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-YUnleash 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
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...working with a leading foundational AI lab to find experienced private equity professionals who can help train their latest language model... ...and private company analysis tasks. We're looking for analysts and associates with significant PE experience who have built...PrivateRemote workFlexible hours- ...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
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...A Career with Point72’s Fundamental Equities Business Fundamental Equities is Point72’s... ...more than 30 years, we have equipped our analysts and portfolio managers with the resources... ...banking, hedge fund, investment management, private equity or another relevant industry role...PrivateWork experience placement$50 per hour
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...Equity AnalystWilliams Jones, founded in 1988, is a SEC-registered investment advisory firm... ...wealth management services for private individuals, retirement plans, and non-profit... ...and objectives.We are seeking an Equity Analyst to join Williams Jones' collaborative team...PrivateWork at office$50 per hour
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...A long-only, multi-billion dollar mid-cap equity fund is looking for an experienced analyst to join a small team of generalist investment professionals committed... ...more than 1,300 employees are singularly focused on private wealth management - disciplined investment management...PrivateTemporary workWork at officeRemote work$60k
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...strategic advisory services to corporate and private equity clients related to buyside and sellside... ..., and technology, media and telecom. Senior investment banking professionals are... ...-to-day basis3. May coach and mentor Analysts or InternsRequired Qualifications:The requirements...SeniorPrivateFull timePart timeBank staffShift workDay shift$105k - $112.5k
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