Private Equity Associate
A Private Equity is seeking an Associate with strong expertise and practical transactional and operational experience in areas such as sourcing, target assessment, valuation, due diligence, deal execution, and portfolio company monitoring and management. This role is ideal for a high performer who embraces a long-term perspective on value creation, beneficial impact investing, and building and sustaining a generational portfolio, aligning with the organization's values.
Ideal Candidate
The ideal candidate is a strategic, purpose-driven investment professional with demonstrated interest in private equity, direct investing, and/or corporate development. They are a highly motivated team player who prioritizes the beneficial impact that businesses can have and embraces a long-term perspective on value creation. The candidate has demonstrated an ability to build enduring relationships and work with all levels of an organization throughout their career, bringing a strong process orientation to their work.
About the Organization
The organization is a private direct investor for a family that built a highly diversified, family-owned, growth and community-oriented construction organization. It pursues private equity investments in healthy privately held and/or founder-owned companies with a view to make them great.
Values
- Stewardship: Responsibly manage resources for the long term
- Goodness: Commitment to doing the better thing
- Inspiration: Reimagine and advance what is possible
Responsibilities
Deal Execution
- Participate in investment evaluation activities, including financial modeling and scenario analyses
- Collaborate with Managing Director, Vice Presidents, and Senior Associates to outline transaction structures and create in-depth business cases for potential investments
- Support due diligence processes and evaluate all critical components of potential investments, bringing in outside experts as needed
- Draft short-form and long-form investment memoranda
Investment Oversight
- Support operating company post-close activities to ensure value creation drivers are maintained and managed
- Work with Managing Director/CFO to monitor financial and impact performance and evaluate returns on investments
- Develop and conduct quarterly internal portfolio valuation and assist with portfolio reporting for presentation to Managing Director, Chairman, CFO, and Board of Directors
- Assist portfolio companies with strategy deployment and financial analyses as needed to achieve growth objectives
- Provide support to portfolio companies' efforts to identify and build relationships with potential bolt-on acquisition targets
Prospect Development
- Conduct research and analysis, including industry/market dynamics, competitive profiles, outreach calls, target profiling, primary research, etc., to support deal opportunities in line with the organization's investment strategy
- Assist in the development and maintenance of relationships with deal sources, including investment advisors, investment bankers, other family-run enterprises, attorneys, and other key stakeholders to ensure a robust pipeline of investment opportunities
Qualifications
- 2+ years working in investment banking, private equity, family office, corporate development group, management consulting, or a related field
- Demonstrated experience developing/evaluating financial models, analyzing financial statements, understanding various valuation methodologies, and working in a transaction-oriented environment
- Demonstrated proficiency with Microsoft Excel and financial modeling
- Strong command of accounting and finance
- Outstanding communication and interpersonal skills
- Desire to deliver both financial and impact-related outcomes through investments
- Bachelor's degree in business or related field with excellent academic record, preferably with an emphasis in finance, accounting, or economics
- Interest and comfort working in a small, fast-paced organization with an emphasis on teamwork, humility, stewardship, and a commitment to doing the better thing
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
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