Associate Single Family Office Boston, MA (Boston)
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Boston, Massachusetts, US
On-siteInternship
Posted 8 weeks ago
Originally posted on BeBee
Private Equity Investment Associate
My client is a Single Family Office with a strong pedigree and impressive track record. They have in excess of $8B 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.
Reporting into the CEO of the US, the Investment Associate is generally responsible for providing analytical support to the senior leadership.
The Investment
Associates 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:
• 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