Introduction to the Report

Tianjin Joint Venture Internship Program

This report specifically focuses on the responsibility of the Tianjin New Financial Development Company joint venture to design and launch a program for young professionals from Tianjin to spend time as interns working at Western Investment Banking and Mergers and Acquisition Intermediary firms, Private Equity firms and other Specialty firms related to Equity Investment.

The purpose of the Internship Program is to contribute to the development of professional talent in Tianjin as part of the overall strategy to attract equity investment firms and specialty finance organizations to locate in the Tianjin area.

A detailed description of the overall internship program, the process for launching the program, the process for individual applicants, the description of the internship opportunities, the responsibilities of each party involved (the individual intern, the host organization, the sponsor organization and the joint venture as organizer).

Our recommendations are included in this report for the first group of Tianjin organizations which we think would be interested to sponsor one or more interns and provide the initial candidates for the internship positions. Immediately after the meetings in Tianjin in late-February, we will con-tact the first group of Tianjin organizations to invite them to provide applicants offer the internship opportunities.

Host organizations as well as position descriptions and qualifications for the internship opportunities are also listed in this report.

天津实习计划简介

这份报告特别侧重介绍天津新金融发展公司合资企业设计和推出实习计划的责任。通过该计划，将为天津的青年专业人员才提供到西方投资银行和并购中介公司，私募股权公司和有关股本投资的其他专业公司实习工作机会。 实习计划的主旨是为天津的总体战略提供专业人才做出贡献，以吸引股权投资企业和专业金融组织在天津地区发展。

本报告详细说明了总体实习计划，计划的启动程序，个人申请过程，实习机会的说明，各参与方的各自职责（个人实习人员，实习公司，赞助商，以及作为组织者的合资企业）。

在本报告中，我们推荐了第一批我们认为将有兴趣赞助一个或多个实习人员并提供初步实习候选人的天津组织机构。在2月下旬天津会议结束后，我们将立即与第一批天津组织结构联系，邀请它们提供候选人申请实习机会。

实习公司以及实习机会的立场说明和资格审定也列在本报告。

 

Internship Program Overview

Background: The contract signed by Tianjin Guozheng and MidMarket Capital Advisors, LLC on September 11, 2009 was intent to establish a joint venture—Tianjin New Financial Development Co. In the business plan of the JV, it included the item of Professional Training and Development which stated that the Joint Venture will develop a program and process for selecting young professionals or graduate students from Tianjin to join firms in the United States and Europe for internship opportunities through the professional network of MidMarket.

Purpose of Program: The future development of financial firms and related businesses in the Tianjin area will depend in large part on the professional talent available and working in equity investment, corporation finance, specialty financial firms and the related businesses such as accounting firms and law firms based in and around Tianjin.

The Internship Program is designed to provide opportunities for young professionals and graduate students to gain valuable exposure and experience from established firms around the world and bring that knowledge back to Tianjin. The type of skills that will be gained by interns will include financial analysis and business valuation, equity investment document preparation, deal-specific expertise in legal, accounting, and regulatory topics.

This will help to develop the environment in Tianjin for the preferred type of financial businesses and attract attention to Tianjin. It will encourage equity investment firms to locate in the Tianjin area because the talent is available for those businesses. Increased activity in those businesses will then increase both the sup-ply and demand for talented professionals and draw even more business to the Tianjin area.

Key Program Components

Host Firms: The JV has identified firms in the U.S. and Europe to participate as ―Host Firms‖ for interns from Tianjin who qualify for the program. Host Firms will agree to the Internship Opportunity, but have no financial responsibility to the Intern or Sponsor Firm.

Sponsor Firms: The JV has identified organizations in the Tianjin area which would benefit from supporting the Internship Program by sponsoring a young professional or graduate student by paying the cost of participation to include fees and travel and living expenses.

Interns: The JV will work with contacts at Sponsor Firms in Tianjin to identify qualified Intern Candidates based on educational background, communication skills, leader-ship potential and commitment to the overall goals of the Sponsor Firm in the Tianjin area.

