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Brighton Jones · 5 months ago

Private Equity Associate

Seattle, WA

Full-time

Onsite

Mid Level

$100K/yr - $130K/yr

3+ years exp

Brighton Jones is a purpose-driven, client-focused team dedicated to helping individuals live richer lives. They are seeking an experienced Private Equity Associate to focus on investments in private companies, supporting the team in sourcing investment opportunities, conducting due diligence, and managing industry partnerships.

Financial Services

Growth Opportunities

Responsibilities

Source, track, and manage deal flow

Coordinate and lead meetings

Conduct due diligence and evaluate potential investment opportunities

Perform and present market analyses

Actively support portfolio investments with initiatives such as financial modeling, recruiting, and networking with clients

Develop and manage a robust network of industry relationships

Upload, update, and manage information in the CRM system

Create memos for the Investment Committee to facilitate discussion and investment decisions

Create materials for the investor group, including portfolio updates, investment memos, pipeline updates, event-driven notifications, quarterly reporting, etc

Coordinate with Operations Team regarding capital tracking, wires, investor account statements, legal entity formation, capital call and distributions, document management, tax reporting, etc

Field in-bound requests from Advisors and deliver value-add observations and recommendations specific to client situations

Provide quantitative and qualitative insight for Brighton Jones clients including review pitch decks, evaluate term sheets, and analyze financial models

Collaborate on creation of educational and marketing content such as webinars, articles, and white papers

Support Brighton Jones’ business development and prospecting efforts with private investment subject matter expertise

Train and mentor PCFO client service team members

Qualification

Private equityVenture capitalInvestment bankingFinancial modelingMarket analysisCRM managementSeries 65 licenseCFA CharterAnalytical skillsMicrosoft Office SuiteCommunication skillsPresentation skillsOrganizational skills

Required

3-5 years of experience in venture capital, private equity, investment banking, or management consulting

Comfortable discussing and translating analytical concepts in a live, client-facing environment

Outstanding communication skills as well as strong analytical and presentation abilities

Organized and detailed as required to handle multiple client relationships with contending priorities and coordinate team member resources most effectively

Undergraduate degree required

Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job