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Family Office Senior Associate
6 days ago
LOCATION
Austin, TX
OVERVIEW
Our client is a family office investing in real estate and private equity transactions.
FAMILY OFFICE SENIOR ASSOCIATE
The Senior Associate will be responsible for capital raising & investor relations work streams as well as deal execution and portfolio management. The team is looking to bring on a Senior Associate who; is detail oriented, a problem solver, has strong interpersonal skills, and has a very high ceiling for growth and development at the family office. This is a long-term hire.
RESPONSIBILITIES
- Develop and maintain relationships with investors and stakeholders
- Execute investor requests, address investor questions, and respond to inquiries
- Coordinate the preparation of materials for investor meetings including drafting presentations, generating back pocket/support materials, and organizing agendas
- General firm level ad-hoc projects and Chief-of-Staff duties
- Attend conferences and maintain/market the family office's brand with the team
- Serve as the main point of contact between the team and Operating Company leadership teams (CFO and Operators) portfolio management teams
- Conduct portfolio management duties that will include industry research, client communications, and financial reporting
- Identify key areas for improvement and help streamline IR processes
- Serve in interim financial/operational leadership roles, as needed
- Assist the team with deal execution and underwriting workstreams
- Preparing IC and managing select 3rd parties and diligence documentation
- Participating in IC meetings and helping to own the LBO/Operating model in PE deals
REQUIREMENTS
- Bachelor’s degree in business or related field required
- Ideally 4-7 years experience within M&A, Investment Banking, Private Equity, Corporate Development, or similar field
- Advanced proficiency with Microsoft Office (Excel, PowerPoint, Word, etc.)
- Ability to underwrite and structure a control private equity investment
- Possess a strong sense of “relative value” across PE, Real Estate, and structured equity
- Foundation with real estate transactions and capital raising helpful, but not required
- A long-term desire to be based in Austin, TX is highly preferred
- A proven track record of successful diligence and deal execution
- A strong work ethic and entrepreneurial disposition
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