The Deep Dive:
What Does a Private Equity Professional Do?

  • Author:
    Geoff Robinson
  • Level:
    Early Careers
  • Study time:
    20 minutes
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Course overview
This procast explores the full scope of private equity, including deal sourcing, due diligence, financial modelling, value creation, and exit strategies. It breaks down how firms operate, how investments are evaluated, and how professionals drive returns across the investment lifecycle in real-world scenarios.

What's included?

  • 1 podcast
  • Understand how private equity really works from sourcing deals to delivering returns.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Ideal for aspiring private equity analysts, finance students, consultants, and early-career professionals seeking to understand PE roles. It also suits those transitioning from investment banking or corporate finance who want clarity on responsibilities, workflows, and the skills required to succeed in private equity.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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