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Cedar Pine · 2 days ago

Investment Associate

Chicago, IL

Full-time

Hybrid

Entry, Mid Level

$150K/yr - $175K/yr

2+ years exp

Cedar Pine is a private investment firm specializing in strategic, long-term assets. They are seeking an Investment Associate to conduct diligence, analyze companies and industries, and create presentations to share key insights with the investment team.

Asset ManagementFinanceFinancial Services

No H1B

Responsibilities

Reports to the Vice President of Investments on the Investment Team and is responsible for assisting the VP in all aspects of direct investments, including company & market analyses and industry research

Perform in-depth due diligence and prepare formal investment memos for the family

Contribute to the investment process during all stages of the deal life cycle, including sector research, introductory meetings, due diligence, financial modeling, management and banker calls, presentations to the investment committee, deal execution, and ongoing portfolio monitoring

Utilize financial analyses to create alternate projections to objectively demonstrate downside protection and support conclusions for integration within investment presentations

Lead financial modeling exercises, including integrated three-financial statement models, discounted cash flows, comparable company analysis, precedent transaction analysis, investment returns analysis, and entity distribution waterfalls

Analyze and research market sectors for theme exploration, thesis development and deal due diligence

Effectively communicate findings, questions, and ideas among the investment team internally, on due diligence calls, and with the broader investment committee

Track deal process stages and monitor the existing pipeline of new opportunities

Outreach to targeted businesses and management teams that may be potential investments for Cedar Pine

Balance the investment objectives of the platform with external parties’ goals to reach attractive compromises while always protecting the family’s best interests

Qualification

Financial modelingInvestment analysisDue diligenceInvestment databasesEquity analysisAttention to detailCritical thinkingCommunication skillsTeam collaboration

Required

Bachelor's degree from a leading four-year educational institution

2-4 years of industry experience spanning investment banking or other equity analysis roles and investing at a buy-side institution, e.g., a private equity firm or family office

Driven to perform rigorous research with top-tier financial modeling skills, and ability to analyze potential transactions with an open mind and free of selection bias

Exceptional attention to detail with the ability to perform multiple tasks in a fast-paced, entrepreneurial environment

Experience with the complete transaction process and successful deal closing(s)

Self-motivated, critical thinker with an intellectual curiosity that will pair with and contribute to a strong team

Innate desire to dig deep for information, immerse oneself in research to arrive at a well-informed conclusion, as opposed to a convenient or shallow finding

Collaborative demeanor with proactive and inclusive interpersonal and communication skills

Willingness to step up and down as needed to ensure work product is high quality and delivered on time

High level of integrity, professionalism, and ability to manage sensitive information with confidentiality and discretion

A strong work ethic and ability to elicit confidence from the organization

Preferred

MBA preferred

Experience with investment databases and deal CRM platforms, such as Pitchbook, DealCloud and AlphaSense, are pluses but not required

Benefits

Subsidized Medical, Dental, and Vision coverage

Life Insurance, Short- and Long-Term Disability, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA)

Gym membership reimbursement

Daily onsite lunch program

401(k) retirement savings plan

Discretionary annual bonuses and Long-Term Bonus Program

"Last mile" transportation coverage for commuters using public transit

Paid time off (PTO), including sick leave and holidays

Paid Parental Leave

Financial support for continued education, conferences, networking groups, and professional development to foster career growth and industry engagement

Monthly team building events

Charitable giving program and volunteer opportunities