• Reviewing teasers, executing different roles in the transaction sourcing process
  • Developing and evaluating financial models, valuations and relevant market research
  • Researching industry trends and determining acquisition targets
  • Assisting in due diligence process on potential investments
  • Assisting with the execution of deals
  • Developing marketing materials, investor communications, internal research reports


  • 3-5 years of experience
    • 1-3 plus years of experience in investment banking or management consulting and
    • 1-3 plus years of experience in a top tier private equity firm, family office or corporate strategy office
    • Knowledge of finance and transaction processes


  • Liberal Arts degree from top 10 school coupled with strong experience in finance and accounting
  • An undergraduate degree with impeccable academic results from a top 20 school with a degree in finance, accounting engineering, economics or related field
  • MBA or CFA are considered beneficial


  • Ability to lead the firm’s execution of strategy in accordance with its values
  • Ability to serve as an ambassador and thought leader on behalf of the firm
  • Ability to structure transactions and assist with monitoring investments
  • Creating financial models, investor presentations, and investment committee materials
  • Strong written and oral communication skills
  • Strong attention to detail coupled, strong work ethic, and commitment to overall success
  • Must be mature, enjoy working in ambiguity, and have the ability to take on tasks he/she or the firm has never done before
  • Must be comfortable identifying, raising and tackling issues
  • Ability ingest, digest, synthesize information and articulate the synthesis and insights


  • Professionalism
  • Integrity
  • Trust
  • Collaboration
  • Confidentiality
  • Creativity
  • Humility
  • Courage
  • Health


  • Strong willingness to do any task in order to help achieve the goal
  • Looking for better ways to do things
  • Ability to shift from optimist to pessimist, as needed, to fully explore outcomes
  • Commitment to skeptical optimism
  • Unyielding commitment to do the right thing without acknowledgement