Performance Equity is seeking to recruit an investment analyst to join its investment team in a highly visible role. The ideal candidate will participate as a generalist in a focused organizational environment with involvement in all aspects of the investment process. The firm promotes a culture that is highly collaborative and collegial. The structure is non-hierarchal with direct access to multiple investment partners, providing a comprehensive training and mentorship experience for ongoing career development.
The Company:
Performance Equity Management ("PEM") was formed in 2005 and has assets under management of $8.9 billion as of September 30, 2024. The firm has a long tenured and seasoned investment team with over 150 years of combined private equity experience. In the late 1990s members of the team began working together at General Motors Investment Management Corporation to manage the GM pension private equity program. Since then, the team has committed $30 billion across private equity, venture capital and direct investments through commingled funds and separate accounts, including $14 billion allocated to global buyouts, $7.7 billion to venture capital, $4.9 billion to private debt and $3.7 billion to co-investments. PEM has invested in over 400 private equity funds, representing over 175 private equity sponsors. Since inception, the firm has delivered compelling returns and strong performance.PEM is focused on Growth Equity, Small- and Middle-Market Buyouts, Venture Capital, Co-Investments, Special Situations and Secondary transactions. The firm is sector agnostic and constructs broadly diversified portfolios across information technology, healthcare, industrials, financials, materials, consumer, and telecom sectors with a focus on the US and Western Europe. PEM leverages extensive investment experience and a wide-ranging network to build exceptional private equity portfolios.Sagard, a global multi-strategy alternative asset management firm, acquired a strategic stake in Performance Equity Management in 2024. The transaction combines PEM’s private equity fund of funds and co-investment expertise and strong investment track record with Sagard’s rapidly growing alternative investment offering and global network. With over $27 billion under management and 400+ professionals, Sagard invests in equity, credit, and real estate. Sagard has 8 offices across Canada, the United States, Europe, and the Middle East.
PEM is an Equal Opportunity Employer. Diversity (e.g., demographic, socioeconomic, personality type, educational background) is valued.
For more information, please visit: https://www.peqm.com/
Location:
Greenwich, CT on a hybrid schedule (Tu-Th in office; M/F optional remote).
Role and Responsibilities:
• Analyze and monitor the performance of fund managers and underlying portfolio companies.
• Support the due diligence process by evaluating new private equity fund investments, direct co-investments , and secondary transactions.
• Prepare, analyze, and explain historical and projected financial information.
• Produce written reports and presentations for the investment committee summarizing investment recommendations and providing analytical support.
• Support portfolio review and valuation process.
• Assist in maintaining the internal fund and company database.
• Complete analytical projects related to performance attribution, portfolio construction, investment strategy, and industry trends.
• Assist with the preparation of client update and reporting materials.
• Attend meetings with existing and potential fund managers.
• Other duties may be assigned as needed.
Experience, Skills, and Personal Qualities:
• 1-2 years of solid investment and/or analytical work experience, not including student internships.
• Background in asset management, equity research, consulting, or accounting preferred.
• Essential technical skills include background in investments, detail-orientation, and strong analytical, modeling, and quantitative skills.
• Successful proactive self-starter with proven ability to manage demands of multiple projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail.
• Excellent interpersonal and communication skills with high integrity and professionalism.
• Demonstrated understanding of, or strong desire to further deepen knowledge of private equity, company valuation techniques, accounting concepts, and basic financial modeling.
• Team player; collaborative and active contributor, with a “roll-up-your-sleeves” attitude.
• Highly technical, critical, and analytical by nature.
Education and Credentials:
• An undergraduate degree in business, economics, or other analytical field from a leading educational institution (minimum GPA of 3.4). Pre-MBA applicants only.
• CFA certification a plus
Compensation:
• $90,000 - $110,000 annual base salary plus a discreationary bonus dependent on experience and other qualifications.
• PEM offers a robust benefit package: a generous time-off entitlement; health, dental, and vision plan offerings with PEM paying the majority of the premiums; employer paid short-term disability, long-term disability, and five times base salary in life coverage; a health reimbursement account with full funding of in- network deductibles for employees and their families; and a 100% match 401k contribution.