Matching: The JV will match the Intern Candidates with the overseas Host Firms and manage the relationship between the Sponsor Firm and the Host Firm, coordinating with the Intern throughout the Internship and evaluating the success for all parties.

实习计划概况

背景介绍： 天津国正投资咨询有限公司和中道资本顾问公司2009年9月11号签署的合作成立天津新金融发展有限公司的协议。在合资公司的商业计划中，合资企业将启动实习项目，通过中道资本顾问公司和天津经济技术开发区的专业网络为天津选拔的年轻专业人士或研究生，提供进入欧洲和美国公司实习的机会。

计划的目的： 未来金融企业和相关企业在天津地区的发展将在很大程度上取决于现有的专业人才和在股权投资，公司财务，专业的金融公司和相关的业务的工作机会，如总部设在天津或者靠近天津的会计事务所和律师事务所。 实习计划的目的是提供机会让年轻的专业人员和研究生，在世界各地的相关专业公司获得宝贵的经验，将专业知识带回到天津。实习人员所获得的专业技能将包括财务分析和商业估值，股权投资的文件编制，与交易的相关的法律， 会计，和管理方面的主题。 这将有助于天津的首选类型的金融企业创立良好的发展环境，并吸引其关注天津。这将鼓励股权投资企业在天津地区建立分支机构，因为天津可以为这些企业提供相应的人才。随着这些企业商业活动的增加将进一步刺激专业人才供应和需求的增加，从而吸引更多的企业来到天津地区。

项目重要组成

实习公司： 合资公司已确定了美国和欧洲的公司参与本计划，作为“实习公司”接受天津的合格实习人员。实习公司将同意提供实习机会，但对实习人员或赞助企业部承担财务责任。

赞助公司： 合资公司已确定在天津地区的一些组织，将会受益于支持实习计划，可能愿意加入该计划，赞助一个年轻的专业人员或研究生实习，为其支付相关费用，如差旅费和生活费。

实习人员： 合资公司将与天津的赞助公司接触协商，根据教育背景，沟通能力，领导潜力以及意愿为天津地区的赞助公司服务等条件确定合格的实习人员候选人。

匹配： 合资公司将匹配实习人员候选人与海外实习企业并协调赞助企业与实习公司之间的关系，协调实习人员整个实习期间的活动并评估所有各方的表现情况。

Profession Training & Development: Internship Program

Tianjin New Financial Development Company Limited PAGE 6

Summary Process

There are eight main parts to the overall process as shown below.

The JV will review the Internship program with partners and execute the program.

人才培训项目-实习计划

实习计划完整流程概述

整个实习计划共有8个主要部分组成，如下所示。

 

 

Financial Requirements

Application Fee: A non-refundable application fee of US$500 upon submission of the internship application, an amount that will be applied to the $5,000 total fee for participation in the Intern-ship Program.

Placement Fee: An additional non-refundable placement fee of US$1500 upon acceptance into the Internship Program to confirm internship arrangements, also applied to the total $5,000 total fee.

Internship Fee: The balance of US$3,000 before beginning work at the host firm.

Travel and Living Expenses: Travel and lodging, living expenses, insurance, and any salary for the Intern are the responsibility of the Sponsor Firm in Tianjin. The JV will assist Interns in coordinating living arrangements

财务要求

关于实习计划安排的活动，天津新金融发展公司将收取赞助单位共5000美元/每人的费用，这其中涉及的开支包括面试和评估实习申请人，选择适当的实习公司，以及所花费的时间与这些公司联系和沟通。

报名费： 申请费500美元， 需要在提交实习申请时支付，不退还。一旦接受实习职位，这一款项将被计入到5000美元的总费用中。

安置费用： 安置费用1500美元，需要在接受实习计划时支付，以确认实习安排，不退还。一旦接受实习职位，这一款项将被计入到5000美元的总费用中。

实习费： 余款3000美元。要在立即开始实习公司工作之前全额支付。

旅费和生活费： 旅费和住宿费，生活费，保险，以及实习人员的工资将由其在天津的赞助单位承担。中道资本将协助实习人员协调生活安排。

合资公司与实习公司确认安置实习人员

在与实习公司确认之前缴纳安置费

实习人员向合资公司提供赞助担保，签证，旅行和生活安排的证明

在实习公司开始工作之前付清余款

递交申请时缴纳申请费

 

Program Description

The Internship Program will offer young professionals from Tianjin the opportunity to gain experience by spending time at an investment banking or private equity firm in the United States, Europe, or in China.

