Walnut Grove Capital Partners (“Walnut Grove” or “WG”) is a ~$175mm AUM, SEC registered, principal investment firm based in Memphis, TN, founded to deliver superior returns by partnering with entrepreneurial founders and management teams who are devoted to creating enduring businesses. Our investment approach is focused on identifying businesses with long growth runways and sustainable competitive positions. WG manages funds investing in long-term, concentrated portfolios of both publicly traded and private businesses.

Walnut Grove is seeking to add an Investment Analyst to its investment team with a focus on Walnut Grove Partners, LP (“WGP”).

WGP invests in the securities of listed companies on a global basis and seeks to identify asymmetric opportunities to invest alongside founders and owner-operators of publicly-traded businesses with a maniacal focus on building enduring value. We are long-term, strategic shareholders that hunt for opportunities in the global universe of 1) closely held (>15% individual/corporate ownership) and 2) less than $20bn market cap, that meet our target business attributes, target niches & themes, and target special situations characteristics. The WGP portfolio is long-biased and concentrated with a typical portfolio of 10-12 long positions including strategic investments in special situations and private/less-liquid securities.

Job Description

Walnut Grove is hiring for an exceptional Investment Analyst who will provide critical inputs to Walnut Grove’s investment process, including assessing a business’s competitive strengths and weaknesses, projecting its growth potential, and discerning its underlying economics and earnings power. The Investment Analyst will interact with and work alongside all investment team members daily including the CIO to develop deep and differentiated insights about Walnut Grove’s existing and potential portfolio companies.

The Investment Analyst will demonstrate outstanding character and is experienced in working with small teams. Core responsibilities will include analyzing the financial results and operating developments of Walnut Grove’s holdings and target companies, financial statement analysis and modeling, data analysis, and conducting in-depth research on businesses, industries, and management teams.

We reward team members with competitive compensation, benefits, and ample professional development opportunities. When you join Walnut Grove, you’ll work with people who are among the best at what they do and be a part of a unique, tight-knit culture where we promise to provide employees with the room to grow their careers and make a lasting impact on the success of the firm. Walnut Grove are driven by a culture of lifelong learning and excellence, and we strive to foster an inclusive, respectful, and entrepreneurial environment.

Qualifications

The chief qualifications for the role are a demonstrable interest in public markets investment analysis, a thirst for learning, intellectual humility, and a commitment to a continuous pursuit of excellence. Candidates should be capable of working both collaboratively and independently while balancing time-sensitive work with long-term research projects.

Ideal candidates will have the following qualifications:

• Relevant work experience which can include, but is not limited to, buy-side equity research (hedge fund, traditional long-only manager, etc.), investment banking, strategy consulting, data research and analytics, corporate finance, business analysis, transaction advisory and valuation, sell-side equity research, etc.

• Undergraduate or a graduate degree which demonstrates intellectual curiosity and academic excellence in any field of study

• MBA is a plus

• Understanding of accounting, corporate finance, economics, and business strategy

• Proficiency with MS Office suite, especially Excel (financial modeling)

• Experience with statistics, data analysis, and programming languages would be additive, though not required

• Exceptional analytical, oral, written, and presentation skills

Compensation

• Base Salary + Cash Bonus

• Opportunity to participate in profit sharing and carried interest / incentive fee across the firm funds

• Salary commensurate with experience

Available summer roles: Based on your experience, skillset, and the needs across our network for the season you will matched with our Investments team, Operations team, or directly with a start up (portfolio company)! Previous responsibilities/projects have included: sales, research, analytics, marketing, graphic design, data analytics, financial modeling, intake calls, office management, events management, game development, private equity investments and more. We provide ongoing learning and professional development, dorm/apartment-based housing during the summer, cover costs associated with travel to and from Tulsa, and plenty of networking opportunities! In the past two cycles, we have between 20-30 Summer Atenterns - this year we look to grow that number to 25-35. The below descriptions and programmatic details are based on our needs and experiences from previous years and are subject to change as new/different needs/circumstances arise.

