Private Equity Senior Analyst

Salesforce
New York
Workplace: HybridFull timeUSD 89,880 - 151,340 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 2-4 yearsEducation: bachelorsSkills: ["Communication","Strategic influencing","Consulting","Analytical skills","Relationship building","Independence","Self-starter","Work ethic","Tolerance for ambiguity"]

Support growth of strategic Private Equity partnerships by partnering with a senior PE relationship manager and delivering both quantitative and qualitative analysis across PE portfolio firms. Lead reporting and strategic projects, conduct market research and digital POV work for due diligence, and help craft growth strategies for carve-outs and acquisitions. Assist with go-to-market execution and maintain partner relationships, translating Salesforce capabilities into measurable value creation.

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FursaFursa
Salesforce
Salesforce
1 day ago

Private Equity Senior Analyst

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Last checked: 3 hours agoStatus: Live

Job Summary

Support growth of strategic Private Equity partnerships by partnering with a senior PE relationship manager and delivering both quantitative and qualitative analysis across PE portfolio firms. Lead reporting and strategic projects, conduct market research and digital POV work for due diligence, and help craft growth strategies for carve-outs and acquisitions. Assist with go-to-market execution and maintain partner relationships, translating Salesforce capabilities into measurable value creation.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Support the growth of strategic Private Equity partnerships and deepen collaboration with a senior PE relationship manager.
  • •Lead data analysis, reporting, and strategic projects for recurring portfolio performance reviews and executive-ready insights.
  • •Conduct market research and support portfolio company due diligence, including digital transformation and value creation POV research.
  • •Assist with business development activities: maintain partner relationships, advocate for the partnership, and support go-to-market plans with success metrics.
  • •Keep PE portfolio information up to date through reporting and data analysis, and enable internal and client-facing teams to sell effectively to PE-owned companies.

Pay and Benefits

Salary: USD 89,880 - 151,340 annually
Perks:MedicalDentalVision401kPaid ParentalLife InsuranceDisability InsuranceHealth Insurance

Key Requirements

  • •2-4+ years of working experience with exposure to private equity/credit, venture capital, consulting, strategy, enterprise software, AI, or digital transformation.
  • •Experience working internationally with clients and on international teams.
  • •Exceptional communication, strategic influencing, and consulting skills.
  • •Strong analytical skills; proficient in Google Sheets and Excel (basic knowledge of Salesforce CRM Analytics and Tableau is a plus).
  • •Ability to thrive in complex, multi-disciplinary environments with a high tolerance for ambiguity and strong relationship-building skills.
Experience:2-4 yearsPrivate equityVenture capitalConsultingStrategyEnterprise softwareAIDigital transformation
Education:Bachelor's in Economics, Finance, Accounting or Management
Skills:CommunicationStrategic influencingConsultingAnalytical skillsRelationship buildingIndependenceSelf-starterWork ethicTolerance for ambiguity
Languages:English
Tech Stack:Google SheetsExcelSalesforce CRM AnalyticsTableau

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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