Program Goal: The program is designed to immerse young professionals from Tianjin in the basic systems and processes of these businesses over a three month period. The goal of the internship is to provide applied experience. Upon returning to Tianjin, interns should have the skill set, practical knowledge, and confidence to become functioning members of companies engaged in investment banking and private equity investment.

Host Firms: The investment banking and private equity firms selected for the internship program will be those focused on middle market companies with revenues in the range of $50 million - $500 million in order to match up with the profile of companies in the Tianjin area.

Initially the internship program will arrange internships in investment banking firms (―host firms‖) whose primary focus is on companies with relatively mature and stable businesses. Once established, the program would expand to include private equity firms as well as firms focused on specific types of investments, such as venture capital or troubled companies.

Over time, the program can be expanded to include other intermediaries active in investments and mergers and acquisitions, such as law firms, accounting, and consulting firms, and to include firms from other parts of the world. In its third year, the internship program could be expanded to accommodate more experienced investment professionals who would be placed in comparatively more senior positions at host firms.

There will also be flexibility to provide internships at other types of Western firms such as financial public relations firms and regulatory agencies which may be a good match for young professionals from Tianjin.

Three Month Term and Possible Extension: The length of time for the internship will be three months. At the end of the three months the host organization and the intern will both provide an assessment of the internship. Depending on three factors, 1) the host organization’s evaluation of the Intern, 2) the Intern’s appraisal of their work experience, and 3) the willingness of the sponsor organization to continue financial support of the interns, the parties may decide to extend the internship for a mutually agreed upon length of time.

实习计划说明

实习计划将为天津的年轻专业人员提供在一家美国，欧洲或者中国的投资银行或私募股权投资公司工作实习的机会以积累相关经验。 计划目标：该计划旨在使天津青年专业人员在所实习公司的三个月内的充分学习相关产业的基本制度和程序。实习的目的是提供实际工作经验：回到天津后，实习人员应具备的相关技能，实用的知识以及信心成为公司一员从事投资银行和私募股权投资。 实习公司：实习计划选定的投资银行和私募股权投资公司，将是那些专注于中小企业市场的公司。中小企业的定义是指企业的收入范围为5千万—5亿美元，以符合在天津地区的相应公司标准。 实习计划的最初阶段，将安排实习人员加入投资银行公司（ “实习公司” ） ，其主要重点是公司有相对成熟和稳定的业务。如果进展顺利，该计划将扩大到包括私募股权投资公司，以及专注于特定类型的投资公司，如风险资本或陷入困境的公司。 随着时间的推移，该计划可扩大到包括活跃在投融资以及收并购的其他中介机构，如律师事务所，会计和咨询公司，并将扩展到世界其他地区。实习计划进入第三个年头可能会在双方同意的前提下予以扩大，以容纳更多有 经验的投资专业人士在实习公司从事比较高级的职位。 三个月期限届满后的可能延长：实习期限为三个月，实习3个月后，实习公司和实习人员将对实习进展进行初步评估。根据三个条件：1）实习公司对实习人员的工作评估，2)实习人员对该工作经历的评估，以及3），赞助机构继续对实习人员提供财务支持的意愿，双方本着互利的原则可协商决定延长实习期限。

 

Training Goals

The Internship Program is designed around the needs and activities of investment banking firms which generally admit less experienced people to their programs. Private equity firms generally recruit young professionals who have investment banking analyst and associate-level experience.