Portfolio Company, Atentern: Gain direct experience working with a start up in various phases of their business development. Be involved in everything from day-to-day operations, sales and marketing, research, direct support of clients, website design, product development, and business development efforts.

In previous cycles, 70-80% of Atenterns were placed with portfolio companies



Atento, Summer Atentern (Investments): Learn alongside the investments team as they do research, make decisions, and support portfolio companies in the ecosystem. Be prepared to conduct analytical research, participate in intake calls, and provide research to support decision making processes.

In previous cycles, 5-50% of Atenterns were placed with the Investments Team



Atento, Summer Atentern (Operations): Work with the Operations team to ensure facilitation of day-to-day office and financial management and operations within Atento.



Atento, Summer Atentern (Marketing and Events): Work with the Marketing & Events team to ensure facilitation of a variety of events and marketing communication research and execution.



Atento, MBA Atentern (Investments): For those in progress/who have completed their MBA - Put your skills to work and support the investments team in deep research, leading intake calls, participate in memo building, modeling predictions, and leading project-based VC work.

We typically accept 1 to 3 MBA Atenterns



Logistics

Time Frame: May 22, 2023 through July 28, 2023. This is an in-person Atenternship and applicants must be available for the duration of the program.

Housing: Having a tight-knit culture is important to us so we pay for and arrange dorm-style housing through our partnership with the University of Tulsa for the duration of the session.

See more about summer housing

Travel to Tulsa: We pay for and arrange for domestic flights to and from Tulsa and reimburse for up to $500 for cost of non-air travel.

See more about traveling to and from Tulsa

Who You Are: As our ideal Atentern, you are driven, hard-working, and ready to thrive in an ever-changing workplace that embraces all things tech to its core. You will be a key driver of your team’s success, whether you are placed on Atento’s Investments, Operations, or directly with one of our portfolio companies. You are committed to the Atento philosophy and are eager to communicate with all of the stakeholders in our community.

You will support our vision of having the greatest positive impact with the capital we allocate through unique ideas and/or through a personal project you’re passionate about. And, it goes without saying, you are intellectually curious with a tremendous work ethic. You pride yourself on your interpersonal skills and love being a sponge to knowledge. Lastly, to be successful in this role, you must have the mentality that no task is too large or too small. You must be ready to succeed in a fast-paced environment with a mix of structure and ambiguity.  ‍

Ongoing learning We believe in education builds a strong foundation. Atenterns will engage in multiple learning opportunities in preparation for the program and throughout the summer. At least 4 hours per week throughout the summer is dedicated to attending combinations of the learning opportunities listed below for all program participants.

Venture training sessions

Lunch & learn sessions with economic development and philanthropic leaders

Completion of GoingVC training

Book club with selections we believe elevate your professional experience

Ongoing coaching and feedback from managers and project leaders

Compensation:

$15/hr for high school graduates

$18/hr for those currently enrolled in an undergraduate program

$22/hr for young professionals with BA or equivalent

$27/hr for those currently enrolled in a Master’s program

$2500/week for those qualifying and selected for the MBA Atenternship



Our Ideal Atentern:

Stays up at night thinking about democratizing access to venture capital

Believes there needs to be more economic opportunity and startups between the coasts

Cares deeply about creating upward mobility for traditionally under-invested groups while still providing above-market financial returns

Possesses high growth potential with a willingness to learn and grow

Is insatiably curious, fiercely collaborative, and comfortable working in ambiguity

Have more questions about the program? Check out our Frequently Asked Questions and Feedback & Advice from previous Atenterns!



Requirements:

Atento COVID-19 Policy: Atento requires all employees to be fully vaccinated for COVID-19. This vaccine requirement is subject to the Americans with Disabilities Act and Title VII of the Civil Rights Act exceptions.

