• Job Description

  Req#: 19722

  Overview

  Summary of Responsibilities:

  The Private Equity Investment Intern is a member of the Private Equity investment team whose main responsibilities include supporting the investment team in sourcing, executing and monitoring private equity investments. The Private Equity Investment Intern supports due diligence on both primary fund commitments, structured secondary transactions and single asset co-investments. This due diligence process includes on-site meetings and company level due diligence, market/industry research and competitive positioning, CEO, management team and customer referencing, performance benchmarking, bottoms-up financial modeling, and key transaction negotiations and legal considerations. The Private Equity Investment Intern is responsible for summarizing key due diligence findings and updating the Private Equity team in highly collaborative team diligence and decision-making sessions.

  The Private Equity Investment Intern also plays a role in helping to monitor the performance and other key aspects of FWCPG’s existing Private Equity portfolios. The Private Equity Investment Intern liaises with the Operations team on reporting production for FWCPG, including performance calculations and monitoring of the legacy portfolios.

  Responsibilities

  Position Responsibilities:

  • Participates as an active member of the team with specific assignments related to the due diligence process for prospective investments working as directed by the Investment Managers.
  • Interacts and communicates with private equity firms, placement agents, investment bankers, entrepreneurs, CEOs, consultants, clients and prospective clients.
  • Participates in discussions and reference calls on backgrounds and track records of leaders of prospective investments.
  • Drafts documentation for the Investment Committee, as directed by senior investment team members and when appropriate.
  • Builds Excel models and other ad-hoc analysis to analyze current investment performance.
  • Actively participates in the fund monitoring function for Private Equity. Develops new processes and procedures for fund monitoring as directed by FWCPG.
  • Conducts research on news and trends within the private equity market related to firms, people, investments and markets and communicates findings to members of the Private Equity team.
  • Liaises with Operations on selected projects.

  Qualifications

  Selection Criteria:

  • Proven academic and extracurricular track record with a demonstrated history of achievement.
  • Demonstrated quantitative background (e.g., economics, mathematics, etc.).
  • Proven excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner.
  • Demonstrated ability to effectively interact and communicate with all levels of staff and management.
  • Proven ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format.
  • Demonstrated verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style.
  • Proven ability to complete tasks independently, accurately and on a timely basis.
  • Demonstrated strong attention to detail with excellent organization skills and process orientation.
  • Proven ability to handle confidential information.
  • Demonstrated comfort with quantitative analysis, including identifying, defining and resolving complex problems. Ability to collect, quantify or interpret data to establish facts and draw valid conclusions and provide creative resolutions.

  Work Setting:

  • This position works in an office setting and remains continuously in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires visual acuity to read a variety of correspondence, reports and forms and to prepare and analyze data.

  Educational Requirements:

  • Working towards a Bachelor’s degree.

  Computer Skills and Knowledge Of Hardware & Software Required:

  • Some experience with Power Point, Word processing and spreadsheet applications.

  Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • None required.

  Position Demands:

  • Extended hours required during peak workloads or special projects.

• About the company

  5 billion as of March 2017. Through its member companies, Western & Southern offers a variety of financial services such as life insurance, annuities, mutual funds and investment management.

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