Associate, Private Equity Advisory

Kingfish Group

$140K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 2-3 years of experience in consulting or financial services
  • High emotional intelligence and strong communication skills to build relationships with stakeholders
  • Curiosity-driven and enthusiastic about learning new concepts
  • Sharp critical thinking abilities for problem-solving
  • Skilled in synthesizing complex information into key insights
  • Proficient in managing multiple projects with tight deadlines
  • Proactive team player focused on improvement and collaboration

Responsibilities

  • Build relationships with industry executives to support the investment process
  • Guide a research team in identifying key executives and information relevant to investment opportunities
  • Lead communication with industry executives as the firm's primary ambassador
  • Synthesize and analyze information to inform investment decisions
  • Perform primary diligence with executive advisors during the deal process
  • Identify and distill key insights from research and executive conversations
  • Manage projects to deliver impactful insights and maintain focus on high-priority tasks
  • Create and present high-quality materials for leadership discussions

Benefits

  • PPO medical insurance
  • Dental and vision coverage
  • Life insurance
  • Short-term and long-term disability insurance
  • Flexible spending accounts for medical and dependent care
  • Paid maternity and paternity leave
  • Reimbursement for internet and provision of paid lunch
Full Job Description
Position Summary

Our Associates work closely with our private equity firm partners, operating as an extension of their deal teams to evaluate investment opportunities and advance portfolio company initiatives. Specifically, Associates are responsible for (a) Building relationships with industry executives and aligning them to support the team throughout the investment process (b) Synthesizing information and translating it into key insights that support investment decision making, (c) Managing projects to deliver high impact insights and relationships that provide an advantage to the team (d) Leading company-wide initiatives that improve how we do our work and make us a stronger team.

Responsibilities
• Build relationships with industry executives and align them to support the team throughout the investment process
• Guide our research team as they identify industry executives and other primary information relevant for a particular investment opportunity
• Lead calls with industry executives, serving as the primary point of contact and ambassador for the firm
• Synthesize information and translate into key insights that support investment decision making
• Analyze industries, markets and competitive landscapes to better understand investment opportunities
• Perform primary diligence as needed alongside executive advisors throughout the deal process
• Identify key insights from information and recommendations gathered from conversations with industry executives and research
• Manage projects to deliver high impact insights and relationships, providing an advantage to the team
• Manage project plans and deal timelines, working closely with senior leaders at our private equity partners to ensure our work is focused on the highest priorities and maximum impact
• Create and deliver high quality presentations and memoranda for our Partners as well as Kingfish leadership (e.g. primary diligence deliverables, executive spec documentation, and Kingfish Investment Committee discussions)
• Lead company-wide initiatives that improve how we do our work and make us a stronger team.

Qualifications
• Bachelor's degree with 2-3 years of experience within consulting or financial services
Relationship Building: High EQ with advanced written/ verbal communication skills, executive presence and an ability to build relationships with stakeholders at all levels
Intellectual Curiosity & Creativity: thoughtful in asking questions and pursuing answers, excited to learn
Critical Thinking: breaks down complex problems and solves them in creative ways
Communication & Information Synthesis: effectively identifies key insights and presents insights
Project Management: ability to manage multiple concurrent projects with tight timelines
Proactive & Collaborative: team player that takes initiative to improve the team and the firm

$140,000 - $150,000 a year

Posted range is total compensation (base + bonus) based on 2-3 years of experience and the individual's skill set related to the role.

Benefits package includes PPO medical insurance, dental and vision coverage, life insurance, short-term disability insurance, long-term disability insurance, Medical and Dependent Care Flex spending accounts, paid maternity and paternity leave, internet reimbursement and paid lunch.

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