Private Equity Research Analyst


Company:: Citi
Location:: Boston, MA
Job Type:: Full Time
Category:: Wealth Management, Sales & Trading


Posted:: 5/3/2013

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Job Description

Citi is today's pre-eminent financial services company and was built to create a highly diversified financial services company that could act as one to deliver solutions to clients throughout the world. With the most diverse array of products and the greatest distribution capacity of any financial firm in the world, our employees manage 200 million customer accounts across six continents in more than 100 countries.

Citigroup Inc. and its subsidiaries ("Citigroup") are equal opportunity employers M/F/D/V and do not discriminate on the basis of any legally protected status or characteristic.

The Private Equity Research Analyst works on a team that delivers the highest level of service to maximize the value and return of investment for third party clients. The position focuses on originating, underwriting, structuring, and assisting with the syndication of North American private equity investment opportunities to meet the needs of a global client base. Investment vehicles include funds, club structures, and co-investments.

The Private Equity Research Analyst will participate in the entire private equity investment process including deal sourcing, initial investment underwriting/ due diligence, structuring, syndication, and ongoing monitoring. The ideal candidate will be an experienced, highly motivated, and self-starting individual who is passionate about private equity and meeting the demands of a global client base.

Job Responsibilities

Originate and diligence private equity investment opportunities in North America.

Analyze prospective investment opportunities in North America to assess most attractive investments by property types and geographies.

Perform financial projections and other analyses used in evaluating potential investments.

Assist in the structuring of private equity products as well as the distribution efforts.

Prepare and present investment packages to the Investment Committee.

On-going monitoring of existing and prospective private equity investment vehicles.

Provide updates to clients or respond to client inquires on existing private equity products.

Provide updates to senior level management on an on-going basis as necessary.

BS/BA in Finance, Real Estate, Private Equity or related field required; MBA preferred.

5-7 yrs relevant experience.

Background or previous involvement in real estate related private equity or investment management preferred.

Prior experience identifying private equity investment opportunities for institutional or ultra high-net-worth clientele; preferably with a private equity network that can generate investment opportunities in North America.

Experience investing in private equity investment funds, club structures, and co-investments.

Strong financial modeling and analytical skills.

Superior written and verbal communication skills and the ability to work effectively in a team oriented environment.

Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects and firm deadlines.