Analyst

Job Description

M2O Private Fund Advisors (“M2O” or the “Firm”) is an independent placement agent focused exclusively on private equity fund placement, direct equity/co-investment placement and secondary advisory. The Firm was formed in 2012 by the former senior fund placement team from Jefferies (a middle market investment bank). The Firm focuses on primary capital fundraising, secondary advisory, and direct co-investment fundraising. M2O has grown to be one of the leading fund placement and secondary advisory firms in North America and has developed a strong track record and reputation across lower middle market private equity.

M2O is looking for an ambitious and articulate graduate to join the team as an Analyst. The Analyst position is expected to offer exposure to all aspects of the fund placement, direct equity placement, and secondary advisory business. M2O drives a comprehensive advisory and capital raising effort for its clients, and the analyst position plays an integral part in that success. Due to the size of the M2O team, the Analyst position provides outstanding experience and exposure to senior professionals both within the Firm and with its clients.

Qualifications

• Proficiency with Excel, Word, PowerPoint and other Microsoft Office programs
• Strong quantitative and analytical skills
• Excellent organizational and time management skills
• Must enjoy working in a team environment, be highly self-motivated and entrepreneurial and exhibit a strong enthusiasm and desire to learn about the industry
• Personal integrity, self-discipline, confidence, and strong communications skills are essential

Main Responsibilities

• Fund Placement – Support the project management and execution of fundraises by assisting with:
  • Due diligence and analysis of companies and fund managers, including putting together materials for use by clients during the diligence and analysis process
  • Updating our customer relationship management (CRM) database and generating investor status reports and marketing calendars for weekly client update calls
  • Preparing briefing notes for investor meetings as well as assisting with any GP requests
  • Responding to ad hoc client and investor requests
  • Conduct research on general partners and limited partners to help identify potential new business opportunities
  • Assist with preparing M2O new business pitches
  • Assist with internal pipeline tracking, weekly updates and ad hoc internal meeting presentations
• Direct Equity – Support the evaluation and execution of capital raising processes by assisting with:
  • Analyzing industries and companies and assessing competitive dynamics, as well as companies’ current financial position and the soundness of projected financial performance
  • Maintaining and updating our CRM and investor status reports for weekly client update calls
  • Preparing clients for investor meetings
  • Participating and taking detailed notes on calls between clients and investors
  • Financial modeling and analysis, including the preparation of transaction marketing presentations, deal pitches, and other transaction due diligence materials
  • Interacting with clients and company management teams
• Secondary Advisory – Take a supporting role in managing secondary transactions, by assisting with:
  • Conducting due diligence on GPs, funds and assets
  • Participating in the development of process outlines, transaction structures and pricing proposals for our clients
  • Helping prepare and distribute secondary marketing and due diligence materials to support each transaction, including assisting with due diligence requests from buyers and sellers
  • Participating and taking detailed notes on discussions and negotiations between our clients and the associated buyers
  • Assisting with the transaction closing process
  • Maintaining and updating internal dashboards, trackers, data rooms and processing buyer NDAs
  • Maintaining and updating our internal CRM