• Developing marketing materials, investor communications, internal research reports
  • Reviewing teasers, executing different roles in the 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


  • 5-7 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
  • Proven track record in finance, deal structuring 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 from top 10 school
  • CFA is 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 source, structure, negotiating, close and monitor investments
  • Ability to manage all third party professional service providers
  • Leading the creation of 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 teaching more junior members the same
  • Must be mature, enjoy working in ambiguity, and taking 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
  • Relentless perseverance possible only through strong personal physical, emotional and psychological foundation
  • Unyielding commitment to do the right thing without acknowledgement

To apply, please send a resume to