High school graduate, enrolled in or recently completed an undergraduate or master’s degree program

Proficiency with Microsoft Office and G Suite (Slack and Canva are a plus)

Passion for Atento’s mission of investing in diverse and inclusive job creation opportunities

Strong time-management and organizational skills

Team player and able to juggle multiple projects and tasks with efficiency and a good attitude

Lives in or willing to relocate to Tulsa, OK for the full Atenternship session

‍

Grow with Atento. Our Promise to You:

You will gain expertise in venture capital investments, entrepreneurial development, and business management/operations.

You will learn from and be mentored by both successful entrepreneurs and investors.

You will be exposed to economic development, business operations, life at a start up, and philanthropic work.

Social Events - Engaging with the community and each other is critical to the work we do. We will connect you with and host 1-2 opportunities each week for participants to attend to get to know one another and get to know Tulsa! Past favorite events include Tulsa Tough and Tulsa Night Crawls.

You will develop a community within your summer cohort as well as make connections across our network.

Who We Are: Atento is more than just our name. It is who we are. Atento is the Spanish word for Helpful, and that is what we strive to be every day, living by the philosophy of “doing well by doing good.” We are a small team of Atentans incredibly passionate about what we do in our local community—a community we believe is a hidden gem and destination for entrepreneurs, the tech community, and top talent.

Location: New York, NY, USA | Position: Intern

nsight Partners has summer opportunities for undergrads or 5-year masters students that are graduating between December 2024 – June 2025 to join Insight Partners as a Summer Investment Analyst starting in late May 2024.

Our Summer Investment Analyst program focuses on developing professionals in the venture and PE investing business. You will learn how to best speak to entrepreneurs, learn different business models that are attractive to Insight, how deals are structured and modelled, and all aspects of the lifecycle of a deal. You will be supported by an analyst mentor, your team members, and partners.

Few leading investment venture & PE organizations offer the type of opportunity that Insight Partners offers our interns. The life blood of our organization is sourcing, and you will be immediately thrust into the chaotic world of venture-funded businesses. You will be speaking with entrepreneurs every day, learning from them, questioning them, and ultimately recommending if their business is worth considering for investment. 

Sourcing venture businesses is not easy work Funding a growth stage venture business in the technology space today is not easy work. It is a competitive environment where many firms are trying to find their next “winner.” Insight’s approach is unique, and our Analysts are our front line in interacting with and informing entrepreneurs about the Insight difference. Our Analysts are involved in all stages of the deal process.

Job #1—Find Great Companies - Finding great companies may sound easy…it isn’t. You will first need to locate them, ascertain their growth prospects and momentum, and learn about their markets. You will develop investment theses and, over time, develop deal judgement. It will be critical for you to be able to cultivate strong relationships with entrepreneurs and demonstrate the value that Insight provides these companies before, during, and after the fund-raising process.



Get involved with deals - When a deal goes live, you will be exposed to the evaluation process, negotiations, and due diligence. You may also have a role in performing industry and market research, financial modeling, and customer analytics.



Developing investment memos - All the work up to this point comes together in an investment memo which lays out both the risks and merits of a transaction. Here you will learn to present both the qualitative and quantitative analysis of a deal.



Find great M&A targets - Many of our growth and PE investments rely upon successful acquisitions to bolster top line growth. You will learn how to identify synergistic M&A targets, how these deals might be structured, and how the post-acquisition company might be organized.



Qualifications

Undergraduates or 5-year masters students, graduating between December 2024 - June 2025.



All undergraduate fields of study are welcome.

Point72 Private Investments (P72PI) is an institutional private investing platform that includes Point72 Ventures, a multi-stage venture capital strategy led by a diverse set of domain experts, and Point72 Hyperscale, a private equity strategy that uses applied artificial intelligence to build and modernize market-leading companies. Point72 Private Investments is an affiliate of Point72 Asset Management, the global asset manager founded by Steven A. Cohen.

