Theideal candidate for this role is intellectually curious, capable of analyzingcomplex data to identify risks and opportunities, and able to thrive in afast-paced, collaborative team environment. This individual is motivated tocontribute to and enhance the team's investment approach through thoughtfulanalysis and innovation. Responsibilities include conducting due diligence onpotential private equity investment opportunities and supporting the ongoingmonitoring and reporting of the investment portfolio. The role offerssignificant latitude for initiative and independent judgment. The SeniorAnalyst will work proactively with the Private Equity Team and IMD staff andwill report directly to a Private Equity Director.
This position will be filled at the Senior Analyst level.
Compensation: The TRS Investment Management Division offers an attractivecompensation package consisting of base salary, annual performance incentivebonus, a defined-benefit pension plan as well as 401(k) and 457 retirementplans, and comprehensive benefits. Salary is commensurate with experience.
Candidates must attach a resume to the application to be considered. Pleaseinclude relevant work experience, education, GPA, and standardized test scoresin the resume.
WHAT YOU WILL DO:
Due Diligence and Analysis
Perform due diligence and investment analysis to support evaluation of co-investments across multiple sectors and geographies, with a smaller portion of time spent evaluating fund investments.
Evaluate the overall merits, risks, valuation, return profiles, and terms of Private Equity and Venture Capital transactions alongside investment partners, including but not limited to reviewing detailed company information, conducting in-depth industry analysis, completing reference checks, building complex financial (LBO) models, and performing valuation analyses (comparable and DCF) to assess overall transaction attractiveness.
Communicate analysis of investment opportunities, results, and recommendations with the relevant team members and/or senior team via verbal and written reports and presentations, including preparing qualitative and quantitative reports, memoranda, and spreadsheets.
Portfolio Monitoring
Consult or coordinate with team members, analysts, investment\accounting, legal counsel, custodian, and third-party advisors and consultants.
Evaluate portfolio diversification by geography, sector type, and investment style.
Assist with the development, monitoring, and reporting of diverse portfolio investments.
Prepare reports related to performance, risk and other ad-hoc topics related to the PE portfolio.
Develop and maintain professional relationships and contacts within the investment industry in order to conduct research and gain knowledge of appropriate investment opportunities.
Utilize TRS portfolio management systems such as DealCloud and PowerBI.