Lily Insley - PE Analyst - Capitol Meridian Partners

🍒 Note from Ellie: I was thrilled by Lily's enthusiasm in helping me as a recent Denison '23 graduate! She walked me through the recruitment process and timeline from her senior year, which I found incredibly helpful! I was particularly focused on hearing about her first job in the Private Fund Group, more so than her current role in PE here.

• Skills in Private Fund Group

  • Financial modeling.

  • Underwriting sources of funding.

  • Market research and analysis using Pitchbook.

  • Experience working on CRM such as GeoCloud and HubSpot.

• Why Private Fund Group?

  • Comparable salary to IB.

  • Better work-life balance.

  • High in-demand: Private equity firms and general partners (GPs) raise funds from pensions, endowments, family offices, etc., to invest.

• Application Advice

  • Keep options open to various sectors within the financial industry.

  • Networking is the biggest asset in the job search.

  • Utilize Linkedin to find potential contacts.

  • Proactive outreach: send texts/ emails to people working at the firm to ask for their experiences, reach out to HR/ hiring managers to ask for a chance of consideration.

  • Always ask for more connections at the end of the networking call.

Linkedin

Capitol Meridian Partners