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Granite Partners · 14 hours ago

Senior Investment Associate

St Louis Park, MN

Full-time

Onsite

Senior Level

$150K/yr - $180K/yr

5+ years exp

Granite Partners is a company focused on growing companies to create value for all stakeholders. The Senior Investment Associate will identify and cultivate investment opportunities, manage the full lifecycle of transactions, and support post-deal integration and value creation efforts.

Financial Services

Hiring Manager

Meg Hickey McGuire

Responsibilities

Identify and cultivate new platform and add-on investment opportunities

Research, analyze, and assess each opportunity with a disciplined and analytical approach grounded in prudence and a long-term ownership lens

Model, illustrate, and clearly communicate economic and stakeholder legacy considerations for entrepreneurs

Bring proven experience managing the full lifecycle of transactions by leading all aspects of diligence, documentation, and transaction process from origination through closing

Maintain and update the investment pipeline, create project work plans, manage documents and data rooms, coordinate meetings, spread financials, and prepare deliverables

Confidently navigate deal processes and relationships while balancing financial, legal, and strategic considerations

Project manage and support post-deal integration, monitoring progress and creating and executing a value creation playbook

Support and collaborate with Granite Company leaders through Affinities to share best practices and resources

Generate insights through data

Develop key insights using tools such as ChatGPT, Excel, Domo, NetSuite SuiteAnalytics, and Anaplan

Extract, transform, and analyze data toward chart creation, metric visualization, KPI reporting, dashboarding, forecasting, and valuation

Systematize and strengthen firm and Granite Company processes and value creation metrics

Deploy resourcefulness, intellectual curiosity, and strategic thinking to uncover and synthesize insightful research to innovate, solve business challenges, inform market and competitive intelligence, grow stakeholder value, and enhance world-class wellbeing

Scope and manage research with generative AI

Screen and lead primary research calls with industry and subject-matter experts

Field, delegate, and manage research requests

Articulate effective, efficient, and compelling stories, Granite metrics, and new investments through written narrative and data visualization in various stakeholder channels

Create visually stimulating PowerPoint presentations to communicate strategic initiatives, summarize value creation opportunities, capture growth, and mitigate risk

Contribute content to the annual report, meeting materials, and other events and documents as needed

Bring your individual passions and expertise to our Strategic Activities and Affinities

Serve as utility player horizontally (across all strategic activities) and vertically (from admin to analyst to associate to VP) – your duties will run the gamut

Support Investment Director and COO tasks across Finance, Governance, Recruiting, Strategy, Community, and Member Activities

Mentor and guide interns and future team members on professional development and technical skills

Serve as a Board Administrator for one of the Granite Companies and attend operating company board meetings

Advance mission, vision, values, and objective

Qualification

Financial modelingInvestment analysisProject managementData visualizationAI applicationsCommunication skillsProactiveExcel proficiencyPowerPoint proficiencyServant leadershipCritical thinkingInterpersonal skillsDetail-orientedResults-drivenProblem-solving

Required

5-7+ years of experience in investing, consulting, investment banking, corporate development and/or related fields

Bachelor's degree with outstanding academic record

MBA and certifications (CFA, CFP, CPA, CMA, CAIA) valued

Strong financial, analytical, and modeling capabilities

Self-starter, proactive, problem-solver and critical thinker who is detail-oriented and results-driven

Strong interpersonal and communication skills

Experienced project manager

Excel and PPT guru

Passion for using AI, cloud-based software applications and IT systems

Experience in structuring, diligencing, documenting, and financing investment transactions, ensuring both rigor and creativity in execution, in partnership with advisors and counterparties

Have cultural and purpose-driven alignment with the Granite mission of growing stakeholder value, the Granite vision of enabling world-class wellbeing, and the Granite objective of 100-year sustainability

Be enthusiastic for five holistic dimensions of wellbeing: purpose, social, financial, physical, and community

Thrive on a small, agile, and entrepreneurial team working across a wide range of responsibilities and multiple assignments simultaneously

A servant leader who rolls up sleeves to help wherever needed and anticipates teammates' needs

Zeal for broad learning and continuous improvement

Gritty and resilient

Humble

Residency in or near the greater Twin Cities or St. Cloud, Minnesota, region