Finance and Operational Efficiency

Job Summary:
The Research Analyst will work with members of the Value Creation team of one of our clients, a Global Private Equity Firm based in New York City. They will support the team across a variety of Operational Efficiency projects. This position will emphasize the opportunity to collaborate extensively with the team in a fast-paced and global work environment.
The Research Analyst will learn and apply key skills across both (1) due diligence of prospective investments (operational benchmarking, organizational analysis), and (2) portfolio company value creation (including but not limited to cost analysis, organizational analysis and growth strategy)

Main Responsibilities:
Review annual company reports and company financial information to rapidly evaluate company’s operational efficiency, business model and strategy
Perform public and private company cost benchmarking (e.g. looking at P&L lines like COGS + OPEX) using Excel/Claude and summarize key findings into client-ready work products (typically PPT)
Research efficiency benchmarks (like salary benchmarking, cost allocations, best in class practices etc.) for portfolio companies
Prepare detailed analysis and presentations to end to end (draft, do analysis, revise) to provide actionable insights and guidance
Create Claude skills to make analysis quicker, more insightful and accurate
Develop financial business case to support changes to organizational structure to improve efficiency and effectiveness.
Organize large amounts of data from various sources to create a cohesive database
Research and create case studies for best in class examples


Requirements:
Bachelor’s degree (Mathematics, Economics, Finance, Business Admin., Accounting, Organizational Studies, Engineering, Operations, and/or Computer Science)
1–2 years of professional experience in finance-exposed roles (e.g. consulting, banking, accounting, equity research, strategy, finance, operations) required. Strong ability to understand, manage and analyze public financial statements, specifically profit and loss (P&L) reports.
Exceptional attention to detail and methodical approach to performing analysis.
Methodological approach to performing analysis.
Exceptional communication with key stakeholders.
Excellent command of both spoken & written English is a minimum.
Proactive and curious in everything they do.
Willing to go the extra mile if needed
Excellent command of Microsoft Excel.
Experience using Claude/AI tools
Excellent command in Microsoft Powerpoint is a plus
Experience with DataScience/coding is a plus