Current jobs related to Private Equity Investment Representative - San Francisco, California - Greenwich Private Equity


  • San Francisco, California, United States Soul Equity Solutions Full time

    About Soul Equity SolutionsSoul Equity Solutions is a retained Executive Search firm dedicated to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.About the RoleThe Private Equity Analyst will join a private investment firm in their San Francisco Bay area office, focusing on the middle market with acquisitions...


  • San Francisco, California, United States Private Investigator Dover Full time

    Private Equity AssociateWe are seeking a highly skilled and experienced Private Equity Associate to join our team at Private Investigator Dover.Key Responsibilities:Advise private equity firms and their portfolio companies on complex transactions, including mergers and acquisitions, leveraged buyouts, equity investments, and other general corporate...


  • San Francisco, California, United States Soul Equity Solutions Full time

    About Soul Equity SolutionsSoul Equity Solutions is a retained Executive Search firm dedicated to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.About the RoleThe Associate (pre-MBA) will join a private investment firm in their San Francisco Bay area office. This firm focuses on middle market acquisitions,...


  • San Francisco, California, United States Fidelity TalentSource LLC Full time

    Job Title: Private Equity Investments DirectorWe are seeking a highly skilled Private Equity Investments Director to join our team at Fidelity Investments. As a key member of our investment team, you will be responsible for recommending and implementing mid-to-late-stage Venture Capital investments on behalf of Fidelity funds and the Fidelity Venture Capital...


  • San Francisco, California, United States Maserati of San Diego Full time

    Join Our Consumer Focused Private Equity TeamMaserati of San Diego is seeking a highly motivated and detail-oriented Private Equity Associate to join our team. As a key member of our investment team, you will be responsible for conducting comprehensive industry and company research to identify potential investment targets.Key Responsibilities:Evaluate...


  • San Francisco, California, United States Partners Capital Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Investment Associate to join our Private Equity and Real Estate team in San Francisco. As a key contributor to our team, you will be responsible for supporting the investment diligence process, portfolio management, and process management.Key ResponsibilitiesSupport rigorous and comprehensive...


  • San Francisco, California, United States Maserati of San Diego Full time

    Unlock Career Opportunities in Consumer Focused Private EquityMaserati of San Diego is partnering with a leading Consumer focused Private Equity firm to find a talented Associate to join their team.Key Responsibilities:Conduct in-depth industry and company research to identify potential investment targetsEvaluate investment opportunities through detailed...


  • San Francisco, California, United States Soul Equity Solutions Full time

    About the RoleThis position is part of the deal team at a lower middle-market private equity firm in San Francisco. The firm is closing its first fund and will be investing in companies valued at $50-$300M with $5-$35M EBITDA.Key ResponsibilitiesFinancial Analysis: Create financial models to analyze cash flows, investment returns, and enterprise values for...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Job Title: NYSTRS Assistant Director of Private EquityAs a key member of the Private Equity Department, the Assistant Director will provide investment expertise in sourcing and screening investment opportunities, monitoring active fund investments, and directing the day-to-day supervision of junior staff and Mid-Office operations.Key Responsibilities:Source...


  • San Francisco, California, United States Carta Full time

    About the RoleWe are seeking an experienced Enterprise Account Executive to join our team at Carta, a leading provider of purpose-built software for private markets. As an Enterprise Account Executive, you will be responsible for selling our solutions to Private Equity firms and their portfolio companies.Key ResponsibilitiesCommunicate the business impact of...


  • San Francisco, California, United States DLA Piper Full time

    At DLA Piper, we are seeking a highly skilled mid-level private equity associate to join our Private Equity Group in San Francisco or Palo Alto offices. The ideal candidate will have at least three years of experience advising private equity firms and their portfolio companies in complex transactions, including mergers and acquisitions, leveraged buyouts,...


  • San Francisco, California, United States GIC Private Limited Full time

    GIC Private Limited is a leading global long-term investor, and we are seeking a highly skilled Real Estate Investment Associate to join our team. As a key member of our Real Estate Department, you will be responsible for investing with scale across sectors, regions, and capital stack to generate alpha through our in-house investment and asset management...


  • San Francisco, California, United States DLA Piper Full time

    Private Equity Associate Job OpportunityDLA Piper is a leading global law firm that values bold, exceptional, collaborative, and supportive professionals. We are seeking a mid-level private equity associate to join our Private Equity Group in our San Francisco or Palo Alto offices.Key ResponsibilitiesAdvise private equity firms and their portfolio companies...


  • San Francisco, California, United States Novo Holdings Full time

    About the RoleWe are seeking an experienced investment professional to join our Public Equity Venture Investments team in San Francisco. As a key member of our team, you will be responsible for originating, analyzing, and managing our public equity investments in the life science sector.Key ResponsibilitiesConduct thorough research and analysis of investment...


