Investment Analyst, Funds of Funds - Private Equity (San Francisco, CA)
About ARDIAN
Ardian is a world-leading private investment house with assets of US$141bn managed or advised in Europe, the Americas and Asia. The company is majority-owned by its employees. It keeps entrepreneurship at its heart and focuses on delivering excellent investment performance to its global investor base. Through its commitment to shared outcomes for all stakeholders, Ardian’s activities fuel individual, corporate and economic growth around the world. Holding close its core values of excellence, loyalty and entrepreneurship, Ardian maintains a truly global network, with more than 900 employees working from 16 offices across Europe (Frankfurt, Jersey, London, Luxembourg, Madrid, Milan, Paris and Zurich), the Americas (New York, San Francisco and Montreal, Santiago) and Asia (Beijing, Singapore, Tokyo and Seoul). It manages funds on behalf of around 1,100 clients through five pillars of investment expertise: Fund of Funds, Direct Funds, Infrastructure, Real Estate and Private Debt. Follow Ardian on Twitter @Ardian
Follow Ardian on Twitter @Ardian
About this Job
The position is for a full time Analyst position within Ardian Fund of Funds, to be based in Ardian's San Francisco office. The Analyst will focus on primary, early secondary, and secondary investments, providing highly advanced support in investment functions including financial modeling, valuation, analysis of private equity funds and companies, preparation of investment recommendations for Ardian's global investment committee, as well as various ad hoc reports and projects as needed.
Job Description:
Primary fund of funds:
- Screen North American Private Equity market
- Compile information and conduct research Meet and evaluate fund managers
- Conduct due diligence (strategy, team, performance)
- Prepare investment recommendation
- Present to global team and Investment Committee
- Monitor portfolio through ongoing dialogue with managers & attendance of investors meetings
- Prepare reporting presentations to Limited Partners
- Secondary fund of funds:
- Participate in investment opportunities sourcing effort
- Value and price equity interests in private equity funds and companies
- Prepare financial projections and transaction modeling
- Prepare investment recommendations
- Present to global team and Investment Committee
- Monitor investments and development vs. targeted performance
- Prepare reporting presentations to Limited Partners and Advisory Board
- Key Qualifications:
- Top school degree in Finance or other related field
- Excellent written and oral communication skills
- Strong Excel and Powerpoint skills
- Organized, motivated, strong analytical mindset
- Drive for results, teachable, always delivers high quality work
- Deep understanding of corporate finance principals and how to analyze investment opportunities
- Able to work in fast paced multi-cultural environment
- Ability to work independently as well as be part of a small team
- Finance or industry-related (corporate banking, investment banking, public accounting, etc.) experience preferred
- U.S. work authorization is required
Ardian is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to religion, gender, age, national origin, ethnicity, mental or physical disabilities or sexual orientation. As a forward thinking organization, we recognize that having people from different backgrounds brings innovation and excellence. Therefore, we pay a particular attention to building a diverse and inclusive working environment.