Private Equity Modeling & Diligence Specialist

Job Summary

Join our customer’s team as a Private Equity Modeling & Diligence Specialist, where your expertise will drive investment analysis, deal diligence, and portfolio evaluation. You will play a pivotal role in building robust LBO and valuation models and providing high-impact insights that inform key investment decisions. This remote opportunity offers the flexibility to work with complex transactions while contributing directly to sophisticated investment workflows.

Key Responsibilities

• Develop and enhance LBO models, operating projections, and return analyses to assess a wide range of investment opportunities.
• Conduct detailed valuation work using DCF, comparable company, and precedent transaction methodologies tailored to private equity contexts.
• Review and interpret company financial statements, KPIs, and market trends to support rigorous investment decision-making.
• Perform deep-dive financial diligence to analyze business quality, identify value creation levers, and assess growth potential.
• Stress-test investment assumptions and model multiple outcome scenarios, highlighting risks and return drivers.
• Evaluate transaction risks, capital structure alternatives, and deal economics with a focus on robust financial judgment.
• Craft clear, concise written analyses and present findings, risks, and recommendations to internal stakeholders.

Required Skills and Qualifications

• 3+ years of experience in private equity, investment banking, transaction advisory, or similar financial analysis roles.
• Proven expertise in LBO modeling, valuation, and financial due diligence.
• Strong ability to analyze financial statements and synthesize data into actionable investment insights.
• Exceptional analytical skills and a keen attention to detail in high-pressure, time-sensitive environments.
• Advanced proficiency in Excel and industry-standard modeling techniques.
• Outstanding written and verbal communication skills, essential for remote collaboration and delivering insights.
• Self-motivation and ability to work independently within a remote investment team structure.

Preferred Qualifications

• Experience at a private equity firm, top-tier investment bank, or buy-side investment platform.
• Familiarity with portfolio company analysis, investment committee presentations, or deal underwriting workflows.
• Background in growth equity, hedge funds, or corporate development considered an asset.

Key skills/competency

• Private Equity
• LBO Modeling
• Valuation
• Financial Due Diligence
• Investment Analysis
• Financial Statements Analysis
• Excel Modeling
• Transaction Advisory
• Portfolio Evaluation
• Risk Assessment