Analyst

English version

Assist the investment team during the identification, the analysis and the execution of Direct Funds deals and in the monitoring of selected portfolio companies.

Target research
Market Monitoring & sourcing
• Participate to the monitoring of the market and competition on his/her market segment, study economic data (specialized press, economic and financial press, Internet, etc.)
• Research information on potential targets companies or sector, gather, analyze various documents (desktop research, market report…) in order to establish a market or a company profile (screening) and determine company/sector attractiveness

Deal Execution
Execution of Investment Strategy
• Participate to preliminary assessment on a specific target by reviewing all Documents (Information Memorandum, Vendor due diligence reports : Market, Financial DD…) and perform complementary due diligence / analysis on the company

Investment papers
• Contribute to the production of the Investment papers (2 pager, Investment memo) in order to highlight key pillars of investment thesis (including DD findings, value creation thesis, BP, valuation & return analysis) & facilitate decision making

Financial modeling & structuring
• Contribute to the financial modelling, perform Excel analyzis and models (business plan, cash flow projection, structuring, incentive management package, fundflow)

Fundflow and closing preparation
• Prepare mark up on confidentiality agreements
• Prepare the fundflow

Monitoring of portfolio companies
• Monitor the performance of our portfolio companies (including monitoring of value creation plan, analysis of financial performance, monitoring of digital project, working cap optimization plan …)

M&A and Value creation
• Participate to value creation through the review of M&A (target screening, build-up...) and organisational growth opportunities alongside management team of portfolio companies
Corporate Governance (Management of the relationships with co investors, board members and Management)
• Participate to reporting or board meetings with managers

Internal reporting
• Write update notes for (Monthly meeting) team and prepare Internal portfolio overview

Company Resale/Exit Process
Divestment Information Package
• Participate to the preparation of the Divestment Information package (Business Plan, Management presentation, Information memorandum, VDD) alongside Management team and Advisors (M&A bank & consultants)

Business Plan
• Prepare business plan with management teams

Closing preparation
• Participate in the compliance and legal check out process of the deals
• Prepare Fund flows

Fundraising
• Contribute to the preparation fund-raising materials

Reporting
• Fill required information in Ardian reporting tools (incl Kate)
• Prepare reports to Limited Partners (annual, quarterly, AGM, ad hoc), marketing/communication documents

Required academic background
• Master degree specializing in business, management, mathematics, engineering, with a specialization in finance (financial analysis and strategy, corporate and market finance, finance international, applied economics, accounting-control-audit, economic and financial engineering, asset management, etc.)

Required professional experience(s)
• Experience in asset management, private equity, investment banking, in an audit or consulting firm

Technical competencies
Behavioral competencies
Team managerial skills NA

IT knowledge
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

Required skills : to be completed by the manager