Investment Associate - San Jose - Hunter SF

    Hunter SF
    Hunter SF San Jose

    6 hours ago

    $80,000 - $140,000 (USD) per year *
    Description

    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.
    * This salary range is an estimation made by beBee
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