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Caprae Capital Partners - Undergrad Private Equity Internship Job Description (15 hours/week)

Caprae Capital Partners s is a private equity fund led by the principal Kevin Hong who has been a serial tech entrepreneur, and who grew two startups to $31M ARR and $7M in revenue. The fund originated with two additional tech entrepreneur friends of Kevin who have had ~8 figure and ~9 figure exits to Twitter and Square, respectively. The fund is now looking for additional opportunities that would be a good fit.

If you have a passion for finance, particularly private equity, as well as ESG and happen to be a mission-driven person, this is a great fit for you. Additionally, given the recent expansion of this particular firm, you will have the opportunity to work from the ground level and take on a leadership role for the internship program which would result in a paid role. Lastly, this is also a great role for those who are looking into strategy and consulting roles in the future as it will give you the exposure and experience necessary to develop strong business acumen.

The Role

Description of the Work - UNPAID UNTIL GIVEN OPPORTUNITY

• Contribute ideas regarding industries in which to look for target companies - based on fund’s search criteria
• Research industries to assess attractiveness (growth, profitability, trends, fragmentation, investment thesis)
• Contact companies to set up phone meetings
• Work closely with the executive team, and product/project management team to help bring on vendor partners and integrate their services into our software
• List and evaluate potential M&A opportunities in select markets
• Those who make it to a paid intern have an opportunity of getting a FT
• After just 1 month of proven work, you will be eligible to become a paid intern. After 3 months of good work, you will be eligible to become a leader intern which will 2-3X your stipend.

Ideal Profile

Ideal Candidate

• Must be an undergraduate student with a career interest in Finance, Private Equity, Banking, Corporate Strategy, or Market Research
• Strong research and analysis skills
• Intellectually mature, able to understand screening criteria, then make subjective judgments to recommend target companies. Able to deliver accurate work, per committed dates, to a senior executive.
• Ability to talk to company owners credibly
• Strong social skills and willingness to travel if needed and/or qualifications are met
• Additional language skills are a huge plus

What's on Offer?

• Work alongside & learn from best in class talent
• Leadership Role
• Fantastic work culture

Who is Private Client Resources (PCR)?

PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient and scalable technology platform to consolidate and globally share data from thousands of banks, custodians and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families and wealth-tech firms.

What is the Statement Automation Tech Role?

A critical element of our service is converting content reported in unstructured investment statements from private asset managers into normalized digital position and transaction data. PCR has developed sophisticated digital technologies that integrate Robotic Process Automation (RPA), Optical Character Recognition (OCR) and workflow technologies to achieve this objective. As a Statement Automations Tech, you will configure these technologies to optimize our straight through processing. You will work as part of a global team collaborating with the world’s most important private banks, advisors and wealthy families.

What will my mission statement be?

Deliver the highest level of straight through processing with minimum human intervention .

What tools and processes will I have to accomplish my mission?

• Document Extraction and Optical Character Recognition (OCR) technologies
• Robotic Process Automation (RPA) technologies
• Proprietary workflow and Dashboarding tools
• Telemetry and log analysis tools

What would my day look like?

• 10% planning and strategizing your day plan using our reporting tools
• 50% developing new automation formats
• 20% remediating breaks in existing automation formats
• 10% service ticket review, analysis, and response
• 10% interactions with your team members for learning and improvement.

What is the nature of the team I will work with?

You will work on our Alternative Operations Team. It's a growing team of 17 members.

What would be my specific responsibilities?

• Master the configuration of our RPA and OCR technologies
• Monitor workflow systems for ingestion failures and remediate issues promptly
• Manage a book for work to configure new relationships and related integrations
• Partner with our automation team in the development of new technologies
• Be accountable to our service levels for the accurate and timely process of information
• Review and verify accuracy of data
• Manage and prioritize responsibilities
• Assist team members with daily workload and projects
• Handle heavy data entry in an efficient and accurate manner, develop control checks to mitigate risk and escalate wherever necessary

What are the skills I must demonstrate to be successful?

• Comfort working in high-volume and metric-driven environments
• Curious self-starter with a drive to automate manual processes
• Curious and easily adaptable to new processes and tools
• Attention to detail and the delivery of reliable solutions
• A team player that always supports their team members to achieve the team goals

What experience will set me apart for this role?

• 6-7 years' experience in alterative investment operations sector.
• MBA in finance preferable.
• Proficiency with our tooling (uiPath, Xceptor, JIRA)
• Relevant experience in Private Equity, Hedge Fund sector.
• Strong communication and Managerial Experience in handling a team.
• Experience developing operations measurement tools and processes

What opportunities for advancement do I have?

The technical and process skills you master as a Statement Automation Tech are valued across the organization. On the technical track our Automation Team is focused on introducing new technologies and processes. In operations, there are many client facing roles and supervisory opportunities.

Am I required to work in the office?

Yes you will work from office from Mon-Friday shift timing 12.00 pm-9.00 pm

Why to choose to join PCR?

While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and foster a culture of listening and inclusion.

PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work.

PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind:

All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social or ethnic origin, sex, age, physical, mental or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.

Who is Private Client Resources (PCR)?

PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient and scalable technology platform to consolidate and globally share data from thousands of banks, custodians and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families and wealth-tech firms.

