Fall Co-op 2026 - Private Equity
About The Position
Our Private Equity Co-op is your launchpad to success, offering the support, structure, and exciting opportunities you need to thrive and make your mark. Our Private Equity Investment Co‑op for Fall 2026 offers hands‑on experience supporting both AI‑driven investment processes and core investing activities, including underwriting, portfolio monitoring, research, and financial analysis. This opportunity is ideal for motivated students seeking practical experience applying AI to real investment workflows, collaborating with investment professionals, and contributing to process improvements, data organization, and analytical projects. You’ll gain exposure to real business challenges in a fast‑paced investment environment that builds foundational skills for a career in private markets, investing, or data‑driven finance roles, and offers a pathway to continued opportunities within our investment teams.
Requirements
- Currently pursuing a bachelor’s degree, ideally a joint Technical and Business degree, dual major, or major-minor combination.
- Technical degrees include Computer Science, Engineering, Data Science, Information Systems, and other closely related disciplines.
- Strong interest in investing, company building, and applying AI to knowledge-work processes.
- Strong quantitative and analytical skills.
- Strong written and communication skills - able to synthesize and articulate thoughts in a structured manner.
- Strong attention to detail.
- Highly motivated self-starter and team player, able to take initiative, prioritize, and run on own with limited guidance.
- Demonstrated project and time management skills in a fast-paced, multi-tasking environment.
Nice To Haves
- Familiarity with modern AI/LLM capabilities and limitations (prompting, evaluation, basic RAG concepts, safety/privacy considerations).
- Experience with data tooling, workflow automation, or building prototypes.
Responsibilities
- Help design and implement AI-enabled workflows to improve investment underwriting and ongoing monitoring (e.g., memo drafting support, data extraction from documents, market/competitive research acceleration, KPI tracking, monitoring summaries).
- Assist in identifying use cases, documenting requirements, testing tools, and measuring impact (time saved, quality improvements, consistency).
- Support data organization and light engineering tasks (e.g., dataset creation/cleanup, prompt libraries, workflow automation, dashboards), while maintaining strong controls around confidentiality and data handling.
- Create repeatable processes and clear documentation so solutions can be scaled across the team.
- Support the assessment of new opportunities across all stages of the underwriting process, including industry research, financial analysis, and portfolio data analysis.
- Assist with preparing investment screening materials, developing financial models, performing financial analysis, and conducting sector analysis using primary and secondary research.
- Assist in due diligence on new private equity fund commitments, including analyzing the performance of prior funds and investments, benchmarking results, and evaluating the firm’s strategy and team.
- Contribute to the preparation of approval memos and presentation materials.
- Participate in monitoring portfolio companies and private equity funds, including preparing quarterly and annual investment reviews.
Benefits
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Entry Level