Role Summary 

The Point72 Ventures team is looking for a passionate, hard-working individual to join as two-year Associate to focus on growth-stage investments. Our Associates conduct industry research, identify and track potential investment opportunities, perform rigorous due diligence, help execute transactions, and monitor portfolio performance. We are technical investors that like to dive deep into segments of the market where we believe technology can be most transformative. Our team-first approach means Associates are expected to not only investigate themes by talking to companies, potential founders, and domain experts but also effectively share their findings by modeling out scenarios, testing assumptions, synthesizing their learnings, and iterating with the team’s feedback. Our Associates gain exposure to our diligence and deal processes, and have the opportunity to find, underwrite, and support multiple promising investments each year.  

What Excites You 

Learning about new markets and technologies

Talking with experts about how hard problems and how industries are changing

Crunching the numbers, analyzing business fundamentals, building models 

Driving smart, informed bets and constantly learning from them

Synthesizing a lot of disparate information into key takeaways that support decisions

Building new things and iterating on them quickly and openly

Working with and contributing to the culture of a small team

What Excites Us 

“Deep generalists” who pride themselves on being knowledgeable, resourceful, and able to learn complex concepts quickly

Exceptional Excel-based modeling skills

Excellent attention to detail, organization, and project management skills

A strong “toolkit” (familiarity with SaaS platforms such as Slack, Affinity, Notion, and Airtable)

People who “elevate the room” through their work ethic, curiosity, and attitude

Great team players who care about and contribute to a thriving team culture

What Success Looks Like 

Ownership – You take charge of your work, uphold your commitments, and never drop the ball 

Prioritization – You focus on what matters most and wait on the rest; you’re great at thoughtfully saying no to others

Adaptability – You can triage needs and context-switch quickly and effortlessly

Communications – You have excellent listening, verbal, and written communication skills

Teamwork – Everyone loves working with you and feels energized after engaging with you

Integrity – You demonstrate 100% commitment to the highest ethical standards

We take care of our people

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

Fully-paid health care benefits

Generous parental and family leave policies

Volunteer opportunities

Support for employee-led affinity groups representing women, people of color and the LGBT+ community

Mental and physical wellness programs

Tuition assistance

A 401(k) savings program with an employer match and more

Associates and Senior Associates on the Technology Team collaborate with Principals, Vice Presidents, and Analysts to deliver on various business and financial analyses as our Managing Directors work to expand our investment portfolio. Some of these responsibilities include evaluating technology companies, conducting financial analysis and business diligence on investments, deriving enterprise valuations for companies, and interacting with financial sponsors and management teams.

 Essential Responsibilities

Provide full analytical support of new and on-going business deals, which includes due diligence and data collection ensuring the accuracy and validity of supplied information.

Analyze companies’ financial performance, including operational performance and key performance indicators.

Analyze companies’ industry positioning and competitive differentiation.

Assist in portfolio management as one of the key liaisons between Hercules Capital and the portfolio companies, ensuring portfolio compliance with reporting, financial performance, and covenants.

Create reports analyzing findings to review and present to management team and investment committee.

Expand business opportunities through cultivation of client relationships.

Provide additional analysis support as requested by management.

Other duties and projects as needed.

 

Qualifications

B.A. or B.S. degree in Finance & Accounting/Business/Economics, Computer Science, Engineering, or a related field.

Minimum of two - five years of related experience in a lending, financial, banking, or consulting environment.

Excellent verbal and written communications skills.

Proven analytical, presentation and project skills are critical.

Ability and willingness to thrive in a fast-paced entrepreneurial environment handling multiple projects at any given time.

Comprehensive understanding of financial statements and proven experience with three-statement financial modeling.

Demonstrated advanced proficiency with computer applications in a PC Windows based environment; experience with all MS applications is required.

Walnut Grove Capital Partners (“Walnut Grove” or “WG”) is a ~$175mm AUM, SEC registered, principal investment firm based in Memphis, TN, founded to deliver superior returns by partnering with entrepreneurial founders and management teams who are devoted to creating enduring businesses. Our investment approach is focused on identifying businesses with long growth runways and sustainable competitive positions. WG manages funds investing in long-term, concentrated portfolios of both publicly traded and private businesses.

