PE Primer FDD Trainer – Full Time
Private Equity Primer (“PE Primer”) is looking for a full-time Financial Due Diligence (“FDD”) Trainer to join its professional education and training business. PE Primer provides professional skill development, continuing education, and best-in-class training for mergers and acquisitions (“M&A”) professionals. Common training clients include financial due diligence (“FDD”) or transaction advisory services (“TAS”) teams within accounting firms, investment banks, private equity firms, leveraged lenders, M&A attorneys, and corporate development teams. Trainings are delivered in person (often at the client site) or virtually and can range from half a day to multiple weeks. The opportunity is a great fit for those with an M&A / transaction services background who like to drop some knowledge, have a passion for teaching others, find it rewarding when learners have those “ah ha” moments, and are able to deconstruct and explain concepts in digestible chunks.
This role is for a full-time training position. This role entails learning existing course materials and mastering how it needs to be delivered, leading client trainings (some delivered as a team, others delivered solo), improving upon existing course materials, and expanding / developing new course material. As many trainings are delivered on-site at client’s offices, travel is part of this role. This is a remote position (with travel), so candidates can reside in a variety of geographies.
Experience & Skills (What You Bring to the Table):
- A minimum of 7+ years of total work experience with at least 4+ years’ experience in Financial Due Diligence (“FDD”) specifically doing Quality of Earnings (“QofE”) work, preferably with experience working at a Big 4 Accounting or comparable firm
- No prior training or teaching experience needed, however considered a plus
- Comfortable speaking / presenting in front of small and large groups
- Strong presentation skills and presence, including ability to read a room and adapt style and pacing to keep audience engaged
- Advanced Excel skills, including use of best practices; experience with PowerBI or other data analysis and/or visualization programs is preferred but not mandatory
- Analytically and quantitatively inclined, including having the ability to analyze large data sets and sanity check analyses
- Deep knowledge of business models and competitive forces
- Strong business acumen; strong logic and reasoning skills
- Ability to think about a problem, industry, or company at both the macro-level and the micro-level; ability to think strategically and tactically
- Ability to communicate effectively (in writing, via phone, and in person) with a wide variety of individuals and backgrounds; ability to geek out on technical topics but still be able to ‘dumb down’ the information to make it intuitive and accessible to people first learning the topics
- Cares more about truly understanding the ‘so what’ of how things work than the associated jargon
- Pays close attention to detail
- Strong business writing and editing skills
- Takes ownership of assignments big and small
- Takes pride in work, constantly looks to improve their craft, and absorbs feedback
- Curious by nature; lifelong learner
Responsibilities (What You Will Be Doing):
- Lead client trainings (in-person—travel required and virtually), sometimes solo and other times as part of a small team
- Assist and at times take the lead on refining existing curriculum; must be able to think like a novice learner on a variety of topics
- Assist and at times take the lead on developing new curriculum
- Work with instructional designer teammates on adapting or developing curriculum to be delivered via different mediums (e.g., virtual on-demand, hybrid, etc.)
- And more
How to Apply (Instructions on How to Impress):
Email us your resume and cover letter to careers@pe-primer.com. Cover letters should be their own separate document from the resume. The cover letter should highlight who you are, why you are interested in working at PE Primer, and what makes you uniquely qualified. In the body of the email, please answer one odd and one even question from the list below with extreme brevity.
- If you were given seven minutes to teach me something, what would it be?
- What is the best piece of career advice you try to live by and why?
- What is at the top of your learner’s bucket list and why?
- Watch the links below. Pick one that resonates with you and share how you can relate to it. If none of these speak to you, pick one of your own and share the link and why it speaks to you and how you can relate.
