Capital Creek Partners · 1 day ago
Investment Analyst
Austin, Texas Metropolitan Area
Full-time
Onsite
New Grad, Entry Level
0+ years expCapital Creek Partners is a growing multi-family office and investment advisory firm. They are seeking an analyst to support the investment team with underwriting and due diligence of investment opportunities, focusing primarily on alternative investments.
Venture Capital
Responsibilities
Responsible for all tasks and diligence related to investment opportunities and client work
Assist in underwriting investment opportunities, including analyzing deals and synthesizing opportunity details into concise, easy-to-understand points
Prepare due diligence materials including pitch decks, investment memos, and underwriting models
Tracking all incoming deal flow and providing first look at all new investment opportunities
Ability to formulate thoughtful opinions and recommendations on investments, and present findings to the rest of the investment team
Prepare meeting materials for existing clients, including gathering data and updates on existing investments, working with the Partners on an asset allocation framework, and providing investment recommendations
Work closely with partners to provide all other materials needed for investments and clients
Qualification
Required
Exceptional verbal and written communication skills with maniacal attention to detail and accuracy
Highly organized with strong time management skills. Able to handle multiple concurrent assignments and competing priorities with a high degree of accuracy to meet deadlines in a timely manner
Ability to think and operate independently with minimal direction
High emotional intelligence and trustworthiness with a growth mindset and desire to continuously learn and improve
Positive attitude with a ‘no task too big or too small' mentality
Ability to handle sensitive matters with the upmost discretion and confidentiality
Expertise using Microsoft Office (PowerPoint and Excel)
Preferred
Investment / finance experience preferred (0-3 years)
Bachelor's Degree from Accredited University, preferably with a degree in business
Benefits
Healthcare benefits
Flexible vacation policy
Company
Capital Creek Partners
Capital Creek Partners is an investment management company
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Chris Happ
Partner
Justin B. Yarborough
Partner
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