Private Equity Analyst
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Tuckers Farm
New York, NY, US
Summary
The Private Equity Analyst will assist the investment team with financial modeling, market research, and presentation building. They will also support the operations team with portfolio management, fund administration, and CRM maintenance.
Job Description
Position: Private Equity Analyst
Client Name: Tucker’s Farm
Company’s Website: www.tuckersfarm.com
Location: Fully remote
Start Date: Immediately
Annual Compensation (Details below)
o Base salary: $60,000+ (depending on experience)
o Bonus: $40,000+ (based on performance and closed deals)
BACKGROUND
We are a low-profile, value-oriented holding vehicle modeled after Berkshire Hathaway. The founders/investment team is comprised of value investors from Apollo Global Management (~$80bn private equity group) and Viking Global Investors (~$50bn hedge fund). We have various portfolio companies or ‘platforms’ (also known as rollups, aggregations, or buy-and-builds). Each platform is capitalized with a long-term equity base and has the sole mandate of compounding cash flows for the long term, primarily through M&A. We have a broad mandate and look for opportunities across industries, geographies and the capital structure, although our primary focus is on rollups.
We are seeking a full-time Private Equity Analyst to assist with our investment team (financial modeling, market research, presentation building) and our operations team (portfolio operation and fund administration). Main responsibilities are to assist the Investment Team and the COO across all aspects of private equity investments and portfolio operations.
SPECIFIC DUTIES AND RESPONSIBILITIES
An initial preview of the responsibilities & tasks are as follows (there will be more, but this will give you a general sense of the roles & responsibilities):
o Financial modeling and asset analysis
o Collecting and analyzing company and market data
o Conduct market research and support investment theses (industry sizing, comps, competitor analysis)
o Track portfolio company performance and internal KPIs; build and maintain dashboards and reporting
o Handle fund administration tasks (capital calls, wires, investor tracking, basic LP reporting support)
o Build and manage outbound target lists for sourcing (CRM management, data gathering, enrichment)
o Support ad hoc operational, strategic, and administrative initiatives as needed
IMPORTANT NOTE
At Tucker’s Farm, we hire for attributes and potential over specific experience or formal education. We’re looking for hungry, go-getter individuals who are excellent on the phone and have a drive to succeed in a career in finance & investing. Your experience could vary widely, and we encourage applications from diverse backgrounds.
KEY ATTRIBUTES WE’RE LOOKING FOR
o Excellent verbal communication skills
o Hunger and drive to succeed in a fast-paced environment
o Ability to thrive without extensive structure
o Strong project management skills (i.e., superb at to-do-lists, meticulous execution managing multiple workstreams and correspondence with brokers)
o Highly organized, exceptional attention to detail, and solutions-oriented
o Comfort with performance-based compensation
YOUR BACKGROUND MIGHT LOOK LIKE
o A soon to be or recent graduate with 0-2 years of work experience
o Sterling academic credentials
o Strong interest in private equity and operations
COMPENSATION STRUCTURE
o Base salary range of $60,000+, depending on experience
o Bonus of $40,000+, depending on performance and closed deals
Founded in 1994 as a small goat dairy, Tucker’s Farm Corporation is a value-oriented holding vehicle that has grown into a family of companies across industries and geographies. The farm aims to deploy ~$100 million of equity capital every year as it seeks to find and compound cash flows through highly active M&A strategies in the lower-middle market (and still boasts a strong herd of ~20 Nubian half-pygmy goats).
Founded
1994
Company size
2-10 employees
Industry
Venture Capital and Private Equity Principals
Org type
Partnership
Headquarters
New York, NY
Founded in 1994 as a small goat dairy, Tucker’s Farm Corporation is a value-oriented holding vehicle that has grown into a family of companies across industries and geographies. The farm aims to deploy ~$100 million of equity capital every year as it seeks to find and compound cash flows through highly active M&A strategies in the lower-middle market (and still boasts a strong herd of ~20 Nubian half-pygmy goats).
Founded
1994
Company size
2-10 employees
Industry
Venture Capital and Private Equity Principals
Org type
Partnership
Headquarters
New York, NY