  • San Francisco, California, United States IQ-EQ Full time

    Job SummaryWe are seeking a highly skilled Private Equity Fund Accounting Specialist to join our team at IQ-EQ. As a key member of our Investor Services group, you will be responsible for providing exceptional client service and support to our private equity clients. Key ResponsibilitiesSupport client leads on multiple private equity funds within various...


  • San Francisco, California, United States Fractional AI Full time

    About Fractional AIWe are a cutting-edge dev shop specializing in applied AI solutions. Our mission is to bridge the gap between AI theory and practice, empowering businesses to unlock its full potential.Our team of exceptional engineers and AI experts is dedicated to delivering custom-end-to-end AI builds that drive real value for our clients. With a focus...


  • San Francisco, California, United States Peek Law Group Full time

    Job Opportunity:Are you a driven and analytical professional looking to launch your career in private equity? Do you have a passion for real estate and a desire to work with a dynamic and growing team?Tobin Capital Group is seeking a Private Equity Analyst to join our Real Estate Private Equity Team in San Francisco, CA. As an Analyst, you will work closely...


  • San Francisco, California, United States Bank of America Full time

    Job Title: Private Wealth Investment Management SpecialistJob Summary: We are seeking a highly skilled Private Wealth Investment Management Specialist to join our team at Bank of America. As a key member of our Wealth Management team, you will be responsible for defining the investment management philosophy for our clients and delivering a full range of...


  • San Mateo, California, United States The Kostelic Agency Full time

    Job OpportunityPrivate Equity Business Development AnalystLocation: San Mateo, CA (On-site)Compensation: Competitive base salary with performance-based bonuses and commissions. (OTE $130K-$200K +)The Kostelic Agency, in partnership with a leading private equity firm, is seeking a Private Equity Business Development Analyst.Our client is a leading private...

  • Investment Manager

    4 weeks ago


    San Francisco, California, United States Goldman Sachs Full time

    About Goldman SachsGoldman Sachs is a leading global investment banking, securities and investment management firm. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond.Job SummaryWe are seeking a highly skilled Investment Manager to join our Alternative Investments & Manager Selection Group. The successful...

Private Equity Investment Representative

2 months ago


San Francisco, California, United States Greenwich Private Equity Full time
Job Opportunity

We are seeking a highly motivated and experienced professional to join our team as a Private Equity Investment Representative. As a key member of our sales team, you will be responsible for representing our exclusive private equity investment opportunities to high net worth individual and family office clients and prospects.

Key Responsibilities:

  • Market our private equity opportunities to various types of high-net-worth and ultra-high-net-worth investors.
  • Successfully execute marketing and sales strategies.
  • Identify, qualify, and develop high-value sales opportunities with prospective clients.
  • Maintain and expand relationships with existing investors.
  • Gain qualified referrals to additional high net worth investors from existing investors, sell new prospects through follow-up until closing.

Initial focus will be on completing a $53 Million preferred private equity capital raise, unleveraged pro forma 22.3% IRR over ten years, secured by prime residential real estate located among the world's wealthiest homeowners and highest value homes in Greenwich, CT. Our wholly owned subsidiary has identified prime properties for new construction of exquisite primary homes for a select few among the top of the 1%. Nationally acclaimed award-winning architects, exquisite interior designs, smart, luxurious, energy-efficient homes, security, privacy, and more.

Requirements:

  • Private equity or hedge fund sales experience, self-starter, highly energetic, and self-motivated.
  • Strong communication skills, both oral and written.
  • Experience in alternative investments, hedge funds, and/or private markets, preferred.
  • Enjoys determining concerns or objections, and overcoming them and closing deals.
  • Effective task management and prioritization.
  • Strong educational background. MBA and/or CFA is helpful but not required.
  • Series 7 and 63 licensed, or 82 and 63, experience may be helpful but is not required.
  • Highest level of integrity and attention to detail.
  • Self-starter with demonstrated ability to work autonomously on multiple projects while under pressure.
  • Proven ability to think ahead with vision and a proactive approach.

About Us:

For more than 40 years, our firm's partners have worked hard building their legacy of outstanding performance, expertise, and integrity. Our partners co-invest with several of the world's wealthiest individuals and families.

We deliver innovative alternative co-investment opportunities enabled by proprietary intellectual property and assets, supported by sophisticated, leading technologies. We are always forward-looking to best provide our clients the highest likelihood of success through our exclusive income and growth opportunities.

This opportunity will be financially rewarding at extreme levels for the right candidates.

Additional Notes:

This position requires a background check. If you are licensed and if you have a prior bankruptcy, U-4 disclosures, credit issues, civil judgments, pending litigation, termination from a previous employer, or any other matter subject to FINRA disclosure regulations, you must disclose these items during the pre-screening process. You will be required to sign a confidentiality agreement as a part of our interview process.