Private Equity Associate
4 weeks ago
Private Equity AssociateReady to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and communityrecognized with 15 consecutive "Best Places to Work" awards, including Inc.com's 2025 list, as well as national honors for community impact.We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fastand we're looking for driven, curious individuals to join our #OneTeam.Lenora Capital, Brighton Jones' private investment team, is an exciting new endeavor that deploys capital across private equity, venture capital, and real estate investment opportunities and also provides consultative support to clients around their individual private investing activities.We are seeking our next experienced Private Equity Associate, who will primarily focus on investments in private companies. This role will have broad responsibilities, supporting the team in sourcing investment opportunities, conducting due diligence, managing industry partnerships, executing market research, and engaging with portfolio investments. Additional responsibilities will include responding to and managing requests from the Brighton Jones client service teams to support client investment activities.Your Role - Lenora Capital Fund:Source, track, and manage deal flowCoordinate and lead meetingsConduct due diligence and evaluate potential investment opportunitiesPerform and present market analysesActively support portfolio investments with initiatives such as financial modeling, recruiting, and networking with clients.Develop and manage a robust network of industry relationshipsUpload, update, and manage information in the CRM systemCreate memos for the Investment Committee to facilitate discussion and investment decisions.Create materials for the investor group, including portfolio updates, investment memos, pipeline updates, event-driven notifications, quarterly reporting, etc.Coordinate with Operations Team regarding capital tracking, wires, investor account statements, legal entity formation, capital call and distributions, document management, tax reporting, etc.Your Role - Client and Service Team SupportField in-bound requests from Advisors and deliver value-add observations and recommendations specific to client situationsProvide quantitative and qualitative insight for Brighton Jones clients including review pitch decks, evaluate term sheets, and analyze financial modelsCollaborate on creation of educational and marketing content such as webinars, articles, and white papersSupport Brighton Jones' business development and prospecting efforts with private investment subject matter expertiseTrain and mentor PCFO client service team membersYour Experience:3-5 years of experience in venture capital, private equity, investment banking, or management consultingComfortable discussing and translating analytical concepts in a live, client-facing environmentOutstanding communication skills as well as strong analytical and presentation abilitiesOrganized and detailed as required to handle multiple client relationships with contending priorities and coordinate team member resources most effectivelySeries 65 license or CFA Charter a plusUndergraduate degree requiredBaseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the jobThis role is considered in office, full-time, and exemptCompensation:Pay: $100,000 - $130,000 per yearBenefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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