Internship Levels: Analyst and Associate

Internships will be offered at the Analyst level for the duration of the program. After the first two years, the Program will be expanded to include internships for professionals based on Associate positions at investment banking and private equity firms. The difference between the Analyst and Associate level internships is that the Analyst focuses on basic financial analysis, or ―System‖ defined below and the Associate has broader responsibilities and a focus on ―Process‖ which is also defined below. Please see Appendix 2 for Internship Position descriptions. Later the program will be expanded to include intermediaries, including law, accounting, and consulting firms.

Analyst Position

The Analyst program is modeled after Analyst (entry-level) programs at major investment banking firms and will focus on the following responsibilities. Please see Appendix 2 for position description for Analyst.

Key elements of “System” include:

Financial analysis, valuation methodologies, financing and LBO analysis, alternative capital structures, pricing analysis

Industry and capital markets overviews

Marketing plans and target/acquirer profiles

Management presentations, offering materials, non-disclosure agreements

Deal timetables and management systems

Basic agreements – Indication of Interest, Letter of Intent, Definitive Agreement

Basic tax, regulatory/filing, environmental and anti-trust considerations

Associate Position

After the individual has experience with the responsibilities listed above, the program will include internships for more experienced professionals that are based on Associate (or MBA-level) positions at investment banking and private equity firms. Please see Appendix 2 for position description of Associate.

Key Elements of Process Include:

Deal team organization

Marketing and process management (including: providing materials and additional information, soliciting interest, arranging visits, imposing deadlines, soliciting and reviewing offers)

Due diligence

Document drafting

Negotiation and closing

培训目标

实习计划主要是针对在投资银行公司的需求和活动设计，这类公司一般会招收相对经验不足的人。而私募股权投资公司一般招聘的年轻专业人员要求拥有投资银行分析师和投资经理一级的工作经验。 实习岗位等级：分析师和投资经理 在整个实习期间，实习人员将被安排为分析师水平的职位。两年后，该计划将提供实习人员在投资银行和私募股权公司的投资经理职位。分析师和投资经理的区别在于分析师的主要职责是基本的财务分析，或者下文提到的“系统”。而投资经理要负更广泛的责任，并把重点放在“交易过程”中，请参阅附录2的实习职位说明。未来，该计划将扩大到中介机构，包括律师事务所，会计事务所和咨询公司。 分析师职位 分析师职位是根据主要投资银行分析员（入门级）项目设计，其主要职责如下。请参阅附录2的实习职位说明。 “系统”的主要内容包括： 财务分析，估价方法，融资和杠杆收购的分析，其他资本结构，定价分析 产业和资本市场概览 营销计划和目标/收购概况 管理演示，提供材料，保密协议 交易的时间表和管理系统 基本协议-表明有兴趣，意向书，最终协议 基本税收，监管/备案，环境和反托拉斯的考虑 投资经理职位 实习人员已经获得了如上方面的相关经验后，实习计划将提供更多的实习机会给经验丰富的专业人才。这些职位将根据投资银行和私募股权投资公司的投资经理职位（或工商管理硕士）设计。请参阅附录2的职位说明。 “交易过程”主要内容包括： 组织交易团队 市场营销与过程管理（包括：提供材料和其他信息，征求合作意向，安排访问，设置期限，征集和审查投标） 尽职调查 文件起草 谈判和交割

 

Prospective Host Firms

Interns will be placed in investment banking, private equity, law and other firms that are part of MidMarket Capital Advisors’ professional network and focus on companies with revenues of $50 million to $500 million. An initial list of host firms in connection with Year 1 and Year 2 internships is listed below.

实习公司

实习人员将在投资银行，私募股权公司，律师事务所和其他中道资本顾问公司专业网络中的公司实习。在选择实习公司的过程中，中道着重选取了年营业额五千万到五亿美元的公司。

 

Intern Qualifications

Prerequisites: For the first two years of the Internship Program, candidates should be young professionals with strong track records in the financial services field or recent college graduates with a strong background of academic coursework in Accounting, Economics, Finance and Statistics. As the internship program expands to include other disciplines such as law and accounting, the requirements will change accordingly. For the first two years of the program, interns will need to meet a combination of the following criteria:

• Two (2) years experience working for financial services firm

• Strong academic background

• Fluent written and oral communication English skills

• Capable, self-motivated individuals who are comfortable functioning in a

Professional setting with significant unsupervised responsibility

• Computer skills including functional knowledge of Microsoft Outlook, Word, and Excel.

