Investment Analyst Intern
Location: Newport Beach, CA
Industries: Financial Services, Accounting, Private Equity, M&A
Job Type: Part-Time (16 - 20 hours)
Education Level: Bachelor's Degree or Master's Degree
Our Company
Founded in 1998, Harvey & Company is a buyside acquisition search and principal investment firm. We are a unique company in that we have advised the buyer on every one of our 1,100+ transactions, including 166 in 2024. We proactively reach out directly to business owners and companies that align with specific investment and acquisition strategies that we are leading. Our core team is comprised of over 100 professionals dedicated to specific sectors within industrial manufacturing and services, distribution, healthcare, business and financial services, technology, consumer, and energy. For more information, visit our website at www.harveyllc.com (http://www.harveyllc.com/)
Job Description:
We directly work with private equity groups and assist them in finding and evaluating companies that could be strong investments for their funds. On some of the deals we work on, we have the opportunity to invest alongside our clients.
Over the past years, we have averaged around 10 investments per year. The Investment Analyst Intern will support our firm’s co-investment activities across portfolio monitoring, reporting, and deal execution. This role will involve close collaboration with deal teams, fund sponsors, management teams, and internal stakeholders to ensure accurate investment reporting, compliance, and smooth execution of transactions.
Job Responsibilities
• Maintain portfolio company cap tables / ownership schedules that track contributions and distributions.
• Track and analyze portfolio performance with financial updates and cash flows, IRR, and MOIC metrics.
• Support financial statement review, including P&L, balance sheet, cash flow, and footnote analysis.
• Assist in investment reporting and investor communications.
• Coordinate legal documents / deliverables with external parties.
• Provide support on new deal evaluation, including financial modeling/sensitivity analysis and preparing memos.
• Monitor clients / sponsors’ compliance with engagement agreements.
• Assist in process improvements for reporting, tracking, and communication workflows.
• Prepare materials for management group and other stakeholder meetings.
• Perform ad-hoc analysis as assigned by your supervisor or his/her designee.
The Right Candidate
This is a great opportunity for a recent college graduate who is looking to break into the private equity industry. You will have the opportunity to learn about the investment process of private equity groups, participate in internal investment discussions, and understand how financial and tax reporting work for these investments. If you consider yourself a self-starter, intrinsically motivated, and someone who strives for excellence in all you do and want to seize an opportunity at a reputable M&A firm that promotes growth and development, we look forward to receiving your application!
Requirements
Knowledge of:
• Investment concepts, terminology, models, strategies, and fundamentals
• Statistical concepts, methods, and models, and their application to investments
• Tax compliance and legal documentation within an investment environment
• Microsoft Excel (advanced functions, financial modeling)
• Bachelor’s degree from an accredited four-year college or university with major coursework in accounting, finance, economics, or a related discipline. Master’s degree / MBA and/or CPA/CFA preferred
• Relevant work experience; the ideal candidate will have +1 years of experience in financial accounting/audit and/or an investment-related setting, such as corporate finance / investment banking and/or consulting
• Paralegal experience is a plus
• Strong written and verbal communication skills
• Excellent analytical and quantitative skills with attention to detail
• Solid business acumen combined with sound, pragmatic judgment and strong organizational skills
Compensation:
A reasonable estimate of the current range is $28 – 35/ hour, based on experience.
The current range noted provides a basis to determine the appropriate offer dependent upon several factors including but not limited to experience, skills, and education.
This is mostly an in-office position requiring on-site training, mentoring, and collaboration.
Harvey & Company LLC is an Equal Opportunity Employer who is committed to maintaining an inclusive work environment. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, veteran status, gender identity, pregnancy, or any other legally protected status based on federal, state or local law, including national origin or citizenship.
Harvey & Company LLC is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process, please contact [email protected] for assistance.
