PE Deal Sourcing Interview/On-the-job advice
Hi all,
Hoping to receive some insight on several points as enumerated below. Note: Other posts on the topic did not discuss these questions in detail.
1) What (finance/market research) knowledge/skills would be expected of a candidate at a PE sourcing job? What about an interview? Is it the typical IBD type questions?
2) I understand that much of the position will likely be cold-calling. However, what knowledge/skills of finance/market research is necessary to perform well on-the-job?
3) What is the compensation for MM PE FT positions of this nature (Assume, e.g. 80% sourcing to start)?
Thanks!
Bump
i'm interested
I'll bump to follow
Starting in Private Equity, help on managing deal flow, deal sources, etc. (Originally Posted: 11/16/2015)
Hey All,
Moving to PE as a Director after 12 years in banking. Great opportunity to be 3rd partner in a billion dollar debt fund doing $20M - $200M uni-traunche debt rounds. A lot of my focus will be on managing deal flow pipeline, deal flow sources, mechanics of keeping deals moving through investment process, etc.
The other two principals are more operators than finance guys. Can anyone help lay out how you organize deal sources, manage and organize incoming deals, etc. A lot of those deal sources are my relationships. Not so much monitoring afterwards, but really the front end of getting to a closed transaction.
Excel docs, software, best practices, sharing / reporting with other partners, anything would be awesome.
Thanks!
Any CRM solution should work... we use Zoho
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