Skip to Main Content

Private Equity Research Analysts and Associates

Experience, Skills, and Personality Traits

Some analysts and associates are able to enter the field after completing a bachelor’s degree and an internship, co-op, or part-time position at an alternative investment firm, consulting firm, or investment bank. Higher-level positions require an MBA and several years of experience at an alternative investments firm.

Key traits for analysts and associates include strong critical thinking, quantitative, and research skills; good judgment; the ability to multitask; excellent communication skills; a talent for working well with others; and a strong work ethic. Proficiency in Microsoft Excel, PowerPoint, and Word, as well as financial modeling software, is also required. Analysts and associates who work outside of the United States may be required to be fluent in a foreign language.