What is the Statement Automation Tech Role?

A critical element of our service is converting content reported in unstructured investment statements from private asset managers into normalized digital position and transaction data. PCR has developed sophisticated digital technologies that integrate Robotic Process Automation (RPA), Optical Character Recognition (OCR) and workflow technologies to achieve this objective. As a Statement Automations Tech, you will configure these technologies to optimize our straight through processing. You will work as part of a global team collaborating with the world’s most important private banks, advisors and wealthy families.

What will my mission statement be?

Deliver the highest level of straight through processing with minimum human intervention.

What tools and processes will I have to accomplish my mission?

• Document Extraction and Optical Character Recognition (OCR) technologies
• Robotic Process Automation (RPA) technologies
• Proprietary workflow and Dashboarding tools
• Telemetry and log analysis tools

What would my day look like?

• 10% planning and strategizing your day plan using our reporting tools
• 50% developing new automation formats
• 20% remediating breaks in existing automation formats
• 10% service ticket review, analysis, and response
• 10% interactions with your team members for learning and improvement.

What is the nature of the team I will work with?

You will work on our Alternative Operations Team. It's a growing team of 17 members.

What would be my specific responsibilities?

• Master the configuration of our RPA and OCR technologies
• Monitor workflow systems for ingestion failures and remediate issues promptly
• Manage a book for work to configure new relationships and related integrations
• Partner with our automation team in the development of new technologies
• Be accountable to our service levels for the accurate and timely process of information
• Review and verify accuracy of data
• Manage and prioritize responsibilities
• Assist team members with daily workload and projects
• Handle heavy data entry in an efficient and accurate manner, develop control checks to mitigate risk and escalate wherever necessary

What are the skills I must demonstrate to be successful?

• Comfort working in high-volume and metric-driven environments
• Curious self-starter with a drive to automate manual processes
• Curious and easily adaptable to new processes and tools
• Attention to detail and the delivery of reliable solutions
• A team player that always supports their team members to achieve the team goals

What experience will set me apart for this role?

• 6-7 years' experience in alterative investment operations sector.
• MBA in finance preferable.
• Proficiency with our tooling (uiPath, Xceptor, JIRA)
• Relevant experience in Private Equity, Hedge Fund sector.
• Strong communication and Managerial Experience in handling a team.
• Experience developing operations measurement tools and processes

What opportunities for advancement do I have?

The technical and process skills you master as a Statement Automation Tech are valued across the organization. On the technical track our Automation Team is focused on introducing new technologies and processes. In operations, there are many client facing roles and supervisory opportunities.

Am I required to work in the office?

Yes you will work from office from Mon-Friday shift timing 12.00 pm-9.00 pm

Why to choose to join PCR?

While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and foster a culture of listening and inclusion.

PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work.

PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind:

All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social or ethnic origin, sex, age, physical, mental or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.

Why We Stand Out

Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you!

As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being. Our values are translated into action every day."

Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.

The Firm is ranked 49 among the top 100 firms in the US by Inside Public Accounting 2023. Internationally, the Firm has offices in Bangalore and Haryana in India and the Ivory Coast in Africa.

Kaufman Rossin Professional Services Private Limited’s (the “Company”) offices are located in the World Trade Center (WTC) in Bangalore, Karnataka, India, and at the Unitech Cyber Park in Gurgaon, Haryana, India.

While the Bangalore office provides a range of services, including risk management, corporate governance, tax, assurance, and family office services, out of the Gurgaon office, we render highly specialized back office alternative investment services for global hedge funds and related fund types.

Requirements

Think you have what it takes?

We are looking for a detail-oriented and proactive Private Equity Tax Staff to join our team, specializing in U.S. tax compliance for private equity funds. This role involves working on U.S. tax return preparation and reporting for private equity structures, with a specific focus on CCH Axcess and GoSystems tax software

How You’ll Contribute:

• U.S. Tax Compliance Preparation: Assist in the preparation and filing of U.S. federal and state tax returns for private equity funds, including partnership returns (Form 1065), investor K-1s, and K-2/K-3 Forms.
• Utilize CCH Axcess & GoSystems: Leverage CCH Axcess and GoSystems tax software to streamline tax return preparation, ensuring data accuracy, correct tax calculations, and adherence to filing deadlines.
• Collaboration and Teamwork: Work closely with team members to maintain smooth workflow, facilitate effective communication, and ensure the accurate and timely completion of tasks.
• Excel Skills and Data Management: Utilize Microsoft Excel for data analysis. A strong understanding of Excel functions (such as VLOOKUP, Pivot Tables, and formulas) is essential for efficient and effective task execution.

What Skills You’ll Bring:

• 1-3 years of recent experience with Private Equity partnership clients
• B. Com or Equivalent
• Public Accounting experience requi
• Strong team player and a commitment to high-quality, detailed work
• Strong computer skill

How You'll Stand Out

• Self-starter with the ability to deal with multiple priorities.
• Attention to detail and strong communication skills

Benefits

• Work-Life Balance
• People First Company
• Hybrid work policy
• Working directly with peers in the US

We embrace authenticity.  Kaufman Rossin is an equal-opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion,  physical ability, sexual orientation, and gender identity.  Differences make unique varieties.