Introduction to private equity concepts and terminology
3
Approval: Private equity knowledge
4
Familiarization with company’s internal systems and platforms
5
Briefing on existing portfolio investments
6
Tutorial on analyzing potential investment opportunities
7
Adherence to compliance and regulatory procedures
8
Training on financial modeling
9
Approval: Financial Modeling Skills
10
Indoctrination into the firm's investment strategy
11
Interaction with senior team members
12
Hands-on experience via shadowing a project review
13
Handling of mock negotiation process
14
Assessment of acquired skills and knowledge
15
Approval: Acquired Skills Assessment
16
Briefing on the company’s culture and values
17
Information on performance review system and career advancement processes
18
Mapping out of personal development plan
19
Social interaction session with peers and colleagues
20
Wrap up session with the mentor or supervisor
Welcome and orientation with the team
Get to know your team members and familiarize yourself with the company's culture. This task will provide you with an overview of your role, the team dynamics, and expectations. By the end of this orientation, you'll feel welcomed and have a clear understanding of how you fit into the organization.
1
Investment team
2
Operations team
3
Finance team
4
Legal team
5
HR team
1
Read and sign the confidentiality agreement
2
Set up your computer and email account
3
Review the employee handbook
4
Complete necessary paperwork
5
Get familiar with team software
Introduction to private equity concepts and terminology
This task will introduce you to the fundamental concepts and terminology used in the private equity industry. You'll gain a solid understanding of key terms, such as limited partner, general partner, fund of funds, and carried interest, which will be essential for your role as a junior private equity associate.
1
Limited partner
2
General partner
3
Carried interest
4
Fund of funds
5
Dry powder
Approval: Private equity knowledge
Will be submitted for approval:
Introduction to private equity concepts and terminology
Will be submitted
Familiarization with company’s internal systems and platforms
In order to effectively navigate through the company's internal systems and platforms, it's crucial that you become familiar with their functionalities. This task will provide you with a comprehensive overview of the company's software and tools, enabling you to smoothly integrate into the team and perform your tasks efficiently.
1
CRM system
2
Project management tool
3
Database software
4
Communication platform
5
Financial modeling software
1
Set up your accounts for each platform
2
Complete introductory tutorials for each platform
3
Attend training sessions on platform usage
4
Reach out to IT support for any technical issues
5
Practice navigating through each system
Briefing on existing portfolio investments
Understanding the company's existing portfolio investments is critical for your role as a junior private equity associate. In this task, you will receive a detailed overview of the current investments, including their industries, performance, and any recent developments. By the end, you should have a solid understanding of the portfolio and its potential for growth.
1
Technology
2
Healthcare
3
Real estate
4
Consumer goods
5
Energy
1
1
2
2
3
3
4
4
5
5
Tutorial on analyzing potential investment opportunities
Analyzing potential investment opportunities is a crucial skill for a junior private equity associate. In this task, you'll learn how to evaluate and analyze investment opportunities, exploring factors such as financials, market trends, and competitive landscape. By the end, you'll be equipped with the knowledge and tools needed to identify viable investment prospects.
1
DCF valuation
2
Comps analysis
3
LBO modeling
4
IRR calculation
5
Risk assessment
Adherence to compliance and regulatory procedures
Compliance with regulatory procedures is an integral part of the private equity industry. This task will outline the compliance and regulatory requirements needed for specific activities. You'll gain an understanding of the legal framework, guidelines, and protocols that ensure ethical conduct and prevent legal issues.
1
United States
2
United Kingdom
3
Canada
4
Australia
5
Germany
1
AML (Anti-Money Laundering)
2
KYC (Know Your Customer)
3
SEC (Securities and Exchange Commission) regulations
4
GDPR (General Data Protection Regulation)
5
FERC (Federal Energy Regulatory Commission) guidelines
1
Review and sign the compliance guidelines
2
Complete online compliance training
3
Attend compliance team meetings
4
Document compliance processes for reference
5
Stay updated with regulatory changes
Training on financial modeling
Financial modeling is an essential skill for a junior private equity associate. This task will provide you with comprehensive training on financial modeling techniques, such as building and manipulating financial models, creating forecasts, and conducting sensitivity analyses. By the end of this training, you'll have a solid foundation in financial modeling to support your investment analysis.
