Unique private equity analyst role within West Monroe Capital.  Responsibilities will range across all areas of private equity firm including portfolio company tracking, oversight of firm operations & accounting, new investment analysis, and fundraising support. 

West Monroe Capital is a private equity co-investment fund within the global technology consulting firm West Monroe.  West Monroe Capital invests alongside West Monroe’s private equity clients and corporate clients in situations where our consulting firm can be helpful to the investment thesis.  Opportunities are sourced through over 500 buy side technology diligence projects and 1,000’s of consulting projects performed by West Monroe annually.  West Monroe counts most of the top 100 US private equity firms as clients.

Primary responsibilities: 

• Portfolio Support
• Portfolio monitoring and maintaining internal investment tracking databases
• Update portfolio company valuation models
• Update fund level valuation / cash flow models
• Assist in preparation of quarterly fund reporting packages
• Interact with West Monroe’s consulting account coverage and project execution teams
• Accounting / Operations
• Assist with cashflow planning and processing across funds and the management company
• Work with fund administrator and fund managers to maintain quarterly activity for general ledger, facilitate monthly reconciliations, review fund financial statements, and support audit process
• Assist in maintenance of fund financial schedules and reporting in accordance with legal documents
• Assist in preparation of reporting packages for the management committee, investors, and lenders
• Investment Pipeline Management & Execution
• Assist with managing the initial screen of investment opportunities
• Maintain internal investment tracking databases including current pipeline, target data capture, and analytics models
• Support investment execution process, including company/industry specific due diligence, manager research, financial analytics, scenario analyses, and assist in the preparation of investment memoranda
• Attend all investment committee meetings
• Support internal and external pipeline reporting and analysis requests

Here’s what you should bring to the table: 

• Solid analytical, problem solving, organizational, and presentation skills 
• General understanding of private equity fund structure and business model
• Ability to structure, break-down, and present complex ideas and information in a simple persuasive form, both written and oral
• Professional presence and communication skills to interact effectively with internal and external parties
• Self-starter with desire for continuous learning and ability to work independently within the team

Qualifications: 

• Bachelor’s degree, ideally with a degree in Finance or Accounting
• 1 – 3 years of relevant experience in accounting, corporate finance, lending or investment analysis
• Proficient in use of Microsoft PowerPoint & Word, with advanced experience in Excel
• Occasional travel expected
• Legally authorized to work in the United States without limitation 

Location: 

• Chicago
• Hybrid work environment with 2-3 days per week in office expected

#LI-HYBRID

Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here.  Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.​

Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Ten weeks of paid parental leave will also be available for use after successful completion of one year of employment.