Private Equity Senior Analyst
$96.3k - $145.2kSalesforce
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.Job CategorySalesJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.The ExperienceAs a Senior Analyst, you will support the origination of new opportunities and influencing sales cycles through a value selling approach that takes into consideration the specific transformation needs per portfolio company. You will help bring the "Best of Salesforce" product specialists, solution engineers, account teams, and industry experts and enable account teams and ecosystem partners on how to effectively sell to private equity owned companies. You will be responsible for supporting the growth of our strategic Private Equity (PE) partnerships, bringing unique points of view, analytical rigor and a broad range of industry knowledge to drive growth. In your role, you will work directly with our senior PE relationship manager to deepen partnerships, accelerate value creation for the PE firm and scale the broader team as we continue to grow. You will be responsible for leading robust quantitative and qualitative analysis across PE firms' portfolios, developing unique points of view on value creation opportunities across the PE firm's portfolio and contributing to customer-facing engagements.What You'll Actually Be DoingThe Senior Analyst will support the Private Equity Practice team in the following key areas of our go-to-market:Data Analysis, Reporting and Strategic ProjectsSupport internal and external portfolio performance reviews to assess operational metrics/effectiveness on a recurring basis with leadershipConduct thorough data analyses and deliver actionable insights that can be effectively communicated to senior executives of Salesforce and our clientsOwn strategic projects that support the overall growth and success of the Private Equity PracticeKeep PE firms' portfolio information up to date through reporting and data analysis, processingMarket Research, Portfolio Company Due Diligence and Digital POV ResearchConduct market research on top Private Equity firms including fund cycle, investment approach, sector focus, digital transformation strategy and value creation approachPost announcement, work with the portfolio company to rethink business and operating model opportunities and align Salesforce capabilitiesSupport Private Equity due diligence processes and help them quickly develop growth strategies for carve outs and new acquisitionsBusiness DevelopmentSupport our senior team in maintaining relationships with our strategic Private Equity Partners, helping provide a single view of Salesforce into the assigned patch of Private Equity firmsAct as an advocate for the partnership within the Private Equity firm and at SalesforceSupport the execution of the go-to-market plan for each Private Equity partner with clear success metricsLeverage all the Salesforce resources needed to ensure portfolio company customer successUnderstand the intricacies, politics, and strategies required to implement a partnership programYou're Our Person If...1-3+ years of working experience, ideally with exposure to private equity/credit, venture capital, consulting, strategy, enterprise software, AI or digital transformationExperience working internationally, both with international clients and on international teamsExceptional communication, strategic, influencing, and consulting skillsStrong analytical skills, proficient in Google Sheets and Excel. Basic knowledge of Salesforce CRM Analytics and Tableau is a big plusA track record of growing in complex, multi-disciplinary teamsA high tolerance for ambiguity; ability to focus and implement in a rapidly changing environment, take charge and make things happenAn independent, self-starter with strong work ethic and personal drive and character qualities that match with our company's core values and inspire others to follow and actA superior ability to build and maintain positive working relationshipsExcellent business/professional English communication skillsEven Better If...Degree in Economics, Finance, Accounting or Management from a top institutionExperience in an enterprise digital transformation in either B2B or B2CUnderstanding of current SaaS market dynamics and current trends regarding Agentic AIGenuine interest towards how AI is impacting businesses *LI-YThis position observes an office-flexible or "hybrid" work schedule with the expectation of in-office days 3-4 days per week.Unleash Your PotentialWhen you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.AccommodationsIf you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.Posting StatementSalesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $96,300 - $145,200 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $116,000 - $159,500 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.SummaryLocation: New York - New YorkType: Full time
$145k - $185k
...Job Description Job Description Job Summary Senior Private Equity Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Senior Private Equity Analyst – Initio Capital Location:...SeniorPrivateFull timeContract workTemporary workPart timeCasual workInternship$175k - $225k
...customized wealth management services for private individuals, retirement plans, and non-... ...currently manages over $12.5 billion in equity, fixed income and alternative investments... ...objectives. We are seeking an Equity Analyst to join Williams Jones' collaborative team...PrivateWork at officeLocal area$133.1k - $295.67k
...Responsibilities: Structure the tax aspects of multinational global private equity real estate investments, including with respect to strategic... ...working on client projects Additional Responsibilities for Senior Manager: Manage risk and financial performance of...SeniorPrivateFull timeLocal area$120k
2028 Capital Markets Advisory: Equity Capital Markets Summer Analyst Program - New York Evercore seeks to hire... ...immediate responsibility, constant senior exposure, and a front-row seat to high... ..., including IPOs, follow-ons, private placements, and convertible offerings...PrivateSummer workInternshipWork at officeLocal areaImmediate start- ...Job Description Job Description Investment Banking to Private Equity Analyst Career Launch AI Talent Network Location: New York, NY (... ...modeling, and capital structure assessments Collaborate with senior bankers, PE professionals, and deal teams throughout the...PrivateFull timeInternship
- ...A leading global alternative investment firm is seeking an Equity Financial Analyst to join its New York, Stamford or Chicago offices. The firm... ..., investment banking, hedge fund, investment management, private equity or another relevant industry role ~ Strong...Private
$90k - $130k