1
Microsoft Excel
2
Google Sheets
3
Bloomberg Terminal
4
Tableau
5
R
Approval: Financial Modeling Skills
Will be submitted for approval:
Training on financial modeling
Will be submitted
Indoctrination into the firm's investment strategy
Understanding the firm's investment strategy is essential for a junior private equity associate. This task will provide you with a deep dive into the firm's investment philosophy, strategy, and values. By the end, you'll have a clear understanding of the expectations and principles that guide the firm's decision-making process.
1
Long-term value creation is our primary objective
2
We prioritize sustainable and responsible investments
3
We focus on expanding within existing markets
4
We maintain a diversified investment portfolio
5
We value collaboration and teamwork
Interaction with senior team members
Interacting with senior team members is a valuable learning opportunity as a junior private equity associate. This task will facilitate meetings and conversations with senior team members, enabling you to gain insights and learn from their expertise. By the end, you'll have built relationships with key individuals in the firm and expanded your professional network.
Hands-on experience via shadowing a project review
Shadowing a project review will provide you with hands-on experience in evaluating investment opportunities. This task will pair you with an experienced team member, allowing you to observe and participate in the project review process. By the end, you'll have a better understanding of the investment evaluation process and gain practical experience in deal analysis.
Handling of mock negotiation process
Negotiation skills are crucial for a junior private equity associate. This task will simulate a mock negotiation process, where you'll engage in role-playing exercises to enhance your negotiation abilities. By the end, you'll have developed essential negotiation techniques and strategies that can be applied to real-life investment scenarios.
Assessment of acquired skills and knowledge
Assessing your skills and knowledge is essential for your professional development as a junior private equity associate. This task will provide you with an opportunity to reflect on what you've learned and evaluate your progress. By the end, you'll have a clearer understanding of areas of strength and areas that may require further improvement.
1
Low
2
Moderate
3
High
4
Very high
5
Exceptional
Approval: Acquired Skills Assessment
Will be submitted for approval:
Assessment of acquired skills and knowledge
Will be submitted
Briefing on the company’s culture and values
Understanding the company's culture and values is crucial for fitting into the organization as a junior private equity associate. This task will provide you with insights into the company's culture, work environment, and values. By the end, you'll have a better understanding of the expectations and norms within the organization.
1
We value innovation and creativity
2
We prioritize work-life balance
3
We encourage open communication and collaboration
4
We value diversity and inclusion
5
We focus on continuous learning and development
Information on performance review system and career advancement processes
Understanding the performance review system and career advancement processes is crucial for your professional growth as a junior private equity associate. In this task, you'll receive a detailed explanation of the performance evaluation criteria, feedback mechanisms, and career progression opportunities within the firm. By the end, you'll have a clear understanding of how your performance will be assessed and how to advance your career.
1
Quarterly
2
Semi-annually
3
Annually
Mapping out of personal development plan
Mapping out a personal development plan is essential for your career growth as a junior private equity associate. In this task, you'll set goals and identify areas for improvement, enabling you to create a roadmap for your professional development. By the end, you'll have a comprehensive plan to guide your learning and skill enhancement.
1
Financial modeling
2
Industry research
3
Presentation skills
4
Negotiation skills
5
Leadership skills
Social interaction session with peers and colleagues
Building relationships with peers and colleagues is essential for a harmonious and productive work environment. This task will organize a social interaction session, providing you with an opportunity to get to know your colleagues on a personal level. By the end, you'll have fostered stronger connections with your team members and promoted a sense of camaraderie.
1
Team lunch
2
Virtual team building games
3
Coffee chat with colleagues
4
Happy hour event
5
Sports activity with colleagues
Wrap up session with the mentor or supervisor
A wrap-up session with your mentor or supervisor is crucial for reflecting on your onboarding experience and discussing any remaining questions or concerns. In this task, you'll have an opportunity to share your thoughts, receive feedback, and gain clarity on any outstanding matters. By the end, you'll have a solid foundation for your continued growth and performance within the firm.
Social interaction session with peers and colleagues