Walnut Grove is seeking to add a Vice President to its investment team. 

Walnut Grove established Marked Tree Partners (“Marked Tree” or “MTP”), with the goal of generating attractive risk-adjusted returns by acquiring positions of control or significant minority influence in privately held, middle market businesses. Marked Tree intends to back owner-operators in the services and technology sectors who maintain significant ownership post-close and employ these partnerships to build extraordinary businesses that can deliver superior returns over extended periods. Marked Tree’s investment targets will typically generate $15 million to $150 million of annual revenues and approximately $2 million to $20 million of EBITDA.

Job Description

Walnut Grove is hiring for an exceptional investment team Vice President who will have substantial responsibility throughout the lifecycle of the investment and due diligence process. The VP will work in a highly collaborative environment where successful candidates will be able to demonstrate leadership, initiative and teamwork, strong technical writing skills, advanced financial modeling and presentation skills. 

The VP will work with all team members and take a leading role in the firm’s investment decisions by developing deep and differentiated market and company-specific insights.  WG is a small, tight-knit group of investment professionals, and the VP will have frequent and direct interactions with the founder/managing partner of WG and operating partners of the portfolio companies. 

The VP will demonstrate outstanding character and is experienced in working with small teams. Core responsibilities will include leading financial and operational diligence, constructing financial models to evaluate investment economics, establishing and cultivating key relationships with executives, industry experts, consultants, etc. across the services and technology verticals, and managing external consultants and legal counsel during transaction execution.

We reward team members with competitive compensation and benefits, ample professional development opportunities, and a flat organizational structure.  Walnut Grove fosters an inclusive, respectful, and entrepreneurial environment interwoven with the warm hospitality of Memphis.

Core Duties and Responsibilities

·         Develop new industry theses

·         Spearhead and lead sourcing campaigns and strategies

·         Conduct financial and operation due diligence

o   Cultivate key relationships with executives, industry experts, consultants

o   Coordinate and manage external vendors and service providers during transaction execution

o   Lead role in managing due diligence workstreams for platform and add-on acquisitions from initial diligence through close

o   Lead the investment committee memo drafting process and preparation of investment committee memos

·         Serve on portfolio company boards

·         Liaise with portfolio company operators on key value creation initiatives including strategy, KPI reporting, etc.

Qualifications

The chief qualifications for the role are demonstrable interest in private equity investment analysis, a thirst for learning, intellectual humility, and a commitment to a continuous pursuit of excellence. Candidates should be capable of working both collaboratively and independently while balancing time sensitive work with various ongoing responsibilities.

Ideal candidates will have the following qualifications:

·         A minimum of 5 years of relevant work experience which can include, but is not limited to, private equity, investment banking, corporate finance, transaction advisory services, strategy consulting, equity research, business analysis and valuation, etc.

·         Undergraduate or graduate degree which demonstrates intellectual curiosity and academic excellence in any field of study

·         MBA is a plus

·         Understanding of accounting, corporate finance, economics, and business strategy

·         Proficiency with the MS Office suite, especially Excel (financial modeling) and PowerPoint

·         Exceptional analytical, oral, written, and presentation skills

Compensation

·         Base Salary + Cash Bonus

·         Opportunity to participate in profit sharing and carried interest / incentive fee across the WG funds

·         Salary commensurate with experience

A little about Insight Partners

Founded in 1995, Insight Partners is a global software investor partnering with high-growth technology, software, and Internet Startup and ScaleUp companies that are driving transformative change in their industries. As of February 2022, the closing of the firm's recent fundraise, Fund XII, brings Insight Partners regulatory assets under management to over $90B.

Insight Partners has invested in more than 600 companies worldwide and has seen over 55 portfolio companies achieve an IPO. Headquartered in New York City, Insight has offices in London, Tel Aviv, and Palo Alto. Insight's mission is to find, fund, and work successfully with visionary executives, providing them with practical, hands-on software expertise to foster long-term success. Insight Partners meets great software leaders where they are in their growth journey, from their first investment to IPO.

