Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions.
Create presentations that illustrate the funds past performance, strategy, and past investors for fundraising.
Help clients create income or growth sufficient for the everyday needs of their clients.
Gather performance metrics from portfolio companies and summarize them for the partnership.
Document financial transactions.
Prepare financial reports.
Work with deal teams to help source and evaluate investment opportunities.
Balance assorted types of investments to create the most tax efficient combination for the client.
Put together various financial models and identify key investment rationale for senior management regarding why the fund should invest capital in such investments.
Perform various valuation methods: comparable companies, precedents, and DCF.
Help portfolio companies revamp operations and increase operating efficiency (EBITDA margins, ROE, cost-cutting) (Managing investments and portfolio companies).
"Asset protection," which helps the wealthy guard against losing money in civil lawsuits.
Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.
Analyze complex data sets to identify crucial financial and business information.
Perform trend analysis.
Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations and pitchbooks.
Screen for potential buyers, build analyses to compare offers.
Drive business results and acquire new assets, both from existing client base and new client acquisition.
Help manage portfolio company reporting, oversight, and operations.
Recognize problems in data.
Develop relationships with new and existing clients in order to expand the business.
Conducts research, ratio analysis and gives interpretations on private companies.
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
Conduct due diligence of potential investments opportunities.
Create pricing strategies.
Perform due diligence, research, analysis, and documentation of live transactions.
Manage an investment portfolio or fund, which comprises partial or whole interest in the equity of the private companies in which they invest.
Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
Develop and expand fund partnerships and relationships.
Create/monitor company budgets.
Create presentations for client portfolios.
Raise money from private companies, banks, and high net worth individuals to maximize returns beyond those that are offered by public stock exchanges.
Energetic and entrepreneurial business builder who thrives and excels in a competitive industry.
Build detailed financial models for new companies.
Explain financial data to company managers.
Execute detailed tasks involved in all phases of M&A and private placement engagements.
Experts who forecast the return on an investment of a company and also define the best usage of certain investment.
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
Conduct market, strategic, and industry analysis.
Write company financial policies.