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Five Arrows, Private Equity Investment Analyst, NY

Salary undisclosed

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About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Five Arrows

Five Arrows is the alternative assets arm of the Rothschild & Co group.

It deploys the firm's capital, alongside that of a select set of leading institutional and private investors. With global commitments in excess of €24 billion, Five Arrows manages a series of funds dedicated to corporate and secondary private equity, multi-managers funds and co-investments as well as senior and junior credits.

Our business is founded on three inter-twined principles - our passion for investing, respect for risk, and culture of partnership - all of which define who we are today.

Overview Of Role

Five Arrows has grown rapidly, from €2 billion in assets under management in 2010 to more than €24 billion today, and is looking for an Analyst to join the investment team of Five Arrows Secondary Opportunities ("FASO").

FASO is a specialist in the direct secondaries market with a long-standing history and expertise in Europe and an expanding operation in the U.S. The fund’s investment strategy targets small and mid-cap GP-led transactions and covers the entire spectrum of the private equity asset class, including buyout, expansion capital and growth equity transactions, with an emphasis on healthcare, technology and business services.

The Investment Analyst role demands excellent communications skills, strong analytical insight and financial modeling capabilities, creativity in accessing and processing information, the ability to balance multiple workstreams, but most importantly, the ability to work effectively in a cross-border collaborative environment and a passion for private equity investing.

Responsibilities

  • Work on lean deal teams to perform due diligence of investment opportunities, including conducting market and company research, formulating valuation analyses, creating, running and managing financial models, and developing balanced, fact-based investment recommendations
  • Prepare and present investment memorandums, summarizing key diligence findings and financial analyses, and partake in diligence discussions and investment committee meetings
  • Actively participate in meetings with general partners, company management teams, advisors, and industry experts to source and evaluate investment opportunities and develop market insights
  • Monitor the investment performance of the FASO portfolio and assist with reporting needs to limited partners of the fund


Experience, Skills And Competencies Preferred

Candidates will have 1 to 2 years of professional experience, ideally in investment banking, private equity, corporate finance, equity research, and/or consulting. Additionally, the following attributes are desired:

  • Strong fundamental knowledge of accounting and corporate finance
  • Robust analytical and quantitative skills, including substantial experience in company and industry research, financial modeling and valuation
  • Excellent proficiency in Microsoft Excel and PowerPoint
  • Proven ability to successfully multi-task, along with strong attention to detail
  • Ability to comprehend new business models, markets, and companies and identify key considerations with guidance from senior investment professionals
  • Results-oriented personality, strong judgment and critical thinking skills
  • Ability to articulate and present points of view and ideas effectively, both verbally and through written communication
  • Intellectually curious, proactive, innovative, creative and forward thinking
  • Strong sense of integrity and character, demonstrated ability to maintain humility and even temperament in a fast-paced and competitive investment environment
  • A passion for understanding and investing in the private equity industry


Expected base salary rates for this role in our New York Office will be between $90,000 and $115,000 per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered. In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus.

Rothschild & Co North America is an equal opportunity and affirmative action employer. Disabled/Veterans

Notice of applicant rights

https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf

Notice of applicant rights (Supplement)

https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

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