Private Equity Research Analysts and Associates

Private Equity Research Analysts Studies a Company

Private equity (PE) research analysts and associates conduct research on potential investment targets (i.e., companies to purchase outright or invest in) for PE funds. These investment targets are provided by their employer, and analysts and associates are also expected to generate their own ideas about potential acquisition targets. They also conduct due diligence on primary funds and other investments, monitor the performance of portfolio companies and make suggestions for improvement, and perform other tasks as assigned by managing partners. At some firms, the terms “analyst” and “associate” are used interchangeably. At other employers, these titles entail specific job duties or levels of experience. 

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Quick Facts
Alternate Title(s) None
Duties Research potential private equity investments and generate ideas about potential acquisition targets; conduct due diligence on primary funds and other investments; monitor the performance of portfolio companies and make suggestions for improvement
Salary Range $50,000 to $100,000+
Work Environment Primarily Indoors
Best Geographical Location(s) California, Texas, New York, Florida, Illinois, Pennsylvania, Ohio, Georgia, New Jersey, Massachusetts, and other cities with large financial sectors
Minimum Education Level
  • Bachelor's Degree
School Subjects
  • Business
  • Economics
  • Mathematics
Experience An internship, co-op, or part-time job at a private equity firm (entry-level positions); several years of experience at an alternative investments firm (high-level positions)
Personality Traits
  • Enterprising
  • Problem-Solving
  • Realistic
Skills
  • Business Management
  • Financial
  • Math
  • Research
Certification or Licensing Recommended
Special Requirements None
Employment Prospects Good
Advancement Prospects Good
Outlook Much Faster than the Average
Career Ladder
  • Managing Partner
  • Junior Partner/General Partner
  • Principal/Vice President
  • Senior Associate
  • Analyst/Associate

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