Financial Analyst, Vice President

TPG Careers Page • San Francisco, CA

14h • Hybrid

About The Position

The Financial Analyst (Vice President) role at TPG Global, LLC in San Francisco, CA, involves performing quantitative and qualitative analyses, including detailed valuation, financial modeling, strategic evaluation, and company/management due diligence. The position requires assisting in all aspects of due diligence (financial, legal, tax, accounting, strategic, deal structuring), demonstrating sophisticated modeling capabilities with minimal errors, and originating insightful analyses with clear implications. The role involves working across the TPG platform with investment professionals in all industry groups and geographies, focusing on investment opportunities and portfolio companies in the U.S. Responsibilities include assessing and executing investments in public and private companies and structured financial instruments, monitoring current investments, interacting with portfolio company senior management, and assisting with strategic development, operational and financial alternatives, add-on acquisitions, and planning/budgeting processes. The role also entails negotiating with debt financing sources and equity partners, assessing the macroeconomic environment, political and regulatory issues, business climates, social developments, and corporate governance in the healthcare sector, and building institutional knowledge. The analyst will monitor investments, offer assessments of ideas from other professionals, conduct financial economics research using statistical data and anecdotes, and research complex economic issues, prioritizing workflow based on a big-picture understanding. Periodic travel is required for meetings related to potential investments, investor meetings, and periodic meetings with other analysts. The role may supervise associates.

Requirements

• Bachelor’s degree in Applied Mathematics and Statistics (foreign educational equivalent acceptable)
• Completed Bachelor’s level coursework in: Elements of Macroeconomics; Professional Writing and Communication; Seminar in Financial Literacy; Financial Accounting; Corporate Finance; History and Future of the Hedge Fund Industry; Introduction to Probability; Managerial Finance; Financial Market Research; Introduction to Statistics; Introduction to Financial Derivatives; Applied Economics and Finance; Information and Investing Seminar; Equity Markets and Quantitative Trading; and Problems in Applied Economics
• Aggregate of 2 years of experience as a Financial Analyst in a B2B Software-Focused Private Equity Firm and/or as a Corporate Investment Banking (CIB) Program Analyst at an Investment Bank
• During two years of experience must have worked on projects involving: (i) evaluation of publicly traded software businesses through a combination of financial modeling, expert network calls, public filings and earnings calls diligence and broader industry research for potential take-private opportunities; (ii) preparation of investment committee materials for privately-owned software companies that are undergoing a perpetual license to subscription pricing model transition, which involve retention analysis by geography, price band, and product, (iii) coordinating with both US and European lenders on ARR loan market appetite and debt quantum; (iv) working with bankers to facilitate full sale of a portfolio company that sells software tools to help secure their customers’ open source supply chain; (v) working with the finance team at software portfolio companies on a weekly basis to help forecast cash collections, renewal bookings, and new and expansion bookings

Responsibilities

• Perform quantitative and qualitative analyses such as: detailed valuation and financial modeling, strategic evaluation, and company/management due diligence
• Assist in conducting all aspects of due diligence, including financial, legal, tax, accounting, strategic, and deal structuring issues
• Demonstrate sophisticated modeling capabilities and consistently create minimal to zero-defect models
• Originate creative and insightful analyses and articulate key implications and take-aways
• Work across the TPG platform with other investment professionals in all industry groups and geographies, with a focus on investment opportunities and portfolio companies across the U.S.
• Assess and execute various investments in public and private companies and structured financial instruments
• Assist in monitoring current investments, interacting with the senior management of portfolio companies, and assisting in the evaluation of strategic development, operational and financial alternatives, add-on acquisitions, planning and budgeting processes
• Negotiate and interface with potential debt financing sources and equity partners
• Assess and understand macroeconomic environment, political and regulatory issues, business climates, social developments and corporate governance issues in the healthcare sector
• Build TPG’s institutional knowledge of these factors and incorporate them into analyses of current and potential investments
• Monitor investments and offer assessments of ideas by other investment professionals
• Conduct financial economics research by reviewing relevant and statistical data, anecdotes, and illustrations for various investment topics, themes, case studies and industries
• Conduct and collect research on complex economic issues and use big picture understanding to prioritize workflow
• Periodic travel is required for meetings relating to potential investment opportunities
• Attend investor meetings
• Attend periodic meetings with other investment analysts to share ideas and developments
• May supervise associates
• Occasional travel within the United States to explore investment opportunities and to manage existing investments approximately 5 times per year, and to attend firm meetings approximately twice a year
• Evaluation of publicly traded software businesses through a combination of financial modeling, expert network calls, public filings and earnings calls diligence and broader industry research for potential take-private opportunities
• Preparation of investment committee materials for privately-owned software companies that are undergoing a perpetual license to subscription pricing model transition, which involve retention analysis by geography, price band, and product
• Coordinating with both US and European lenders on ARR loan market appetite and debt quantum
• Working with bankers to facilitate full sale of a portfolio company that sells software tools to help secure their customers’ open source supply chain
• Working with the finance team at software portfolio companies on a weekly basis to help forecast cash collections, renewal bookings, and new and expansion bookings

What This Job Offers

• Job Type: Full-time
• Career Level: Manager