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Private Capital Advisory Associate
3 months ago
Eaton's PCA platform is a leading advisor to private market investors seeking to raise capital through secondary transactions (GP-led and LP-led), direct equity and co-investment opportunities and GP-stakes. The team advises on a wide range of transaction structures including continuation vehicles, strip-sales, tender offers, annex funds and others. PCA partners and collaborates with both the Eaton primary fundraising professionals as well as the Stifel industry and financial sponsors' coverage teams to provide superior outcomes to our clients.
Associates are primarily responsible for acting as the keystone of all transaction teams, serving as a project manager taking guidance from senior bankers while managing and mentoring Analysts. Associates work on small, client-focused teams within a fast-paced environment. We offer Associates a unique environment, which combines a highly entrepreneurial platform focused on the growing private market space with significant analytical rigor.
ESSENTIAL RESPONSIBILITIES
The primary role of the Associate includes:
- Work on multiple projects and transactions at any given time.
- Work closely with senior level bankers and play a critical role as the project manager on most opportunities.
- Manage the deal process from origination to execution.
- Assist in preparing responses to investor due diligence requests.
- Conducting industry research and building out industry databases.
- Performing in-depth quantitative financial analyses and modeling for the client (sponsor/fund) and portfolio (assets).
- Support senior bankers with the creation of marketing materials and pitch books.
- Contributing to team meetings and discussions.
- Building reports and logging information in Salesforce.
- Help clients achieve their financial and strategic objectives.
- Performs other related duties as assigned.
QUALIFICATIONS
- Bachelor's degree in finance or related field required.
- 3-5 years investment banking or private markets experience as a financial analyst and associate, or similar experience in a legal firm.
Eaton Partners, a Stifel Company ("Eaton"), is one of the oldest, largest and most experienced fund placement agents in the world. The firm's purpose is to raise institutional capital for investment managers across a full range of alternative strategies – private equity, real assets, real estate and hedge funds/liquid products. In addition, Eaton has a dedicated Private Capital Advisory ("PCA") team focused on strategic advisory, secondaries and directs. Eaton has raised over $140 billion of institutional capital across more than 185 highly differentiated investment funds. Eaton was acquired by Stifel in January 2016.
With over 70 employees in ten offices worldwide, Eaton's reach is extensive and our dedication to capital raising is unparalleled. The team has strong, long-held relationships with over 4,000 of the largest, most active institutional investors in the US, Europe and Asia Pacific. Eaton's deep sector knowledge and unrivaled insight into the private fund market across several asset classes allows the team to raise capital efficiently and effectively. Eaton thrives on working alongside the most innovative funds and consistently partners with the highest-quality fund managers.
Stifel is an Equal Opportunity Employer and our employees, across all subsidiaries and affiliates, are people with different strengths, experiences and backgrounds, who share a passion for Finance. We view diversity holistically – it includes race, gender identity, age, disability status, veteran status, sexual orientation, religion and many other parts of one's identity. The range of our employees' points of view are key to our success, and inclusion is everyone's responsibility.
