Comments on: Private Equity Analyst Roles: The Best Way to Skip Investment Banking? https://mergersandinquisitions.com/private-equity-analyst/ Discover How to Get Into Investment Banking Mon, 31 Jul 2023 22:41:54 +0000 hourly 1 https://wordpress.org/?v=6.2.2 By: M&I - Brian https://mergersandinquisitions.com/private-equity-analyst/#comment-808438 Mon, 31 Jul 2023 22:41:54 +0000 https://www.mergersandinquisitions.com/?p=29215#comment-808438 In reply to Bekim.

Thanks. If you want to do REPE specifically, you should try to find some type of real estate role, even if it’s not specifically working on deals or investing, because with real estate, pretty much any type of RE-related experience will help quite a bit. I don’t think it’s a great idea to go for a traditional IB or PE role because it will take a lot of time, they won’t know where to put you, and you don’t necessarily need it for REPE. I would take a look at some of the CRE coverage on this site and see if you can get ideas from that – a lending role or even brokerage might work.

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By: Bekim https://mergersandinquisitions.com/private-equity-analyst/#comment-808171 Fri, 21 Jul 2023 02:15:51 +0000 https://www.mergersandinquisitions.com/?p=29215#comment-808171 Hello Brian, extremely well-written & insightful post. I am looking to make the switch as Sr. FP&A in corporate finance (I am 25 years old), to the PE world, specifically REPE. Using this piece you put together & my own research it’s safe to say that that Analyst entry point is not the option for me. Any suggestions? Other than the Graduate route (either MS in Real Estate or MBA General with Real Estate Credits), what are some professional transitions that I should work on until I complete graduate school (2-3 years) to make myself a suitable candidate for something like an Associate role?

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By: M&I - Brian https://mergersandinquisitions.com/private-equity-analyst/#comment-763772 Fri, 23 Sep 2022 13:49:28 +0000 https://www.mergersandinquisitions.com/?p=29215#comment-763772 In reply to Sabrina Smith.

Corporate development, going back to IB, joining a hedge fund, going into growth equity or later-stage VC, going into tech/other large companies in some type of business development or corporate strategy role. Potentially even going back into IB if you actually want that.

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By: Sabrina Smith https://mergersandinquisitions.com/private-equity-analyst/#comment-762407 Sun, 18 Sep 2022 02:29:12 +0000 https://www.mergersandinquisitions.com/?p=29215#comment-762407 What are the exit opportunities for PE analyst who spend 2-3 years with a firm and then decide they no longer want to do PE?

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By: M&I - Brian https://mergersandinquisitions.com/private-equity-analyst/#comment-720922 Wed, 13 May 2020 13:56:57 +0000 https://www.mergersandinquisitions.com/?p=29215#comment-720922 In reply to Jake.

We do not. This article is very recent, written in 2019, so there are no updates. More firms than the ones here offer Analyst roles. The list is representative, not comprehensive. But you’re generally going to find these internships at larger firms – smaller firms will do off-cycle internships but don’t necessarily like to bring on Analysts straight out of undergrad.

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By: Jake https://mergersandinquisitions.com/private-equity-analyst/#comment-720838 Wed, 06 May 2020 20:48:53 +0000 https://www.mergersandinquisitions.com/?p=29215#comment-720838 Do you have an updated list of PE Firms recruiting Analysts for start date Fall 2021? I have noticed more and more firms are creating analyst positions. Thank you!

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By: M&I - Brian https://mergersandinquisitions.com/private-equity-analyst/#comment-708799 Fri, 09 Aug 2019 14:08:19 +0000 https://www.mergersandinquisitions.com/?p=29215#comment-708799 In reply to Steve.

It might make sense, but most PE Analyst roles are for recent graduates or current undergrads. But it varies by firm, and some, like Vista (look at some of the bios here – https://www.vistaequitypartners.com/our-firm/team/#department-private-equity), seem to hire a few Analysts with work experience in other industries. So, it’s worth asking these smaller firms, but they might come back with the “you have too much experience line.”

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By: Steve https://mergersandinquisitions.com/private-equity-analyst/#comment-708760 Fri, 09 Aug 2019 05:14:55 +0000 https://www.mergersandinquisitions.com/?p=29215#comment-708760 Hi Brian, I’ve noticed in my hometown where there are a few smaller PE firms that most of them are starting to have analysts. found this article interesting.

My question is: is it possible for the analyst track to make sense for someone like me who has spent my first few years post undergrad working within accounting? I have relevant experience that would probably fall more under monitoring portfolio companies, but I have had an internship during undergrad in PE, and I spent a good amount of time doing my CPA CPE hours within things like corporate finance, modeling, etc. Is it possible to leverage all of this and win an analyst offer with a small PE firm? I dont see myself becoming a partner in a PE firm, but I think this analyst experience would be good for a position within a corporate VC role we have in my hometown or corporate development like you mentioned. Or are these jobs usually only reserved for recent undergrads?

Thank you.

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By: M&I - Brian https://mergersandinquisitions.com/private-equity-analyst/#comment-708396 Fri, 02 Aug 2019 00:45:44 +0000 https://www.mergersandinquisitions.com/?p=29215#comment-708396 In reply to Leon Yuan.

If it’s an internship, sure. If it’s a full-time role, you could move into investment management from PE, but it’s probably not the most relevant role since PE = deal execution and investment management = following companies and securities and entire portfolios.

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By: Leon Yuan https://mergersandinquisitions.com/private-equity-analyst/#comment-708347 Thu, 01 Aug 2019 03:24:02 +0000 https://www.mergersandinquisitions.com/?p=29215#comment-708347 Thank you for this article as I was just thinking about PE. I eventually want to go into investment management long term, but I have an opportunity with a PE firm. Would the experience be beneficial for me? I am open to learning more about any field in financial services.

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