private equity analyst intern resume example with 4+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
: , Expected in
Stephen M. Ross School of Business - Ann Arbor, Michigan,
Master of Science: Computational Finance, Expected in 2017
DePaul University, Kellstadt School Of Business - Chicago, Illinois

[March 2016- December 2017]

Bachelor of Arts: Advertising, Concentration in Management and Media, Expected in 2014
Michigan State University - East Lansing, Michigan

[August 2010- December 2014]

Work History
Associate, Product Development, 12/2017 to Current
Centric Brands Inc.Carlsbad, CA,
  • Perform primary/secondary research to build business cases to bring on new Equity/Futures markets and products
  • Integral part of team that added Japanese Equities and Canadian Equities for clients to trade
  • Monitor client's portfolios to see what products/sectors should be researched further
  • Work with Credit Risk to alter client's credit limit if trading of new product/market ensues, by looking at client's financials and existing portfolio
  • Create periodic memos to clients and management team addressing risk based haircut, total credit limit, and leverage ratio changes due to internal allocation and external liquidity environment
Private Equity Associate Intern, 09/2017 to 12/2017
NextGen Growth PartnersCity, STATE,
  • Conducted detailed diligence on prospective investments, including analysis of business model, competitors, vendors, and customers
  • Performed financial modeling to value targets, including leveraged buyout, comparable company, and transaction analysis
  • Performed primary and secondary research to identify attractive industries based on investment criteria
  • Developed Indication of Interests and Letter of Intents and perform necessary due diligence 
  • Conducted email campaigns and follow-up phone conversations to build relationships with business brokers and investment bankers
Financial Summer Analyst, 06/2017 to 09/2017
Flagstar BankCity, STATE,
  • Member of the Financial Planning and Analysis team, responsible for forecasting mortgage lending, retail lending, and commercial lending
  • Analyzed trends in performance indicators including areas of revenue and capital expenditures
  • Used financial models to determine how Flagstar's acquisition of Opes Advisors would affect yearly projections
  • Worked on Flagstar's lending strategic plan which forecasts financials for a three year period
  • Used risk models to evaluate the most effective way to invest Flagstar's portfolio of Fixed Income instruments
Assistant Media Investment Buyer, 04/2015 to 01/2016
ID MediaCity, STATE,
  • Assisted in preparation of budgets and estimates of proposed media plans for Fortune 500 clients
  • Maximized client’s multi-million dollar budgets by consistency placing 90% of advertisements
  • Used financial methods to calculate metrics (Cost Per Point) and resolve invoices for clients  

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Resume Overview

School Attended

  • Stephen M. Ross School of Business
  • DePaul University, Kellstadt School Of Business
  • Michigan State University

Job Titles Held:

  • Associate, Product Development
  • Private Equity Associate Intern
  • Financial Summer Analyst
  • Assistant Media Investment Buyer


  • Master of Science
  • Bachelor of Arts

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