...Description Job Description Growth Equity & Venture Analyst Career Launch AI Talent Network... ...assessment. Analysts work closely with senior investors, founders, and operating teams... ...in investment banking, growth equity, private equity, venture capital, consulting,...PrivateFull time- ...is on the sales and trading of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment... ...services groups in Japan. Position Summary: The Senior Equity Research Analyst is responsible for expanding coverage of the IT hardware,...SeniorTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week
$100k
...offerings, follow-on offerings, equity-linked offerings, at-the-market offerings, private placements and share repurchases... ...vice presidents, associates and analysts. Revenue expectation of the business... ...to time. 1. Works closely with senior CIB professionals. 2. Performs...PrivateFull timePart timeWork experience placementShift workDay shift$150k - $200k
...highly motivated and analytical Sell-Side Equity Research Analyst to join our research team covering... ...research on publicly traded companies and private securities. Produce high-quality... .... Comfortable interacting with senior executives, institutional investors, and...PrivateTemporary workWork experience placement- Equity Research Analyst (Entry-Level) - Career Launch AI Talent Network About This Role Equity Research... .... This posting is a sample from our private job board at Career Launch AI. You... ...interviews, and market research Support senior analysts with key research projects...PrivateInternship
$120k - $350k
...Open roles: Senior Tax Manager, Senior Tax Director, and Partner Benefits Pulled from the full job description Dental insurance... ...requirements Expertise in tax planning strategies for private equity and corporate clients Proven experience in managing complex...SeniorPrivateFull timeRelocationMonday to FridayShift workWeekend workDay shift$120k - $130k
...Strategic Finance Senior Analyst (Hybrid – OnSite / Remote) As part of the Finance Team, you will be a strategic, financial and operational... ...Qualifications ~3-5 years of investment banking, private equity, corporate finance, consulting or FP&A experience required...SeniorPrivateRemote work$110k
...Position Summary The Tax Senior will be responsible for preparing and reviewing tax... ...banks, broker-dealers, investment advisors, private funds, and insurance companies. This role... ...taxation, including hedge funds, private equity funds, or fund of funds Interest in...SeniorPrivateLocal area$150k - $175k
...MarketsCompany: CitiCiti’s Strategic Equity Solutions (“SES”) Advisory... ...solutions across the private markets ecosystem. Working with... ...We are seeking an experienced Analyst or Associate to join our New York... ...individual will work closely with senior bankers and clients throughout...PrivateFull time$260k - $350k
...Job Title Senior Relationship Manager – Southern Cone (Argentina and Chile) Location Miami or New York City Company Retained by a global private bank Requirements 7-10+ years of experience as a Relationship Manager, Private Banker, or Wealth/Financial Advisor Strong book...SeniorPrivateFull timeLocal area- Focus Partners is seeking an experienced, CPA-credentialed professional to take a senior role in our Operations group, adding depth in tax and partnership accounting for private funds and funds of funds. This individual will own complex reporting, review junior staff outputs...SeniorPrivate
- ...Job Description Job Description Senior Investment Banking Analyst Career Launch AI Talent Network... ...featured within the Career Launch AI Private Job Board. It is not a direct job opening... ...banking, corporate finance, private equity, or transaction advisory is strongly...SeniorPrivateFull timeInternship
- ...Position Summary Reporting to the Senior Manager of Finance and Research... ...Department of Neurology, the Senior Financial Analyst will support the financial management and... ...from a variety of sponsors, including NIH, private foundations, and industry. • Ensures all...SeniorPrivateTemporary workWork at officeLocal area
- ...at the highest level. Role Description This is a full-time Senior Investment Analyst position based in Manhattan, NY, with flexibility for some... ...solid understanding of asset allocation across public and private markets Highly analytical, with demonstrated experience evaluating...SeniorPrivateFull timeRemote work
- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the greater NYC market. If you are... ...environment, with the backing of one of the countrys largest private banks, this could be your new home. Qualifications: - A global...SeniorPrivate
- ...Quantitative Equity Researcher — Vice President New York As a Vice President within the... ...and non-technical audiences, including senior stakeholders. ~ Proven ability to manage... ...industry-leading investment management and private banking solutions. Asset Management...Private
- ...We're looking for a highly analytical and intellectually curious Senior Financial Analyst to join our growing Finance team. You have experience in investment banking, management consulting, private equity, venture capital, or within a high-performing corporate finance team...SeniorPrivateWork at office
$200k - $250k
...About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting... ...offers flexibility and growth. LMC is searching for a Tax Senior Manager. We seek an energetic, self-motivated professional...SeniorPrivateRemote workFlexible hours- Job Description:The Analyst will be a member of the US Equity Growth team; the Growth team manages $350bn across several Growth strategies. The role will... ...will also be episodic responsibilities related to Private Investing.Job Responsibilities:• Work with Portfolio Managers...Private
- ...Independent Contractor Role Initio Sphere — Private Capital Ecosystem Compensation $20... ...fund managers, investors, operators, and analysts through real deal flow, institutional-... ..., and curated relationships. Senior Investment Advisors represent a top-tier...SeniorPrivateHourly payFor contractors
$70k - $160k
...Senior Accounting Analyst Millennium Management is seeking a sharp, dynamic individual at the Analyst... ...will bring public accounting or private hedge fund experience and thrive in a... ...diverse range of products including equities, fixed income, commodities, and derivatives...SeniorPrivateWork at office$160k - $220k
...Job Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Boca Raton, FL, Palm Beach Gardens, FL (...SeniorPrivateFull time$150k - $210k
Our client is an apparel and fashion manufacturer. They seek a Senior Director of Accounting and Finance to join their Manhattan, NY... ...manufacturing, wholesale, or fashion industry experiencePublic, combo, or private experienceImporter experience and inventory experience...SeniorPrivateWork at officeRemote work- ...system evaluation & implementation and expansion into new geographies. 6. Creates new tools and processes to improve company private and public resources. 7. Becomes a subject matter expert on carbon accounting within aviation. 8. Provides...SeniorPrivateWork at office
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