Starting PE Job in 1 Month, Looking for Material

Based on the most helpful WSO content, here are some resources and materials you can review to prepare for your upcoming PE Associate role:

1. Financial Modeling Resources:

   • Access free financial modeling lessons that cover financial statement modeling, DCF, M&A, LBO, Comps, and Excel modeling. These are essential for understanding the technical aspects of private equity.

2. Private Equity Interview Prep:

   • While you're not interviewing, the prep materials often include case studies and frameworks that can help you understand deal evaluation, due diligence, and investment strategies.

3. PE Recruiting Guide:

   • This guide breaks down the recruiting process but also provides insights into what PE firms value in candidates, which can help you align your approach to the role.

4. Templates Library:

   • Download templates for private equity resumes, stock pitches, and other relevant documents. These can give you a sense of how to structure your work and presentations.

5. Q&A Threads:

   • Check out threads like "PE Associate at a single-sector mid-market fund" or "PE folks: What's your initial diligence framework/workflow?" for practical advice from professionals in the field.

6. Bootcamps:

   • Consider enrolling in WSO's Private Equity Interview 1-Day Bootcamp or Financial Modeling & Valuation 2-Day Bootcamp. These are intensive and can provide a solid foundation in a short time.

7. Behavioral Techniques:

   • Review behavioral techniques and frameworks to better articulate your investment ideas and communicate effectively with your team.

Since your firm focuses on secondaries, fund investing, and co-investing, you might also want to familiarize yourself with: - Secondaries Market Dynamics: Understand how secondary transactions work, including pricing, due diligence, and portfolio analysis. - Fund Investing: Learn about fund structures, performance metrics (e.g., IRR, MOIC), and manager selection. - Co-Investing: Study co-investment strategies, deal structures, and the risks/rewards involved.

These resources should give you a strong start and help you hit the ground running in your new role. Good luck!

Sources: Preparing for Associate Role?, PE Funds in Europe / Recommendations / Associate Level, PE Recruiting Guide