Private Equity Analyst (6252U), Research Immediate Office - 63556
University of California, Berkeley
Location: Berkeley, California
Internal Number: 4991103
Private Equity Analyst (6252U), Research Immediate Office - 63556
At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.
The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.
We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles, our Principles of Community, and our Strategic Plan.
At UC Berkeley, we believe that learning is a fundamental part of working, and our goal is for everyone on the Berkeley campus to feel supported and equipped to realize their full potential. We actively support this by providing all of our staff employees with at least 80 hours (10 days) of paid time per year to engage in professional development activities. To find out more about how you can grow your career at UC Berkeley, visit grow.berkeley.edu.
The Equity Solutions Group is the latest addition to UC Berkeley's ecosystem for Innovation & Entrepreneurship (I&E). Under the leadership of Director Omar Qarshi, and including Carol Mimura and Richard Lyons, the Equity Solutions Group manages UC Berkeley's company stock holdings, primarily those obtained from IP licenses and access to campus facilities and services, and other commercial arrangements. The group seeks to diversify the types of transactions that result in company stock ownership, and maintain the quantity of shares owned in support of the university's mission. The team collaborates with stakeholders across the start-up equity lifecycle, from company formation, capital raises, and corporate actions to liquidity/exit events. Our partners include UC Berkeley's Office of Intellectual Property and Industry Research Alliances, incubators, accelerators, hubs, and affiliated venture capital funds (e.g. the nine existing 'shared-carry funds'), and also the Office of the Chief Investment Officer and the Knowledge Transfer Office at UC's Office of the President.
Application Review Date
The First Review Date for this job is: February 16, 2024
Works with campus teams to prepare financial equity deal documents pertaining to the various stages of the equity lifecycle (e.g. sourcing, inception, monitoring, liquidation, waivers, assignments, SAFEs, SIAs).
Responsible for team's equity database maintenance, portfolio updates (e.g. valuations, corporate actions, news) and collaborations with UC teams (e.g. UC legal, accounting, IPIRA, CITRIS, BAIR, etc.) related to the equity lifecycle action items.
Solicits feedback from campus partners and startups regarding agreements and relationships.
Resolves issues when possible and escalates as appropriate.
Provides top customer service for all assigned partners.
Champions the Equity Solutions Group as an asset to the UC Berkeley startup ecosystem.
Works with the Director of the Equity Solutions Group to monitor the portfolio at regular intervals while updating information, ownership percentages, capitalization tables, 409a valuations, and press releases about company or industry.
Assists with implementing solutions to identified gaps in equity management programs and services.
Voices ideas and participates with subject matter expertise that may better satisfy partner needs.
Implements program improvements and updates to maintain service consistency.
Monitors compliance with internal and external investment guidelines and policies.
Assists with the drafting of investment policy documents, presentations, memorandums.
Analyzes affiliated VC fund managers' financial policies, statements, and trends while nurturing the campus-VC relationships.
Knowledge of financial services industry, private equity ecosystem (e.g. startup formations, due diligence, deal documents, etc.), non-profit entities and educational institutions (e.g. Universities, 501c3 entities).
Comfortable with unstructured work environments.
Solid communication skills including verbal, written, and active listening. Natural political acumen and social perceptiveness.
High degree of patience and assertiveness (e.g. high degree of emotional intelligence).
Demonstrated interpersonal skills.
Ability to develop working relationships within department, among campus research staff and industry partners.
Demonstrated customer service orientation.
Proven organizational skills and the ability to effectively manage time and prioritize tasks.
Ability to take initiative.
Ability to perform all commonly applicable functions in word processing and spreadsheet software.
Ability to use software applications specific to industry alliance.
Ability to break down moderately-complex concepts and communicate them in an understandable way.
Bachelor's degree in related area and / or equivalent experience / training.
Progress toward a CFA Charter or similar.
Salary & Benefits
For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.
Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, analysis of internal equity, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
The budgeted salary or hourly range that the University reasonably expects to pay for this position is $33.52 - $59.39.
This is a 100%, full-time (40 hours per week), career position that is eligible for full UC benefits.
This position is non-exempt and paid bi-weekly.
This is a hybrid position, eligible for up to 50% remote capability.
How to Apply
To apply, please submit your resume and cover letter.
Conviction History Background
This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.
This position has been identified as a Mandated Reporter required to report the observed or suspected abuse or neglect of children, dependent adults, or elders to designated law enforcement or social service agencies. We reserve the right to make employment contingent upon completion of signed statements acknowledging the responsibilities of a Mandated Reporter.
Equal Employment Opportunity
The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant, please see the U.S. Equal Employment Opportunity Commission poster.
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.