Private Equity Senior Analyst

Salesforce
New York
Workplace: OnsiteFull timeUSD 96,300 - 145,200 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 1+ yearsEducation: bachelorsSkills: ["Communication","Strategic influencing","Analytical thinking","Consulting","Relationship building"]

Support Salesforce’s Private Equity Practice by analyzing portfolio performance, producing reporting and strategic insights for executive audiences, and owning data and market research that shape value-creation POVs. Partner with the senior PE relationship manager to deepen strategic PE partnerships, maintain portfolio information, and support go-to-market execution with clear success metrics. Contribute to due diligence and customer-facing engagements using strong analytics and communication across complex teams.

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FursaFursa
Salesforce
Salesforce
2 days ago

Private Equity Senior Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 1 week ago

Job Summary

Support Salesforce’s Private Equity Practice by analyzing portfolio performance, producing reporting and strategic insights for executive audiences, and owning data and market research that shape value-creation POVs. Partner with the senior PE relationship manager to deepen strategic PE partnerships, maintain portfolio information, and support go-to-market execution with clear success metrics. Contribute to due diligence and customer-facing engagements using strong analytics and communication across complex teams.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Support internal and external portfolio performance reviews by assessing operational metrics/effectiveness on a recurring basis.
  • •Conduct thorough data analyses to deliver actionable insights communicated to senior executives and clients.
  • •Own strategic projects supporting the growth and success of the Private Equity Practice, including keeping portfolio information up to date.
  • •Conduct market research on top Private Equity firms, including fund cycle, investment approach, sector focus, digital transformation strategy, and value creation approach.
  • •Support business development by maintaining relationships with strategic Private Equity partners and assisting execution of the go-to-market plan with success metrics.

Pay and Benefits

Salary: USD 96,300 - 145,200 annually
Perks:Time OffMedicalDentalVisionHealth InsuranceParental LeaveLife InsuranceDisability Insurance401kEquity

Key Requirements

  • •1-3+ years of working experience with exposure to private equity/credit, venture capital, consulting, strategy, enterprise software, AI or digital transformation.
  • •Experience working internationally with both international clients and international teams.
  • •Strong analytical skills with proficiency in Google Sheets and Excel; basic knowledge of Salesforce CRM Analytics and Tableau is a plus.
  • •Exceptional communication, strategic influencing, and consulting skills.
  • •A track record of growing in complex, multi-disciplinary teams with a high tolerance for ambiguity.
Experience:1+ yearsPrivate equityCreditVenture capitalConsultingStrategyEnterprise softwareAIDigital transformation
Education:Bachelor's in Economics, Finance, Accounting or Management
Skills:CommunicationStrategic influencingAnalytical thinkingConsultingRelationship building
Languages:English
Tech Stack:Google SheetsExcelSalesforce CRM AnalyticsTableauSalesforce CRM

Company Brief

Salesforce
Provides a leading cloud-based customer relationship management (CRM) platform with sales, service, marketing, analytics, and integration tools that empower businesses to manage customer relationships and digital transformation at scale.
Industry: SaaS
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 1999
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Glassdoor: 4.1
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