• Stated intention of working in Tianjin upon completion of the internship

Ideally, internship candidates should work in a bank, securities firm, insurance company, or asset management company, or if in a corporation, in either accounting/controller, finance, planning or capital budgeting.

Subsequently, it may be possible to adapt the internship program to incorporate more experienced professionals or individuals who have been successful in other settings. This will require longer internships and a heightened focus on Process, rather than System.

Matching Process

In order to match interns with host firms, interns must complete the Application Form in Appendix 1 and provide the following:

Young financial services professionals: Three professional references and résumé listing professional experience and academic background are required.

Graduate Student applicants: Proof of enrollment status in an accredited academic program, an academic transcript, and three letters of reference to determine eligibility for the Tianjin New Financial Development Internship Program.

Once finalists have been identified, they will be initially interviewed by phone and then on a face-to-face basis to deter-mine suitability for the program. Ultimately 40 to 50 applicants will be short-listed and from this will come the initial pool of interns for the first group of the internship program.

实习资格

先决条件：实习计划头两年，实习人员候选人应为有金融服务领域工作经验的年轻专业人才或具有扎实会计，经济，金融和统计等学术背景的应届大学毕业生。随着实习计划扩展到其他学科，如法律，会计，要求也会随之改变。实习计划最初两年，实习人员需要满足以下标准：

• 两年金融服务公司的工作经验

• 扎实的学术背景

• 良好的书面和口头英语交流技能

• 有能力，有动力在却缺少监管的环境下努力工作并且承担责任

• 计算机技能，熟练掌握微软的 Outlook， Word和Excel 的功能操作

• 实习结束后意愿在天津工作

理想情况下，实习人员候选人应在银行，证券公司，保险公司，或资产管理公司工作，或者一家公司从事会计/管理员，财务，计划或资本预算工作。 今后有可能会调整实习计划加入更多的经验丰富的专业人员或在其他领域获得成功的个人。这可能会延长实习期并在实习公司内承担更多工作责任。 匹配过程 为了与实习公司更好的匹配，实习人员必须完成副录1的申请表格和问题并提供下列资料：

年轻的金融服务专业人员：必须提供三封专业推荐信和有专业经验和学术背景的简历。

研究生申请人：提供学位证明，成绩单，以及三封推荐信，以确定申请天津新金融发展实习计划的资格。

一旦候选名单确定，候选人将首先通过电话面试，然后再进行当面面试，以确定是否适合该项目。40至50个申请者将进入最后的候选名单，成为实习计划的第一批候选人才库。

 

APPENDIX 2: INTERNSHIP POSITION DESCRIPTIONS

ANALYST: The work activities for the Internship positions are similar to training programs at investment banking and private equity firms. In general, the title Analyst is a functional term in an investment banking firm that is synonymous with an entry-level professional job, not an administrative or management level.

Analysts are immersed in fundamental financial analysis through repetition so that they become adept at certain basic functions.

See the detailed description for Analyst on page 3 of this Appendix.

ASSOCIATE: The term ―Associate‖ refers to a person who has an MBA and four to five years of work experience, often including experience as an Analyst.

Associates have managerial responsibilities and are expected to be thoroughly competent in all of the job responsibilities of an Analyst. Analysts usually work for or report to Associates.

Private Equity firms have comparatively much smaller professional staffs and do not have entry-level positions like Analyst. An Associate position in a private equity firm is often a person with two to four years of experience in an investment bank or consulting firm, or with specific industry experience.

The Internship Program is initially focused on placing Analyst level interns in investment bank-ing firms and then expanded to include Associate level internships at investment banking and private equity firms.

See the detailed description for Associate on page 5 of this Appendix.

