Western & Southern Financial Group

Investment Manager Private Equity

Western & Southern Financial Group • $110K — $130K *
Cincinnati, OH 45238In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's Degree from a prestigious university required; MBA preferred.
  • Minimum six years relevant experience in private equity, investment banking, corporate finance, M&A, or similar fields.
  • Proven success in influencing group decisions and leading projects.
  • Strong organizational skills with a focus on project management from inception to completion.
  • Exceptional analytical skills with a track record of identifying and resolving complex problems.

Responsibilities

  • Leads or participates in deal teams for potential investments.
  • Oversees investment analysts and manages multiple project assignments.
  • Engages in marketing and client relationship activities.
  • Sources and evaluates new investment opportunities.
  • Reviews reporting information on underlying investments and writes investment memoranda.

Benefits

  • Opportunity to work with minimal supervision and make autonomous decisions.
  • Participation in high-level client meetings and marketing efforts.
  • Involvement in negotiating terms for investment documents.
  • Opportunity to attend events with key stakeholders in the investment community.
Full Job Description
Overview

The investment manager is a member of the private equity team with specific responsibilities serving on deal teams and leading the due diligence on investment opportunities. Oversees investment analysts on various projects. Serves as a relationship manager on certain investments and is active in sourcing and evaluating prospective investment opportunities. Participates in marketing meetings and client meetings. Works with minimal supervision and is responsible to make an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.

Responsibilities

What you will do:
  • Leads and/or participates on deal teams for prospective investments.
  • Oversees investment analysts on deal teams and on various projects.
  • Participates in marketing and client meetings.
  • Serves as a secondary relationship manager on certain investments.
  • Sources various investment opportunities.
  • Edits and reviews reporting information on underlying investments.
  • Attends events with limited partners, general partners and portfolio company management.
  • Writes reports, investment memoranda and directs analysis in various investments.
  • Writes communications for quarterly and annual reports.
  • Edits and responds to requests for proposals on new business initiatives.
  • Attends meetings with managers of prospective and existing investments.
  • Participates in negotiating terms for investment documents.
  • Performs other duties as assigned.
  • Complies with all policies and standards.


Qualifications

  • Bachelor's Degree From a prestigious university - Required
  • MBA - Preferred
  • Typically requires six years of relevant experience that includes at least one: private equity, investment banking, corporate finance and/or M&A, and preferably commercial banking, consulting, investment management and/or corporate strategy. - Required
  • Demonstrated experience effectively influencing a group to a recommended course of action. - Required
  • Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks, independently, accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organization skills and process orientation. Expected to cite examples of organization and time management/methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish. - Required
  • Must be able to cite examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve. - Required
  • Proven advanced abilities, experience and skills with Excel models. -
  • Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. Demonstrated ability to effectively interact and communicate with all levels of staff and management. -
  • Must be able to cite examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve. -
  • Proven strong project management skills. Must cite examples of developing, organizing, initiating and maintaining a project and successful accomplishing set goals. -
  • Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. Must be able to cite examples of good decision making skills when dealing with multiple alternatives. Demonstrated ability to conceptualize and use new methodologies. Proven experience in working with complex programs that require identifying complex data and analyzing the quality of the output provided. -
  • Demonstrated superb presentation skills with experience conveying information in a clear, focused and concise manner. Demonstrated use of strong listening and communication techniques. -
  • Demonstrated ability to handle confidential information. -
  • Proficient in word processing and spreadsheet applications. -
  • DL NUMBER - Driver License, Valid and in State Valid driver's license and satisfactory driving record. Upon Hire - Required
  • Maintain appropriate vehicle insurance. Upon Hire - Required
Work Setting/Position Demands:
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.
Travel Requirements:
  • Extensive travel.

About Western & Southern Financial Group

Western & Southern Financial Group provides financial translators, helping to turn the complex into simple, practical financial solutions. work face-to-face with middle-market clients to help understand their needs and provide financial solutions designed to meet their goals.

Western & Southern Financial Group Careers

Join the vibrant team at Western & Southern Financial Group, a leader in the financial services industry known for its strong commitment to fostering professional growth and innovation. As part of our team, you will engage in meaningful work that directly contributes to our reputation as one of the most respected names in financial solutions.

Work You’ll Do

At Western & Southern Financial Group, you will find job opportunities that challenge and motivate you to leverage your skills and potential. Whether you are looking for a position in financial advising, customer service, or IT, our company offers a dynamic environment where career growth is supported and encouraged.

Innovate and Lead

Embrace the chance to work on projects that redefine industry standards while collaborating with a team of over 10,000 dedicated professionals. Our leadership is committed to nurturing a culture of innovation and diversity, ensuring that every team member has the opportunity to excel.

Professional Development

Western & Southern Financial Group is not just a company; it's a place where careers are built. Our employees enjoy access to comprehensive benefits and diversity training programs that promote professional development and personal well-being. From leadership workshops to networking events, we provide the tools necessary for you to advance your career.

Internship Programs

Kickstart your career with Western & Southern’s internship programs. These opportunities allow you to gain hands-on experience, build your resume, and understand the financial sector from the inside out. Interns work closely with experienced professionals, gaining insights that are crucial for future employment.

Join Our Team

Explore the array of job opportunities at Western & Southern Financial Group. We are continuously hiring and looking for individuals who bring creativity, innovation, and a strong work ethic to our team. With a focus on leadership development and employee satisfaction, we are dedicated to helping you achieve your career goals.

Stay Connected

Keep up to date with the latest company news, career tips, and industry insights by joining our career network. Personalize your experience by subscribing to receive updates on job openings, employment trends, and professional development opportunities.

Apply Now

Ready to take the next step in your career? Search open positions that match your skills and interests. We look for passionate, curious, and solution-driven team players who are ready to make a difference.

SEARCH WESTERN & SOUTHERN FINANCIAL GROUP JOBS

At Western & Southern Financial Group, we believe in empowering our employees to grow, innovate, and lead in every aspect of their career. Join us and be part of a team that values diversity, leadership, and the professional growth of its members. Discover the impact you can make in the financial services industry with Western & Southern.
Learn more about Western & Southern Financial Group
Size
4,700 employees
Industry
Finance & Insurance
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Western & Southern Financial Group

More Finance & Insurance Jobs

Find similar Investment Manager Private Equity jobs:

NationwideCincinnati, OH