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Palo Alto

    Originations Analyst - Palo Alto, United States - CarterPierce, INC.

    CarterPierce, INC.
    CarterPierce, INC. Palo Alto, United States

    1 day ago

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    Description

    Our client is seeking a Private Equity Business Development Analyst to join their team in the Bay area. At the core of the firm's investing activity is the ability to identify, source, and execute opportunities that fit their investing strategy. As a member of the Business Development Team, the Analyst will assist with thematic sourcing initiatives by developing and researching prospective investment targets, actively managing and cultivating a pipeline, and engaging with the market directly, including CEOs, other investors, bankers and industry executives. The Analyst will also manage the firm's CRM, contribute to marketing initiatives, and maintain other external relationships as needed. The Analyst will report directly to the Partner of Business Development and will work closely with the Senior Associate of Business Development, as well as the Investment Team. This is a newly created role and ideal candidates will be proactive, flexible and hungry to learn and grow as part of the team.

    Candidates are expected to have exemplary written and verbal communication skills, a strong record of leadership accomplishments, proven analytical abilities, and high EQ.

    Responsibilities:

    • Support the firm's direct deal sourcing efforts by being a key player in thematic sourcing initiatives, inclusive of sector and geographical deep-dive initiatives
    • Assist in developing sector-specific investment theses, market maps and target lists
    • Actively engage and manage relationships with target company owners / executives
    • Initiate meetings with target companies and generate investment opportunities
    • Contribute to the development of content and marketing initiatives
    • Design, implement and manage CRM best practices

    Qualifications:

    • Passionate about a career in private equity, sales or business development
    • Desire to work in a high autonomy and high responsibility role; strong orientation towards taking initiative and proactive ownership of his / her responsibilities
    • High level of responsiveness and a productive sense of urgency
    • Personal integrity, strong communication skills, experience managing multiple projects simultaneously, ability to work effectively as part of a small team, high maturity, EQ and responsiveness
    • Bachelor's degree or equivalent from a premier undergraduate program
    • Demonstrated professional, academic and extracurricular accomplishments
    • Preferred: Experience in financial sales or business development


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