附录2: 实习职位描述

分析师： 本实习职位的工作活动与投资银行和私募股权投资公司培训项目类似。一般情况下，分析师在投资银行公司是从事入门级的专业工作，而不是行政或管理职位。 分析师一般重复进行基本的财务分析，使他们精于某些基本专业技能。

分析师详细内容请见本附录第四页。

投资经理： “投资经理” 这一专业用语在这里是指拥有工商管理硕士学位和4至5年的工作经验的个人，往往包括有经验的分析师。 投资经理承担管理责任，并能完成分析师所有的工作任务。分析师通常为投资经理工作并向其汇报工作。 私募股权投资公司到的专业工作人员相对来说要少得多。时常他们没有入门级的职位，如分析师。私募股权公司的投资经理职位一般要求有 2至4年在投资银行或咨询公司工作经验，或特定行业从业经验。 实习计划是最初的重点是为实习人员提供在投资银行公司的分析师职位，然后扩大到投资银行和私募股权投资公司的投资经理职位。 投资经理详细内容请见本附录第六页。

 

INVESTMENT BANKING ANALYST INTERN

POSITION DESCRIPTION

Analyst Interns will have an opportunity to work closely with highly experienced teams of senior professionals in middle-market focused investment banking firms with cross-border transaction expertise. They play an important role in conducting quantitative and qualitative analyses, developing financial models, management presentations, private placements and information memoranda. Engagements include debt and equity financings, mergers and acquisitions, valuations and fairness opinions, strategy studies and restructurings, and other financial advisory services. Clients are generally companies with revenues in the $50 million to $500 million range as well as financial institutions, private equity funds, hedge funds, wealthy individuals and other institutional investors.

The position requires an individual with a background in Finance and minimally one (1) year of experience in a related field. Candidates should possess solid analytical, writing and communications skills. They should be organized and be able to handle multiple tasks simultaneously and be at ease in a time-sensitive, pressured work environment.

PRINCIPAL DUTIES & RESPONSIBILITIES

Analyst Interns participate in the firm's business development activities and lead efforts in developing industry intelligence and analyses to support the firm in the evaluation of industry trends, client company strategies, and acquisition and investment opportunities. Candidates should have solid analytical, writing and communications skills, and will be involved in all aspects of transaction execution and business development efforts.

• Prepare detailed financial analyses and overviews of transaction structures

• Perform valuations using DCF analysis, comparable companies and acquisitions analyses

• Create financial models relating to Leveraged Buy Outs, M&A and financings and customized models relating to transaction pricing, alternative capital structures, operating analyses and

• Maintain databases relating to M&A, capital financing markets and complete industry overviews and competitive analyses

• Assist in preparing management presentations, offering documents and marketing materials

 

POSITION REQUIREMENTS

This position requires a Bachelors Degree in Accounting, Economics or Finance, with competency in Statistics. The ideal candidate will have an aptitude for analysis along with:

• Solid background in financial or investment analysis

• Basic understanding of stock and financial markets

• Excellent communication and relationship building skills

• Experience with Microsoft Word, PowerPoint and Excel

• High level of initiative, teamwork, and the ability to work independently on projects in a deadline driven environment

• Fluency in English

投行分析师

职位介绍

实习分析员有机会与高级别专业人士在中型市场的投资银行业务上密切合作。他们在投资，并购交易的整个流程中的财务及管理分析，建立财务模型，公司经营说明文档，招股书的制作有着重要作用。业务包括了股权债权的融资，并购，价值评估，战略分析，财务重整及相关金融服务。客户通常为销售额五千万至五亿的企业，也包括政府金融机构，私募股权基金，对冲基金，高端个人客户等。

该职位要求至少一年金融方面的经验.申请人应在分析,协作和交流方面有着很扎实的能力.在很强的工作压力下,能够良好的分配时间,有效的管理多项工作.

主要工作内容和职责

分析员从事很多公司的业务拓展工作,在分析和研究行业动态,评估行业走势,客户战略,投资机会. 申请人应在分析,协作和交流方面有着很扎实的能力.在投资交易和商务拓展中都涉及到多项工作.

• 准备详实的交易结构分析和财务模型

• 用折现现金流方式对项目估值,分析相关企业和投资.

