Private Equity Analyst Resume
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Charles Bloomberg
Austin, USA
charlesbloomberg@gmail.com
(621) 799-5548
in/cbloomberg
PROFESSIONAL SUMMARY
Highly analytical Private Equity Analyst with extensive experience in financial modeling, due diligence, and investment strategies. Proven track record of maximizing portfolio performance through strategic acquisitions and operational improvements.
PROFESSIONAL Experience
Private Equity Analyst | Company A
January 2020 — Present, New York, USA
• Developed comprehensive financial models for over 50 potential investment opportunities, leading to a 25% approval rate and $500 million in capital deployed.
• Conducted detailed due diligence for acquisitions valued up to $200 million, identifying key risks and opportunities through comprehensive market research.
• Implemented advanced valuation techniques including DCF, LBO, and precedent transactions, contributing to a 15% IRR across multiple portfolios.
• Collaborated with senior management to design strategic initiatives that increased portfolio company EBITDA by 10% annually.
• Monitored and tracked portfolio performance metrics using tools like Excel, VBA, and Power BI, ensuring accurate reporting and timely decision-making.
• Conducted detailed due diligence for acquisitions valued up to $200 million, identifying key risks and opportunities through comprehensive market research.
• Implemented advanced valuation techniques including DCF, LBO, and precedent transactions, contributing to a 15% IRR across multiple portfolios.
• Collaborated with senior management to design strategic initiatives that increased portfolio company EBITDA by 10% annually.
• Monitored and tracked portfolio performance metrics using tools like Excel, VBA, and Power BI, ensuring accurate reporting and timely decision-making.
Private Equity Analyst | Company B
July 2017 — December 2019, Washington, DC, USA
• Spearheaded investment analysis for 30+ transactions, leading to a $300 million increase in managed assets.
• Researched and analyzed market trends, delivering quarterly reports that informed strategic investment decisions and optimized portfolio performance.
• Managed relationships with portfolio companies, providing financial oversight and operational guidance to drive 20% year-over-year growth.
• Assisted in the preparation of investment committee memos, presenting findings to senior leadership and securing buy-in for high-value deals.
• Researched and analyzed market trends, delivering quarterly reports that informed strategic investment decisions and optimized portfolio performance.
• Managed relationships with portfolio companies, providing financial oversight and operational guidance to drive 20% year-over-year growth.
• Assisted in the preparation of investment committee memos, presenting findings to senior leadership and securing buy-in for high-value deals.
Financial Analyst | Company C
March 2015 — June 2017, Miami, USA
• Created financial forecasts and budgeting models for 15 portfolio companies, improving financial planning accuracy by 30%.
• Conducted industry and competitive analysis to inform investment strategies, supporting a 12% increase in portfolio value.
• Engineered portfolio optimization tools that reduced analysis time by 40%, enhancing efficiency and decision-making.
• Conducted industry and competitive analysis to inform investment strategies, supporting a 12% increase in portfolio value.
• Engineered portfolio optimization tools that reduced analysis time by 40%, enhancing efficiency and decision-making.
Investment Banking Analyst | Company D
June 2013 — February 2015, Chicago, USA
• Analyzed financial statements of 20+ companies, identifying key insights that contributed to successful M&A transactions worth $150 million.
• Built comprehensive financial models incorporating DCF and comparable company analysis, improving valuation accuracy by 25%.
• Assisted in the preparation of pitch books and client presentations, contributing to a 30% increase in client acquisition.
• Built comprehensive financial models incorporating DCF and comparable company analysis, improving valuation accuracy by 25%.
• Assisted in the preparation of pitch books and client presentations, contributing to a 30% increase in client acquisition.
Education
Bachelor of Science in Finance | University of Pennsylvania
May 2013
Expert-Level Skills
Financial Modeling, Due Diligence, Valuation Techniques, Market Research, M&A, Portfolio Management, Strategic Planning, Excel, VBA, Power BI, Strong Analytical Skills, Effective Communication, Team Collaboration