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- ...Global alternative asset manager seeking an Investment Analyst to evaluate private equity investments, conduct financial analysis and modeling, and support due diligence across direct investments, co-investments, and fund investments. Company Information: A global alternative...Private
- ...invest between $15 and $30 million of equity in private companies with market capitalizations between... .... Job Description The Investment Analyst position at Seaport Capital offers the... ...Investment Analyst will work closely with the senior professionals of the firm on current...PrivateWork at officeFlexible hours
$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$80k - $100k
...Base pay range $80,000.00/yr - $100,000.00/yr Job Overview – Private Equity Analyst: Compensation: $80,000 – $100,000/year Location: Chester... ...opportunities and may contact you for further discussion. ID #44248 Seniority level Seniority level Associate Employment type Employment...PrivateRotational programFull timeWork at officeMonday to Friday$65 - $75 per hour
...Overview Our client, a growing Management Consulting firm with offices in New York, NY is seeking an experienced Senior Tax Manager to join their growing Private Client team. Candidates must have a strong foundation in high-net-worth individual tax compliance and...SeniorPrivateContract work$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$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$115k - $150k
...retail, logistics, hospitality, and alternative assets. The Senior Financial Analyst will support the preparation and maintenance of a wide... ...senior management and investors Assist with the oversight of private fund investment valuations on a quarterly basis Review changes...SeniorPrivateWork at office$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$100k - $150k
...Job Summary Neuberger Private Markets is seeking a Japanese Private Markets Manager who will be based in New York and serve as a member... ...of private investment strategies (Primary Fund Investments, Equity Co‑Investments, Secondaries, Private Credit and other Specialty...PrivateLocal areaVisa sponsorship$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$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$100k - $150k
...billion in assets under management. The private investment group of the firm, Neuberger Private... ...Fund Investments: Invest in private equity funds across asset classes (buyout, special... ...primary or secondary basis in junior and senior private debt instruments, including first...PrivateFull timeWork at officeLocal areaWorldwideVisa sponsorshipShift work$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify...SeniorPrivate$150k
.... About the Role We are seeking a Senior Analyst to join our Acquisitions team and play a critical role in underwriting equity and debt opportunities across our development... ...at a NYC-focused real estate developer, private equity firm, debt fund, or capital markets...SeniorPrivateWork at office- ...monthly, quarterly, and annual financial reports for senior management and stakeholders. Analyze financial results... ...within the SaaS or technology industry or equivalent equity research / investment banking / private equity experience. Proven track record of developing and...SeniorPrivateImmediate start
- ...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
$100k - $125k
...Greystone is a private national commercial real estate finance company that specializes in multifamily and healthcare finance. We are looking for a Senior Internal Auditor to report to the Director of Internal Audit. This role is a hybrid work opportunity. Primary Duties...SeniorPrivateWork at office$180k - $220k
...It’s why people join and then stay. You could be their next Senior Tax Manager (Financial Services Focus) You’ll oversee the FS... ...Senior Tax Manager - Advisory - $165k plus Senior Tax Manager - Private Credit (Up to $250K base) We’re unlocking community knowledge...SeniorPrivateFull timeImmediate startRemote work$180k - $230k
# Senior Investment AssociateBessemer Securities CorporationSenior AssociateMulti-AssetOn... ...Corporation (BSC), founded in 1911, is a private single-family investment company owned by... ...Henry Phipps. BSC invests across private equity, venture capital, hedge funds, and public...SeniorPrivateWork at office$110k - $230k
JOB TITLE: Senior Actuary EMPLOYER: A-CAP Services LLC DEPARTMENT: Finance REPORTS TO: Chief Actuary... ...Commercial Real Estate Third-party Asset Management Private Credit Primary Insurance Carriers Accredited Reinsurers...SeniorPrivateFull timeTemporary workImmediate startWork visaMonday to Friday- ...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
- ...Senior Vice President, Senior Actuary, Individual Life Division About the Company Top-tier provider of retirement plans... ...insurance services Industry Insurance Type Privately Held, Private Equity-backed Founded 2004 Employees 1001-5000 Categories...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
- ...Senior Managing Director, Investment Banking About the Company Leading middle-market... ...Financial Services Type Privately Held About the Role The Company is... ...including business owners, executives, private equity sponsors, family offices, and strategic acquirers...SeniorPrivate
$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- ...Senior Accounting Manager - Family Office A large, multi-generational family office is seeking a hands-on Senior Accounting Manager... ...accounting across a complex multi-entity structure with significant private equity and real estate investments. Responsibilities include: Oversee...SeniorPrivateWork at office
- ...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
- ...Vice President, Senior Underwriter Portfolio Manager, Maritime About the Company Established banking institution Industry... ...brokerage services insurance mortgage business banking and private banking Business Classifications B2C B2B About the...SeniorPrivateWork at office
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