Analyst, Private Equity (Finance)
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
50 South Capital (www.50southcapital.com) is the private equity investment group within Northern Trust. 50 South Capital's private equity group makes primary, secondary, and direct co-investments in buyout and venture capital funds and companies in the U.S., Europe and Asia. The team has extensive experience investing in the industry and has been led by its founding partners since 2000. It oversees over $15.1 billion in assets and is experiencing rapid growth.
The individual in the two year Analyst position will participate in all of the group's activities, including investments, fundraising and portfolio management. This will include screening investment opportunities; meeting fund management teams; completing due diligence, including valuations and modeling; participating in various portfolio monitoring tasks and data analysis projects; creating and updating marketing materials; and participating in fundraising related initiatives.
Key Responsibilities:
- Preparing financial analysis in support of the firm's due diligence on private equity fund/secondary/direct investment opportunities.
- Evaluating a firm's strategy and historical track record versus industry benchmarks; tracking industry-wide and fund specific investment and liquidity data; modeling fund cash flows and transaction structures; working with valuation models and projection models; reference calls; and compiling information for investment committee presentations.
- Supporting general duties within the primary, secondary, and direct investment functions, including monitoring the universe of buyout and venture capital fund managers, and meeting with these managers as part of the diligence process.
- Assisting with business development and investor relations projects, such as maintaining marketing and quarterly performance presentations, creating industry white papers, and working with the back office team.
- Position may require some travel.
Qualifications:
- Preferably seeking a summer 2025 start date.
- High attention to detail.
- Strong work ethic.
- Excellent interpersonal skills, ability to work within a collegial, team environment.
- Strong communication skills, both written and oral.
- Highly-developed analytical ability, curiosity.
- Ability to prioritize workload and to work on a number of projects concurrently.
- Strong business and interpersonal judgment skills with ability to assess both the qualitative and quantitative aspects of an investment.
- Understanding of how financial markets work, particularly private equity.
- Knowledge of basic financial analysis and the valuation of private companies.
- Highly proficient in Word, Excel and PowerPoint.
- Must be comfortable representing the firm to outside constituencies in a professional way.
- Bachelor's degree, with a major in business, finance, accounting, or economics preferred; also engineering.
- 0-1 years of experience with leveraged finance,consulting, public accounting, corporate finance or private equity.
Salary Range:
$80,800 - 133,400 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