Insight’s ScaleUp division, Insight Onsite, partners with Insight’s portfolio companies to build formidable software businesses. Onsite is comprised of 50+ operational experts with experience working at ScaleUp software companies, who have the shared goal to help portfolio companies define their business strategy, build their teams, and improve their operations as they scale. Onsite is organized via 6 Centers of Excellence: Talent, Product & Tech, Marketing, Sales & Customer Success, Business Development, and Strategy and M&A, to provide tailored guidance critical to scaling software businesses.

We look forward to having the opportunity to learn more about you!

Job Description

Program Description

Insight is committed to fostering a more equitable tech investing ecosystem. We strive to build an organization that is diverse in experience and background, reflecting our standards of integrity and excellence. Our Inclusion by Insight Virtual Summit is an integral part of our diversity recruiting efforts.

During this two-day event, attendees will have an opportunity to explore the Venture Capital, Private Equity, and tech investing space, become familiar with Insight’s business and culture, learn what it takes to be successful throughout the recruiting season, and network with Insight professionals.

After the program, select students will be invited to participate in a first round superday to join the 2024 Investment Summer Analyst Program.

Application Details

Eligible candidates must be currently enrolled at a four-year accredited institution and provide their resume and transcript

To complete your application, you will be asked to complete a Video Cover Letter via HireVue & a Predictive Assessment. You will receive a separate e-mail with information on how to complete both steps. We encourage you to account for these steps in your application timeline

As space is limited, we encourage you to complete your application as quickly as possible as we review applications on a rolling basis in order of when candidates completed their application

All events will be held virtually

In furtherance of Insight’s commitment to fostering an equitable tech investing ecosystem, Insight encourages candidates from underrepresented groups and with diverse backgrounds and experiences to apply

Qualifications

Undergraduate students graduating between December 2024– June 2025

Passion for software, technology, and investing

Intellectually curious, results driven, and excited to speak with founders

Blackstone Finance Leadership Development Program Summer Analyst

Business Unit:

Corporate Finance

Program Description:

Blackstone's Finance Leadership Development Program is 10-weeks in length and will provide participants broad exposure to the Firm. The Program offers Summer Analysts various technical training and professional development opportunities, the ability to network with professionals across all business units, and a robust mentorship experience to allow the participants to be fully immersed in the Blackstone culture.

Job Description:

The Finance Leadership Development Program seeks to offer a challenging experience within Blackstone’s Finance group to those who are interested in careers in corporate finance and accounting. Our program is designed to develop talent as well as identify top candidates for Blackstone’s full-time Finance Analyst Program, where analysts are placed directly into a two-year corporate finance program.

The program offers a hands-on experience across corporate and business finance groups, through which Summer Analysts will have direct exposure to senior-level management, engaging mentors, development opportunities and targeted training. Our training program aims to sharpen technical, analytical and communication skills, as well as contribute to the success of each analyst in their various assignments, including analysis, reconciliation and reporting, and an end-of-internship presentation.

Opportunities and Responsibilities:

Summer Analysts will be placed in one group within Finance for the duration of the program. There are a variety of projects and responsibilities available, including, but not limited to:

Corporate Financial Planning & Analysis: Forecasting and reporting of detailed firm P&L and capital metrics financials to senior management on a weekly or bi-weekly basis. Preparing firm financial results for Blackstone’s quarterly earnings call and earnings release; compiling preparation materials for Blackstone’s CFO ahead of the quarterly earnings call.



Institutional Client Relations & Reporting: responsible for the preparation and presentation of all marketing and fundraising materials related to each respective business’ funds. The role entails close collaboration with internal teams as well as current / prospective investors to field any client requests and provide updates on performance, finance, and investment strategy.



