Associate, Private Equity Advisory

Kingfish Group

$110K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a relevant field
  • 2-3 years of experience in consulting or financial services
  • Advanced written and verbal communication skills
  • High emotional intelligence (EQ) for relationship building
  • Strong project management skills
  • Ability to synthesize complex information and insights

Responsibilities

  • Build relationships with industry executives to support the investment process
  • Guide the research team in identifying key information for investments
  • Analyze industries and perform primary diligence for investment opportunities
  • Manage project plans and collaborate with senior leaders to maximize impact
  • Create and deliver presentations and reports for Partners and leadership
  • Lead initiatives to improve team operations and efficiency

Benefits

  • PPO medical insurance
  • Dental and vision coverage
  • Life insurance
  • Short-term and long-term disability insurance
  • Medical and Dependent Care Flex spending accounts
  • Paid maternity and paternity leave
  • Internet reimbursement and paid lunch
Full Job Description
About the Role

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:
  • Building relationships with industry executives and aligning them to support the team throughout the investment process
  • Synthesizing information and translating it into key insights that support investment decision making,
  • Managing projects to deliver high impact insights and relationships that provide an advantage to the team
  • 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.

What We're Looking For
  • 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


Qualifications

  • Bachelor's degree with 2-3 years of experience within consulting or financial services


$110,000 - $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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