About the Company
Our client is a growing single-family office looking to add an investment associate to their private equity team in Palo Alto. This person will work closely with the managing director on buy-out, growth, and venture strategies.
About the Role
- Source and evaluate venture capital, LBO, and other opportunistic private equity funds
- Assist in review of all deal flow for co-investments/directs, maintenance of pipeline, and due diligence research
- Research target areas, including middle market private equity in the US, Europe, and to a lesser extent, Asia, identify best-in-class managers, and gain access to these managers
- Play a significant role in market mapping, creation, and management of manager target lists
- Cultivate and maintain relationships with managers
- Assist in performing due diligence on funds, creating investment memorandums, monitoring the existing fund portfolio, tracking the overall private equity industry, and developing investment strategies
- Assist in private equity portfolio forecasting
- Assist in ongoing manager monitoring and portfolio administration.
- Read and report on manager correspondence
- Support the review process for amendments
- Attend annual meetings and serve as either a primary or secondary point-person at GP informational meetings
Qualifications
- Minimum of 1-3 years of investment-related experience at any of the following organizations: buy-side experience strongly preferred: fund of funds, money management firm, foundation, endowment, pension fund, family office, consultant, investment bank, venture capital, or private equity fund.
- Strong interpersonal skills, including the ability to integrate quickly into a small team of investment professionals and network within the private equity community. This role requires a high degree of interaction with senior investment and private equity professionals, both with team members and independently.
- Robust quantitative skills, including proficiency with Excel and statistical techniques. Must be detail-oriented and have the ability to quickly learn/apply investment modeling concepts.
- Bachelor’s degree required - finance educational background preferred. MBA, CFA, or CAIA helpful but not required.
- Marked interest in private equity and investment management.
- Superior written and oral communication skills.
- Experience in project management and coordination.