Assisting with valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches and theory
Preparing valuation-related materials for financial reporting and fundraising purposes
Performing in-depth industry and market research
Working in conjunction with deal teams to gather financial information data pertinent to the portfolio companies
Responding to investor and due diligence requests
Creating ad hoc reports for various departments throughout the firm
Assisting in preparing and presenting the results of each analysis in a clear and concise manner.
Ideal Experience and Competencies
Bachelor's degree in Finance, Accounting, or Economics
CFA, MBA or other advanced degree preferred
1 - 3 years' experience, preferably in a valuation role
Strong analytical, comprehension and problem-solving skills, as well as strong verbal and written communication skills
Experience with OPM / contingent claims analyses is a plus
Ability to prioritize tasks, work on multiple assignments and manage changing assignments in a team environment
Strong Excel skills
Experience coordinating with various teams in investment management is a plus (e.g., tax, accounting, compliance, etc.)
Benefits and Perks
At PSG, we are committed to providing excellent benefits that show our deep appreciation for the hard work of our team. Our current benefits offerings include:
Comprehensive medical, dental, and vision insurance, paid for 100% by PSG
Retirement savings plan with PSG match contribution and discretionary profit sharing
Short- and long-term disability and life insurance policies
Flexible spending accounts for health, commuting, and dependent care
Competitive paid vacation and paid holidays
Paid parental leave
Tuition reimbursement program
Employee Assistance Program
Partnership with Maven for family planning and parenthood support, support including fertility & family building, maternity & newborn care, and parenting & pediatrics
Personal training sessions with our Director of Health & Fitness
Beautiful office space in the Fenway area with a state-of-the-art gym
Lunch 3x/week, snacks, coffee, and other beverages available to all employees
Benefits
Health insuranceDental insuranceVision insurancePaid time offFlexible scheduleEquity / stock optionsParental leave
Additional Information
Firm Overview
PSG Equity is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic opportunities, and build strong teams. Having backed more than 160 companies and facilitated over 530 add-on acquisitions, PSG Equity brings extensive investment experience, deep expertise in software and technology, and a firm commitment to collaborating with management teams. Founded in 2014, PSG Equity has since raised over $30 billion in capital and operates out of offices in Boston, Kansas City, London, Paris, Madrid and Tel-Aviv.
Applicants must be authorized to work for an employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position.
Position Overview
The role of Analyst/Associate on the Valuation and Strategic Analysis (VSA) team provides an excellent opportunity for a finance professional to see all facets of the private equity industry. As a member of the VSA team, one of your primary responsibilities will be to assist with the quarterly valuation of PSG's portfolio companies, in accordance with ASC 820. You will also work with all other teams within the company, assisting with various projects. Some of these projects include portfolio monitoring, fund performance analysis, ad hoc LP requests, fundraising, and benchmarking.
The pay range for this position is $75,000 to $125,000 annually. The estimated salary range reflects an anticipated range for this position. The actual base salary offered may depend on a variety of factors, including the qualifications of the applicant for the position, years of relevant experience, specific and unique skills, level of education attained, and certifications or other professional qualifications.
Psgequity · Boston (401 Park Drive), MA