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Private Equity Analyst

CFS Tampa, Florida, US

About the Role

Private Equity Analyst

Location: Downtown Tampa, FL
Salary: $75,000 – $95,000 + Bonus

Why This Opportunity Stands Out
  • High-visibility role supporting senior investment professionals in a fast-growing private equity firm

  • Exposure to the full deal lifecycle — from sourcing and due diligence through close and portfolio management

  • Strong mentorship and career development track within a collaborative, performance-driven culture

  • Downtown Tampa office with modern workspace and strong work-life balance for finance

  • Competitive compensation package including bonus and long-term growth potential

Key Responsibilities
  • Build and maintain detailed financial models including LBO, DCF, and operating models

  • Analyze investment opportunities, conduct market research, and support due diligence efforts

  • Prepare investment memos, presentations, and materials for internal committees and investors

  • Assist in transaction execution including valuation, structuring, and financing analysis

  • Monitor portfolio company performance, prepare monthly/quarterly reporting, and track KPIs

  • Work closely with senior team members on strategic initiatives and new deal sourcing

  • Support post-acquisition initiatives and value creation projects across portfolio companies

Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or related field

  • 1–3 years of experience in private equity, investment banking, transaction advisory, or consulting

  • Advanced financial modeling and Excel skills; experience with PowerPoint and data analysis tools

  • Strong analytical, organizational, and problem-solving abilities

  • Excellent communication skills with the ability to present complex information clearly

  • Self-motivated, detail-oriented, and able to thrive in a fast-paced, high-performance environment
    #INJAN2026 #LI-KH1 #LI-Hybrid

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 1-3 years of experience in private equity, investment banking, transaction advisory, or consulting
  • Advanced financial modeling and Excel skills

Required Skills

financial modeling LBO, DCF, operating models market research due diligence portfolio monitoring

Keywords

private equity financial modeling LBO portfolio management investment analysis

Interested in this role?

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