Blackstone Credit (“BXC”) Valuations: Assist in the BXC Valuation process for the BXC managed funds by building and maintaining valuation models, working with the investment teams and coordinating with 3rd party independent valuation specialists. Analyze and formally communicate key valuation results, issues and risks to the Valuation Committee on a monthly basis. Perform special projects and ad-hoc analyses determined by the needs of Senior Management.



Blackstone Private Equity Valuations: Maintaining, preparing, and analyzing valuation models across Blackstone’s portfolio companies. Providing individual deal and total fund performance analysis and deliverables for the use of various constituents, including senior management, deal analysts, limited partners and internal/external auditors.



Blackstone Real Estate Valuations: Perform critical analyses and valuation reporting for Blackstone’s opportunistic real estate funds. Coordinating across regional finance teams, asset management and portfolio management teams to prepare quarterly valuation materials for senior management and the various valuation meetings. Aggregate and provide final valuation metrics to fund accounting and investor reporting teams for the purpose of producing financial statements and limited partners’ capital accountant statements



Blackstone Strategic Partners, Financial Planning and Analysis: Performing analyses and financial reporting of results to senior management. Analyzing, forecasting and reporting on AUM, revenue, expenses, performance tracking and other operating metrics.



Treasury Operations: Perform analyses on Blackstone's liquid investment portfolio and track investment performance including returns, risks, and holdings. Assist with forecasting short term cash needs and assist with FX leveling.



Qualifications:

Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, have sound judgment and have demonstrated excellence in prior endeavors. 

The successful candidate must possess:

Strong academic record

Proficiency in Microsoft Excel and PowerPoint

Strong quantitative skills

Self-starter, highly organized, and detail-oriented

Ability to be a collaborative team player

Ability to adapt to new challenges in a dynamic and fast paced environment while handling multiple projects

Possesses a strong work ethic, personal and professional integrity, a positive attitude, and genuine passion for excellence

Strong interpersonal and communication skills, both written and verbal 

To be considered for the 2023 Summer Analyst Program, applicants must meet the following criteria:

Currently enrolled as an undergraduate student

Actively pursuing a bachelor’s degree in Finance, Economics or Accounting

Anticipated graduation date: Fall 2023 – Spring 2024

Resume must include expected graduation month/year and GPA

Resume must be in PDF format

Position Summary

Our Summer Analyst Program is a ten-week internship in our Global Credit segment. Carlyle’s Global Credit group offers Summer Analysts the chance to be engaged on our investment processes and add value within our deal teams. Summer Analysts will have the opportunity to also engage with professionals across Carlyle and Global Credit with weekly lunch and learns, senior leader mentorship, and other developmental opportunities.

Primary Responsibilities

The primary responsibility of the Summer Analyst will be to collaborate with small deal teams to analyze and execute investments. Our Summer Analysts will help to manage and complete the various portfolio reporting functions required by the team, such as company specific quarterly valuation reports and analysis (both quantitative and qualitative); extensive financial modelling; compiling quarterly portfolio updates for the investment team.

 Additionally, the Summer Analyst will support the investment professionals in tasks such as preparing fund communications and marketing materials, processing non-disclosure agreements for new opportunities, and conducting general market and industry specific research.

 Requirements

Education & Certificates

To be eligible for the Carlyle Summer Analyst Program, students must be enrolled in a 4-year undergraduate university with the intended graduation date of Fall 2023 – Spring 2024

Preferred GPA of 3.5

 

Professional Experience

Prior internship in private credit or financial services is recommended



Competencies & Attributes

· Highly ethical

· Strong sense of accountability, responsiveness, and follow-through

· Team oriented, with consistent drive to maximize value-add to team

· Strong analytics

· Consistent attention to details

· Ability to handle projects with minimal training or oversight

· Excellent organizational skills

· Highly adaptable, with flexibility on depth and breadth of role and responsibilities

Founded in 1995, Insight Partners is a global software investor partnering with high-growth technology, software, and Internet Startup and ScaleUp companies that are driving transformative change in their industries. As of February 2022, the closing of the firm's recent fundraise, Fund XII, brings Insight Partners regulatory assets under management to over $90B.

