Senior Investment Associate
1 week ago
Client Overview:
Our client is a dynamic family office with a proven track record of entrepreneurial success across a diverse range of business ventures. With a focus on value creation and innovation, the firm has a strong presence in multiple sectors, including commercial and residential real estate, hospitality, and manufacturing. Operating from their Los Angeles headquarters, they have a long history of investing in and developing high-quality assets throughout the Western United States.
Job Overview:
Reporting directly to the founder, the Senior Investment Associate will play a vital role in supporting the firm across the full investment lifecycle including– financial analysis, market research, due diligence, financing, business plan development, and closing. The ideal candidate will have a strong foundation in finance and accounting, acumen for problem solving, willingness to learn, a focus on detail, strong communication skills and an ability to operate in a high pressure, entrepreneurial environment.
Investment Analysis and Due Diligence
- Conduct in-depth due diligence on potential investments, including financial, operational, and legal aspects.
- Develop and maintain financial models for acquisition and valuation purposes.
- Perform qualitative and quantitative initial investment screening.
- Review offering memoranda, management presentations, purchase agreements, and other transaction materials.
- Conduct market and industry research on potential investments and current portfolio.
Financial Modeling and Analysis
- Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects.
- Assist in negotiations with lenders and investors through the analysis of various capital structures and cash flow distribution waterfalls.
- Support firm and portfolio companies with ad-hoc financial analysis, as required.
Investment Management and Support
- Monitor and report on monthly performance and KPIs at portfolio companies.
- Support asset management activities, including repositioning strategies, refinancings, and dispositions.
- Coordinate closings of transactions and correspondence between internal departments and external parties.
- Prepare presentations and materials for Principals, investors, and lenders.
- Foster open communication, trust, and collaboration with lending institutions to secure favorable terms and conditions for financing needs.
Qualifications and Desired Experience:
- Undergraduate degree with a preferred concentration in finance and/or accounting.
- 6-10 years of relevant work experience in a transaction-oriented role within a private equity firm, family office, investment banking, management consulting, or similar positions.
- In-depth knowledge of finance, valuation, and capital markets.
- Strong financial analysis and quantitative skills, including experience with financial modeling.
- Preferred experience with Argus software, but not required.
- Proficiency in Microsoft Office Suite, especially Excel, PowerPoint, and Word.
- Excellent critical thinking and problem-solving abilities.
- Meticulous attention to detail and a commitment to high-quality work.
- Exceptional organizational skills and the ability to manage multiple tasks effectively.
- Clear and persuasive communication and presentation skills, with the ability to explain complex concepts and recommendations.
- Proven ability to represent the company professionally in the market and with external stakeholders.
Additionally, the ideal candidate will be a highly motivated and proactive team player who thrives in an entrepreneurial, collaborative environment. They should be able to work independently while also contributing effectively to a team. A strong desire to learn and a willingness to travel occasionally are essential. The position is a full-time, in-person role based in the firm's Los Angeles office.
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