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Private Equity Analyst Jobs in Boca Raton, FL (NOW HIRING)

... Analyst, you will play a key role in supporting the Director of FP&A and senior leadership in ... Experience in financial services, lending, specialty finance, or private equity-backed companies ...

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Private Equity Analyst information

See Boca Raton, FL salary details

$36.9K

$86.7K

$126.3K

How much do private equity analyst jobs pay per year?

As of Aug 11, 2026, the average yearly pay for private equity analyst in Boca Raton, FL is $86,666.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $98,900.00 per year, depending on experience, location, and employer.

What is the difference between Private Equity Analyst vs Investment Banking Analyst?

AspectPrivate Equity AnalystInvestment Banking Analyst
Required CredentialsBachelor's degree, finance or related field; MBA often preferredBachelor's degree, finance, economics, or related field; MBA advantageous
Work EnvironmentOffice-based, project-focused, long-term investment analysisHigh-pressure, deal-driven, client-facing environment
Employer & Industry UsagePrivate equity firms, investment fundsInvestment banks, financial advisory firms
Common Search & Comparison IntentUnderstanding roles in private equityUnderstanding roles in investment banking

Private Equity Analysts focus on evaluating and managing investments in private companies, often working on long-term projects within private equity firms. Investment Banking Analysts, on the other hand, primarily assist with mergers, acquisitions, and capital raising for clients in investment banks. While both roles require strong financial analysis skills and similar educational backgrounds, their work environments and career paths differ significantly.

What does a private equity analyst do?

A private equity analyst is hired by a private equity firm to improve profit and maximize an investment portfolio. As a private equity analyst, you use modeling techniques to weigh the pros and cons of investments in finance. You design hedging strategies to gather information to determine the valuation of investing in a particular stock. You take into consideration the financial risk and overall objective, prepare reports, and make recommendations based on your analysis. You communicate and collaborate to implement techniques for increased revenue, value, and funds while also negotiating new deals.

What are the most common challenges faced by private equity analysts during deal evaluation and execution?

Private Equity Analysts often face the challenge of conducting thorough due diligence under tight deadlines, requiring them to quickly analyze large volumes of financial data and market research. They must also balance multiple projects simultaneously, coordinating with internal teams and external stakeholders such as legal advisors and company management. Effective communication and attention to detail are key, as even minor oversights can impact investment decisions. Over time, analysts develop strong analytical and project management skills, which are essential for advancing to more senior roles in private equity.

What are the key skills and qualifications needed to thrive as a private equity analyst, and why are they important?

To thrive as a Private Equity Analyst, you need strong financial modeling, analytical, and quantitative skills, typically supported by a degree in finance, economics, or a related field. Proficiency with Excel, financial databases (such as Bloomberg or Capital IQ), and possibly CFA or similar certifications is highly valuable. Exceptional communication, attention to detail, and the ability to work under pressure help analysts stand out in this highly competitive environment. These competencies are critical for conducting thorough due diligence, evaluating investment opportunities, and supporting data-driven decision-making in high-stakes transactions.

What is a private equity analyst?

Private Equity Analysts are finance professionals who evaluate investment opportunities for private equity firms. They conduct financial modeling, analyze company financials, prepare investment memos, and assist in due diligence processes to help firms decide which companies to acquire or invest in. Private Equity Analysts also monitor portfolio companies and track industry trends to inform investment strategies. Their work is crucial in supporting senior team members throughout the deal-making process.
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What cities near Boca Raton, FL are hiring for Private Equity Analyst jobs? Cities near Boca Raton, FL with the most Private Equity Analyst job openings:
Infographic showing various Private Equity Analyst job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 22% Part Time, and 6% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $86,666 per year, or $41.7 per hour.

Private Markets Reporting Specialist

Oxford Financial Group, Ltd.

Palm Beach, FL โ€ข On-site

Full-time

Re-posted 13 days ago


Job description

POSITION SUMMARY

The Private Markets Reporting Specialist is responsible for delivering accurate, timely, and insightful reporting across private market investments, including performance measurement, cash flow tracking, and reconciliation.

DUTIES & RESPONSIBILITIES
  • Perform end-to-end reporting and analysis of private market investments, including private equity, venture capital, hedge funds, and other alternative assets
  • Reconcile investment transactions, capital calls, distributions, fees, and expenses across custodians, managers, and internal systems
  • Track and validate cash flows, ensuring accuracy of investment activity and alignment with underlying fund documentation
  • Calculate and analyze performance metrics, including IRR, TWR (as applicable), and total return
  • Investigate and resolve discrepancies in valuation, pricing, and transaction data
  • Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW families
  • Partner with internal teams (Client Service, Private Market Services, Operations) to ensure data integrity and reporting consistency
  • Assist in building scalable reporting processes and improving workflows related to private market data aggregation and reporting
  • Troubleshoot reporting issues and provide ongoing support for systems such as Addepar, Canoe, or other reporting platforms
  • Contribute to data governance and documentation of reporting methodologies and procedures

QUALIFICATIONS

  • Bachelor's degree in Finance, Economics, Accounting, or a related field preferred.
  • Three to five years of experience in investment reporting, performance analytics, or operations within wealth management, asset management, or a family office
  • Direct experience with private market investments and related reporting requirements
  • Strong understanding of capital calls, distributions, waterfall structures, and fund accounting concepts
  • Proficiency in performance measurement, including IRR and cash flow-based return methodologies
  • Experience with reconciliation across multiple data sources (custodians, fund managers, internal systems)
  • Familiarity with reporting platforms such as Addepar, Canoe, Arch or similar tools preferred
  • Advanced Excel skills required; experience with data tools or automation is a plus
  • CIPM designation preferred (or progress toward certification)
  • Exposure to data automation, AI tools, or workflow optimization (e.g., using AI for reconciliation support, anomaly detection, or reporting and workflow efficiency) is a plus
  • Ability to leverage AI and automation to improve reporting workflows and data quality is strongly preferred
  • Demonstrated professionalism, discretion, and respect for confidential matters

WORKING CONDITIONS

  • Limited travel as business needs necessitate
  • Long periods of sitting utilizing a computer
  • 100% onsite