Investment Associate - Single Family Office - Boston, MA
About Our Client
My client is a Single Family Office with a strong (25+ year) pedigree and impressive track record. They have in excess of $6B AUM. They have ambitious growth plans in the coming years and as part of their longer-term strategy and team growth, the need for a Private Equity Investment Associate has arisen.
They have exclusively retained Tom Smith at Page Executive in Boston to appoint their next Investment Associate level hire.
Job Description
Reporting into the CEO of the US, the Investment Associate is generally responsible for providing analytical support to the senior leadership. The Investment Associate's primary responsibilities include due diligence, analysis and sourcing of investment opportunities, focusing largely on entertainment, technology and energy investments. The Investment Associate also assists in conducting capital market, industry and asset class research and due diligence. Main duties and responsibilities will include the following:
- Supervise junior members of the investment team and manage multiple workstreams
- Prepare financial models (LBO etc.) for the team across industries and sectors to support mandate processes
- Analyze financial data to build financial models, review direct equity investments
- Evaluate data and use information to make informed financial decisions
- Synthesize and articulate inputs required for investment theses
- Handle initial screening of private investments and due diligence process; summarize investment opportunities for senior leadership
- Market/industry research (read reports, interview experts, attend conferences)
- Investment analysis (management meetings, financial models, investment memos)
- Investment execution (term sheets, due diligence, transaction documents)
- Portfolio monitoring (board meetings, quarterly letters)
- Evaluate current investment portfolio
- Recommend future investments
- Compose and deliver quarterly sector research reports for internal distribution
Please note that this is not a remote opportunity and a presence in the office in Downtown Boston (with a little flexibility) is required.
This role is exclusive and retained to Page Executive Boston. Apply today for immediate consideration!
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law.MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
In return for a competitive remuneration package, you will possess the following:
- Bachelor's Degree required - essential
- 6+ years of relevant experience - essential
- Strong LBO experience - essential and non-negotiable
- Understanding of complex financial modeling
- Ability to work from Downtown Boston on a daily basis. Limited flexibility is available, but the role is mainly in-office (Financial District)
- Base salary of $ 175,000 to $ 180,000
- Performance related bonus scheme (60%)
- Competitive benefits
- Opportunity to be part of the inner workings of a well-established private family office.