Recalc

Private Equity - Analyst Track

Analyst Track

Target PE analyst roles with focused preparation on case studies, portfolio knowledge, and fundamental analysis. Perfect for undergraduates and recent graduates.

Overview & Timeline

Typical Profile

  • • Undergraduate or recent graduate
  • • 0-2 years of work experience
  • • Strong academic performance
  • • Interest in growth-stage investing
  • • Less technical modeling experience

Timeline

Months 1-2: Technical foundations
Months 3-4: Case study practice
Month 5: Interview preparation

Technical Preparation

High PriorityMedium Priority

Paper LBO

Work through leveraged buyout scenarios on paper with limited time pressure

Medium Priority

Cases - Verbal

Practice verbal case discussions and portfolio company analysis

High Priority

Written Cases/CIM

Analyze confidential information memorandums and investment opportunities

Medium Priority

Portfolio Company Knowledge

Understand PE firm portfolios and industry dynamics

Medium Priority

Interview Preparation

PE Interview Questions

Common questions for PE analyst interviews with detailed preparation

Behavioral Preparation

Tell your story and demonstrate fit for private equity

Analyst vs Associate Expectations

Analyst Track Focus

  • • Less complex modeling: Paper LBOs vs full Excel models
  • • Case discussions: Verbal analysis over written reports
  • • Portfolio awareness: General knowledge vs deep expertise
  • • Learning mindset: Coachability over experience