Private Equity Investment Associate/Senior Investment Associate

3 days ago

New York, New York, United States Rockefeller Financial Full time
About Rockefeller Financial

Rockefeller Financial is a leading independent financial advisory services firm established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets.

Position: Private Equity Investment Professional

Rockefeller Asset Management, with approximately $14 billion in assets under management and a division within Rockefeller Financial, provides equity, fixed income, and alternative asset investments to institutions and other institutionally minded investors.

As an Associate / Senior Associate on our Private Equity team, you will collaborate closely with senior team members to source, diligence, and manage direct private equity investments. This role offers a unique opportunity to shape the future of our portfolio.

Responsibilities:
  • Source and Evaluate Opportunities:
    Lead sourcing efforts for private equity investments and industry operators, with a focus on technology, tech-enabled services, industrial tech, and consumer sectors. Conduct value-add diligence to build conviction to make investments and partner with industry operators.
  • Structuring and Execution:
    Demonstrate proficiency in modeling and structuring complex equity investments. Ensure successful execution of investment transactions.
  • Portfolio Management and Value Creation:
    Develop and drive value creation initiatives.
  • Collaboration and Cultural Adherence:
    Collaborate closely with leaders within Rockefeller Asset Management. Uphold and promote our firm's culture and values around integrity, community care, and pursuing excellence.
Qualifications:
  • Experience: Minimum of 4 years of relevant post-undergraduate experience in private equity investing and investment banking within technology, tech-enabled services, and consumer sectors.
  • Track Record: Demonstrated ability to analyze and close equity investments, with investment sizes in the $50 to $300 million equity ranges.
  • Financial Acumen: Strong analytical skills, high intellectual curiosity, and an entrepreneurial mindset.
Why Join Us?
  • Impactful Work: Play a key role in shaping the future of our investment portfolio.
  • Collaborative Environment: Work closely with senior professionals in a team-oriented environment.
  • Global Reach: Be part of a firm with a rich legacy and a global footprint.
Compensation Range:

The anticipated base salary range for this role is $125,000 to $150,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Financial offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.

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