Confidential Jobs · 1 day ago
Associate/Senior Associate of Private Investments
United States
Full-time
Remote
Mid, Senior Level
2+ years expConfidential Jobs is a single-family office that provides private wealth management and financial services. They are seeking a highly skilled professional to support the execution and management of private investment strategies, focusing on leveraged buyouts and minority equity investments, while managing a group of analysts.
Computer Software
Responsibilities
Opportunity Sourcing
Build and maintain relationships with investment bankers, brokers, sponsors, lenders, and other intermediaries
Support the firm’s origination efforts by identifying attractive subsectors, mapping market participants, and screening inbound deal flow
Participate in industry conferences and other networking events that match the FO’s investment thesis
Conduct detailed financial modeling, valuation analyses (LBO models, comparable company analysis, precedent transactions analysis), and sensitivity scenarios
Lead due diligence work streams, including industry research, market sizing, competitive analysis, customer interviews, and coordination with third-party advisors
Prepare investment committee materials, internal memos, and presentation decks
Assist in negotiation of term sheets, transaction documents, and closing processes
Collaborate with portfolio company management teams on strategic initiatives, including organic growth plans, add-on acquisitions, and operational improvements
Monitor and report on portfolio company performance; track KPIs and assist in board-level reporting
Support exit planning and execution, including preparation of exit materials and engagement with bankers
Prepare materials for the regular Investment Committee meetings
Present performance updates, proposed strategies, and company performance
Maintain and update capitalization tables, investment return metrics, and valuations
Qualification
Required
Bachelor's degree in finance, economics, business, or a related field
2–6 years of experience in Investment Banking, Private Equity, or Direct Investing
Strong understanding of financial statements, capital structures, and M&A processes
Strong analytical and quantitative skills, with the ability to perform in-depth financial analysis, modeling, and due diligence
Excellent communication and interpersonal skills, with the ability to build and maintain relationships with external partners
Ability to work independently and collaboratively in a dynamic and fast-paced environment
Preferred
An advanced degree (MBA or MSF) is a plus
Experience in training and supervising analysts and staff, preferred
Company
Confidential Jobs
Confidential Jobs is operated by ExecThread, Inc. (https://execthread.com).
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Amy Nelson
Managing Partner
Brandon Nolan
Chief Information Security Officer
Company data provided by crunchbase