• 为收购,并购,融资创建财务模型,研究资本结构

• 对资本市场,行业动态进行数据库管理

• 协助制作管理层简介,招股书,市场推广文档.

职位要求

该职位要求有会计，经济或金融方面的学历在统计方面有行高的能力,并且:

• 扎实的财务分析基础

• 对股票和金融市场有一定了解

• 良好的交流能力和团队精神

• 熟练使用各种办公软件

• 高度自觉,合作意识并能很好的独立工作,有良好的时间概念

• 英语流利

 

INVESTMENT BANKING ASSOCIATE—INTERN

POSITION DESCRIPTION

Associate Interns play key managerial roles in teams of senior professionals in middle-market focused investment banking firms with cross-border transaction expertise. They oversee the processes of conducting quantitative and qualitative analyses, developing financial models, management presentations, private placements and information memoranda. Engagements include debt and equity financings, mergers and acquisitions, valuations and fairness opinions, strategy studies and restructurings, and other financial advisory services. Clients are generally companies with revenues in the $50 million to $500 million range as well as financial institutions, private equity funds, hedge funds, wealthy individuals and other institutional investors.

The position requires a seasoned individual with a strong background in Finance-related activities at a corporation, commercial or investment bank, private equity, hedge fund or venture capital firm, insurance company or other institutional investor. Candidates will be involved in transaction execution and business development efforts and should be flexible and capable of functioning in a demanding, pressured environment.

 

PRINCIPAL DUTIES & RESPONSIBILITIES

The Associate Intern position requires a highly motivated, innovative individual seeking to play a primary role in deal origination and execution. The individual should have strong competency in all of the financial analysis and research aspects of the Analyst Intern position and have an aptitude for management. Responsibilities include:

• Overseeing sell-side investment banking assignments – write memoranda, build financial models, identify potential buyers, manage the M&A and due diligence process for clients, handle negotiations, and drive successful deals

• Overseeing buy-side investment banking assignments – identify acquisition candidates that fit the buyers' strategy, qualify potential targets, build financial models, manage the M&A and due diligence process, handle negotiations, and drive successful deals

• Preparing strategy consulting assignments – execute engagements such as market attractiveness assessments, new business launches, and other strategy consulting projects

• Overseeing Financing assignments – build financial models, design financial structures and securities, identify financing sources, manage the due diligence process, handle negotiations, and drive successful deals

POSITION REQUIREMENTS

Associate Interns work closely with senior professionals and actively manage engagements. They are responsible for the preparation of analyses and materials and maintain day-to-day control of engagements.

This position requires an MBA Degree in Accounting or Economics or Finance. The ideal candidate will have at completed an Analyst program, have an understanding of financial, stock and deal markets and a minimum of five (5) years of experience along with:

• Solid background in financial or investment analysis

• Comfort with systems and models and competency in Microsoft Word, Power Point and Excel

• Excellent communication and relationship building skills; fluency in English

• Strong understanding of the practical aspects of business and finance

 投行投资经理

职位介绍

投资经理在中型市场的投资银行业务领域有着重要的管理任务。他们负责投资，并购交易的整个流程，包括了财务及管理分析，建立财务模型，公司经营说明文档，招股书的制作。业务包括了股权债权的融资，并购，价值评估，战略分析，财务重整及相关金融服务。客户通常为销售额五千万至五亿的企业，也包括政府金融机构，私募股权基金，对冲基金，高端个人客户等。

该职位要求有金融工作背景包括，在商业银行，投资银行，私募股权投资，对冲基金，保险公司或机构投资领域。 申请人将从事交易执行，业务拓展，并能在高强度工作压力下工作。

