Save Job Back to Search Job Description Summary Similar JobsMulti-Billion $ Single Family OfficeReporting directly into the CEO of the USAbout Our ClientMy client is a Private Single-Family Office with a strong (25+ year) pedigree and impressive track record. They have in excess of $6B AUM. They have ambitious growth plans in the coming years and as part of their longer-term strategy and team growth, the need for a Private Equity Investment Associate has arisen.They have exclusively retained Tom Smith at Page Executive in Boston to appoint their next Associate level hire.Job DescriptionReporting into the CEO of the US, the Associate is generally responsible for providing analytical support to the senior leadership. Associate's primary responsibilities include due diligence, analysis and sourcing of investment opportunities, focusing largely on entertainment, technology and energy investments. The Associate also assists in conducting capital market, industry and asset class research and due diligence. Main duties and responsibilities will include the following:Supervise junior members of the investment team and manage multiple workstreamsPrepare financial models (LBO etc.) for the team across industries and sectors to support mandate processesAnalyze financial data to build financial models, review direct equity investmentsEvaluate data and use information to make informed financial decisionsSynthesize and articulate inputs required for investment thesesHandle initial screening of private investments and due diligence process; summarize investment opportunities for senior leadershipMarket/industry research (read reports, interview experts, attend conferences)Investment analysis (management meetings, financial models, investment memos)Investment execution (term sheets, due diligence, transaction documents)Portfolio monitoring (board meetings, quarterly letters)Evaluate current investment portfolioRecommend future investmentsCompose and deliver quarterly sector research reports for internal distributionPlease note that this is not a remote opportunity and a presence in the office in Downtown Boston (with a little flexibility) is required.This role is exclusive and retained to Page Executive Boston. Apply today for immediate consideration!The Successful ApplicantIn return for a competitive remuneration package, you will possess the following:Bachelor's Degree required - essential6+ years of relevant experience - essentialStrong LBO experience - essential and non-negotiableUnderstanding of complex financial modelingAbility to work from Downtown Boston on a daily basis. Limited flexibility is available, but the role is mainly in-office (Financial District)What's on OfferBase salary of $ 175,000 to $ 180,000Performance related bonus schemeCompetitive benefitsOpportunity to be part of the inner workings of a well-established private family office.ContactTom SmithQuote job refJN-102024-6553817Job summaryFunctionCFO & Financial ManagementSubsectorCFO & Financial Management SubsectorIndustryFinancial ServicesLocationBostonContract typePermanentConsultant nameTom SmithJob referenceJN-102024-6553817