s) of contact at potential investment targets and/or with advisors Determine whether potential investments fit our quantitative criteria and are situationally viable for our model Transfer relationships to the firm's investment leadership Conduct research, outreach, active dialogue, and relationship development in your defined territory Actively participate in the weekly investment meetings, including socialization of your ideas and approaches Collaborate closely with Emily and Tim, our investment team leaders, to contribute to the investment process Travel as needed to build relationships You're a great fit for this role if you have:
A bachelor's degree A strong understanding of financial concepts, including the ability to understand balance sheets,P&L statements, and how cash flows through a company Proficiency in Excel Experience managing and recording target progress in a CRM Familiarity with tools used to gather data and contact points around a person A willingness to enter a room of strangers, and leave with friends Excellent communication skills, both written and verbal Curiosity and a keen interest in small private companies Ability to work independently and take ownership of projects Strong analytical and problem-solving skills Ability to thrive in a fast-paced, dynamic environment Genuine passion for building relationships and developing connections Why choose us?Our two-year analyst program offers a unique opportunity for individuals to jumpstart their career in private equity, providing practical experience that can be helpful for potential paths in ETA, attending business school, or growing into a larger position within our firm or joining another asset manager.
If you are excited about the potential of private company investing, value long-term relationships and cultural continuity, and want to be part of a team that operates differently in the private equity space, Permanent Equity could be the perfect fit for you.
Join us and be part of our mission to invest in private companies for long-term success, without the traditional pressures of quick exits and heavy debt loads, and contribute to our partnership intended to last for decades to come.
Recommended Skills Analytical Balance Sheet Communication Curiosity Customer Relationship Management Finance Estimated Salary: $20 to $28 per hour based on qualifications.
On Site, Columbia, Missouri We are currently accepting applications for a start date of approximately December 2023/January 2024.
About us:
Permanent Equity uses 30-year capital to invest with no intention of selling in closely-held companies headquartered in North America.
The firm's current portfolio includes 13 companies in aerospace, niche construction, manufacturing & distribution, consumer products, ad tech, recruitment, and niche professional services.
The Opportunity:
We are seeking driven individuals to join our investment team as Investment Analysts.
As an Investment Analyst, you will have the opportunity to play an active role in our firm's investment process, from identifying potential investments to building relationships with key stakeholders.
This is a unique opportunity to gain hands-on experience in private equity and contribute to the success of our firm.
As an Investment Analyst, you will be part of our analyst program, which is a two-year, entry-level, full-time role.
Over the course of two years, you will have the opportunity to build your skills and knowledge in three distinct phases:
Build Coverage:
First 6 Months:
To get started, begin to review opportunities and build relationships in a geographic territory.
Start to develop your specific preferences by pitching and discussing a Top 10 prospecting list in weekly investment meetings.
Build Voice:
Second 6 Months:
As you develop literacy and confidence in your opinions, continue to develop your voice, including how to ask stupid questions of sellers, how to champion a deal internally, and how to conduct external research that can contribute to deal progression and analysis.
Build Record:
Final 12 Months:
As you become comfortable with the process and refine your individual skills, begin to develop a record of specific performance in origination and/or analysis within investment themes about which you are particularly enthusiastic.
Responsibilities Use provided data resources to create target lists of potential investments Identify and develop communication with key point(s) of contact at potential investment targets and/or with advisors Determine whether potential investments fit our quantitative criteria and are situationally viable for our model Transfer relationships to the firm's investment leadership Conduct research, outreach, active dialogue, and relationship development in your defined territory Actively participate in the weekly investment meetings, including socialization of your ideas and approaches Collaborate closely with Emily and Tim, our investment team leaders, to contribute to the investment process Travel as needed to build relationships You're a great fit for this role if you have:
A bachelor's degree A strong understanding of financial concepts, including the ability to understand balance sheets,P&L statements, and how cash flows through a company Proficiency in Excel Experience managing and recording target progress in a CRM Familiarity with tools used to gather data and contact points around a person A willingness to enter a room of strangers, and leave with friends Excellent communication skills, both written and verbal Curiosity and a keen interest in small private companies Ability to work independently and take ownership of projects Strong analytical and problem-solving skills Ability to thrive in a fast-paced, dynamic environment Genuine passion for building relationships and developing connections Why choose us?Our two-year analyst program offers a unique opportunity for individuals to jumpstart their career in private equity, providing practical experience that can be helpful for potential paths in ETA, attending business school, or growing into a larger position within our firm or joining another asset manager.
If you are excited about the potential of private company investing, value long-term relationships and cultural continuity, and want to be part of a team that operates differently in the private equity space, Permanent Equity could be the perfect fit for you.
Join us and be part of our mission to invest in private companies for long-term success, without the traditional pressures of quick exits and heavy debt loads, and contribute to our partnership intended to last for decades to come.
Recommended Skills Analytical Balance Sheet Communication Curiosity Customer Relationship Management Finance Estimated Salary: $20 to $28 per hour based on qualifications.
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