主要工作内容和职责

投资经理职位要求高度自觉，创新意识，能在交易执行中扮演这项目主导的工作。经理应具备所有财务分析及市场调研的能力，并且更具领导及管理能力。主要工作内容包括：

• 主导卖方投行业务-撰写招股说明书，建立财务模型，确认潜在投资机构，监督交易流程及尽职调查，代表客户谈判。

• 主导买方投行业务-分析客户需求，确认投资对象，建立财务模型，监督交易流程及尽职调查，代表客户谈判。

• 提供战略管理咨询，并从事执行工作。

• 从事财务工作，包括建立财务模型，设计财务结构，分析财务需求及融资渠道。

职位要求

经理职位和高层管理人员密切合作，操作各项业务的具体执行。

该职位要求有会计，经济或金融方面的MBA学历。理想的招聘对象应完成了分析员职位对金融，股票，投资及并购交易有着良好的理解，及5年以上的工作经验:

• 扎实的财务分析基础

• 熟练使用各种办公软件

• 英语流利，良好的交流能力

• 对企业运营及财务管理有着良好的理解

 

PRIVATE EQUITY FUND ASSOCIATE INTERN

POSITION DESCRIPTION

Associate Interns work closely with senior professionals in private equity firms focused on cross-border investing in companies with revenues of $25 million to $250 million in a range of industries. The position will provide extensive exposure to the basic skills and networks of the private equity industry. Its primary focus is supporting the firm's core investment activities in connection and entails evaluating new investment opportunities, monitoring the performance of existing portfolio companies and participating in the process of selling these investments after the investment period. Interns will report directly to the Partners of the firm and work alongside the firm's other Associates, portfolio company senior executives and various legal, accounting, consulting and operational advisors to the firm.

The right person for this position will thrive on identifying value creation opportunities and working closely with cross functional teams to fully capture and implement these opportunities.

PRINCIPAL DUTIES & RESPONSIBILITIES

The candidate will be responsible for a variety of transaction and investment related activities, including:

• Screening and evaluating new investments

• Conducting investment due diligence and assisting in negotiations

• Arranging financing

• monitoring portfolio company performance

• working closely with portfolio companies on operational and strategic issues

• completing consultative projects for existing portfolio companies

• undertaking research into new investment areas

POSITION REQUIREMENTS

The investment team will likely be comprised of professionals that have had success in operating, entrepreneurial, technical, and investment roles. The Associate will be working in an entrepreneurial environment and will be working directly with the senior professionals in the firm and portfolio company senior executives. The position will entail considerable modeling so consulting candidates need to demonstrate a strong ability in this area. Excellent analytical, communication and interpersonal skills and a high level of maturity are required.

• Three to four years of investment banking, consulting or related experience; prior transactional or private equity experience is a plus

• MBA preferred but not required

• Superior academic credentials

• Demonstrated analytical, research, financial, and communication skills

• Proficiency in computer applications including Excel, Word, and PowerPoint; other technology expertise is of value.

• Fluency in English; excellent written and oral communications skills

私募股权投资基金投资经理

职位介绍

实习投资经理与私募股权基金公司的高级管理人员密切合作，致力于投资各地区各行业，营业额两千五百万到两亿五千万美元的企业。通过该职位将会有机会了解从事私募股权所需要的基本技能和关系网络。该职位主要内容是协助公司核心投资活动包括：评估前在投资项目，监督已投资项目，在投资期满后协助投资的退出工作。该职位直接向公司合伙人报告，并与其他投资经理，投资企业高管，公司律师和会计师合作。

合适的人员需要在鉴别投资机会与各方团结协作方面有着较高的能力。

主要工作内容和职责

该职位包括涉及到交易和投资的一系列活动, 包括:

• 搜索及评估新的投资项目

• 投资的尽职调查及协助谈判

• 提供融资

• 监督已投资项目表现

• 与已投资企业高管密切合作，尤其在战略和财务方面

• 为已经退出投资的企业提供管理咨询建议

• 研究新的投资热点

职位要求

该职位更偏向于运营，创业，技术以及金融方面的专业人才. 投资经理将会在富有创业精神的氛围下工，申请人需要有良好的建模能力。优秀的分析，交流，网络拓展等能力。

• 三至四年投行，管理咨询等相关经历。有相关私募投资经验优先

• MBA 学历优先但不是必须

• 学业优秀

• 优秀的分析，研究，财务及交流能力

• 熟练的电脑操作能力

• 熟练的英语能力，包括良好的表达及书写能力