Insight Partners has opportunities for undergrads or 5-year masters students that are graduating between December 2023 – June 2024 to join Insight Partners as a Full Time Investment Analyst starting in September 2024.

Our Investment Analyst program focuses on developing professionals in the venture and PE investing business. You will learn how to best speak to entrepreneurs, learn different business models that are attractive to Insight, how deals are structured and modelled, and all aspects of the lifecycle of a deal. You will be supported by an analyst mentor, your team members, and partners.

Few leading investment venture & PE organizations offer the type of opportunity that Insight Partners offers undergraduates in their first job. The life blood of our organization is sourcing, and you will be immediately thrust into the chaotic world of venture-funded businesses. You will be speaking with entrepreneurs every day, learning from them, questioning them, and ultimately recommending if their business is worth considering for investment. We have a tradition of promoting from within and developing the skills that will propel analysts in their careers.

Sourcing venture businesses is not easy work Funding a growth stage venture business in the technology space today is not easy work. It is a competitive environment where many firms are trying to find their next “winner.” Insight’s approach is unique, and our Analysts are our front line in interacting with and informing entrepreneurs about the Insight difference. Our Analysts are involved in all stages of the deal process.

Qualifications

Undergraduates or 5-year masters students, graduating between December 2023 - June 2024.



All undergraduate fields of study are welcome.

Is Insight right for you?

Team matters to us - Every Analyst will be placed on an investment team with its own personality and investment preferences. You will work as an integrated member learning about the type of companies that make sense for your team and for Insight. Your contribution to your team will be an important criterion in evaluating your success.

The phone is our weapon - If you think that calling entrepreneurs on the phone to sell them on Insight is glorified telemarketing, then Insight probably is not the right place for you. We believe that our Analysts and their outreach is our competitive advantage. Learning how to speak to entrepreneurs, sell them on our organization, and ultimately convince them to work with us is a skill set that will serve you well throughout your entire career…regardless of what you ultimately do! And when you are invited to a meeting you have a real value and contribution based on your existing relationship with the entrepreneur.

We expect excellence - Insight has a tradition of hiring the best and the brightest. You will be pushed hard in a competitive environment to show that you can learn rapidly and that your thinking can evolve. The bar is high, but if you can succeed, you will be rewarded for your contribution.

Learn by doing - We will train you and give you what you need to start your journey. But, ultimately you need to be comfortable working independently and be self-motivated. Every interaction internally and externally is an opportunity for you to learn. Analysts appreciate an environment where they are not micro-managed and can chart their own path to success.

Do you love entrepreneurs? If you want to be an entrepreneur, start your own business. But, if you want to figure out what makes a successful business and how to help entrepreneurs win, then Insight could be right for you. Our goal is to find great businesses with great talent and then partner with them to help them succeed.

Working hard is just the beginning - We work hard at Insight. Long hours and demanding work is the norm. But, we also think you should be able to have fun with the people you work with on a daily basis. There is a regular schedule of social events and outings throughout the year, where you will begin to appreciate that it is the people that make Insight so special.

We like winning and people who want to win, but… Insight likes to win and that is integral to our culture. We also want competitive people who simply can’t stand losing. But, we also have a reputation as an ethical company that can be trusted. We expect no less from everyone who works with us. We want great people…no jerks allowed!

Your employment will be conditioned upon:

Passing a background check.

Confirming your eligibility to work in the United States.

Acknowledgement of, agreement to, and continued compliance with Insight’s policies and procedures, including its Compliance Manual and Code of Ethics contained therein, as amended from time to time.

Execution of a confidentiality agreement in form and substance satisfactory to Insight.

Subject to applicable law, providing proof that you are vaccinated for COVID-19 (unless you are eligible for a reasonable accommodation from Insight’s mandatory vaccination policy for disability, pregnancy, religious belief, status as a victim of domestic violence, stalking or sex offenses or for any other reason protected by law).