Facebook pixel

Private Equity Analyst
Updated on 3/13/2023
Chicago, IL, USA
Experience Level
Desired Skills
Data Analysis
  • 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
  • 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
  • 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
West Monroe

1,001-5,000 employees

Digital management consulting services
Company Overview
West Monroe's mission is to partner with companies in transformative industries to deliver quantifiable financial value. The company functions in multidisciplinary teams that blend management consulting, digital design, and product engineering to move companies from traditional ways of working to digital operating models—and create experiences that transcend the digital and physical worlds.
  • Parental leave
  • Medical coverage
  • Flexible PTO
  • 401(k) plan
  • Company stock purchase program
  • Flexible spending accounts
  • Pre-tax transportation benefits
  • Company-provided & supplemental life insurance
  • Perks & discounts program
  • Short-term & long-term disability insurance
  • Pet insurance
  • Travel bonus program
  • LifeLock group rate
Company Core Values
  • Inclusion and diversity
  • People-first
  • Best client service
  • Best and brightest
  • Stewardship
  • Employee-owned
  • Meritocracy
  • Nimble
  • Fun
  • Practical innovation
  • Social responsibility
  • Integrity
  • Quality over growth