Save Job Back to Search Job Description Summary Similar JobsMulti-Billion $ Single Family OfficeCutting edge, innovative, tech focused, forward facing, single family office.About Our ClientMy client is a Single Family Office with a strong (25+ year) pedigree and impressive track record. They have in excess of $8B AUM. They have ambitious growth plans in the coming years and as part of their longer-term strategy and team growth, the need for a Private Equity Investment Associate has arisen.They have exclusively retained Tom Smith at Page Executive in Boston to appoint their next Investment Associate level hire.Job DescriptionReporting into the CEO of the US, the Investment Associate is generally responsible for providing analytical support to the senior leadership. The Investment Associate's primary responsibilities include due diligence, analysis and sourcing of investment opportunities, focusing largely on entertainment, technology and energy investments. The Investment Associate also assists in conducting capital market, industry and asset class research and due diligence. Main duties and responsibilities will include the following:Prepare financial models (LBO etc.) for the team across industries and sectors to support mandate processesAnalyze financial data to build financial models, review direct equity investmentsEvaluate data and use information to make informed financial decisionsSynthesize and articulate inputs required for investment thesesHandle initial screening of private investments and due diligence process; summarize investment opportunities for senior leadershipMarket/industry research (read reports, interview experts, attend conferences)Investment analysis (management meetings, financial models, investment memos)Investment execution (term sheets, due diligence, transaction documents)Portfolio monitoring (board meetings, quarterly letters)Evaluate current investment portfolioRecommend future investmentsCompose and deliver quarterly sector research reports for internal distributionPlease note that this is not a remote opportunity and a presence in the office in Downtown Boston (with a little flexibility) is required.This role is exclusive and retained to Page Executive Boston. Apply today for immediate consideration!Page Group USA is acting as an Employment Agency in relation to this vacancy.The Successful ApplicantIn return for a competitive remuneration package, you will possess the following:Bachelor's Degree required - essential4+ years of relevant experience - essentialStrong LBO experience - essential and non-negotiableUnderstanding of complex financial modelingAbility to work from Downtown Boston on a daily basis. Limited flexibility is available, but the role is mainly in-office (Financial District)What's on OfferBase salary of $ 160,000 to $ 170,000Performance related bonus scheme (50%)Competitive benefitsOpportunity to be part of the inner workings of a well-established private family office.ContactTom SmithQuote job refJN-032025-6690516Job summarySectorBanking & Financial ServicesSub SectorVenture Capitalism & Private EquityIndustryFinancial ServicesLocationBostonContract TypePermanentConsultant nameTom SmithJob ReferenceJN-032025-6690516
