Firm Summary
A family office that focuses on building sustainable value through strategic investments in the business services, consumer, and healthcare sectors. With a lean and entrepreneurial culture, the firm values creativity, collaboration, and disciplined execution. Investments are typically mid-market, targeting companies with solid EBITDA and strong growth potential. This is an opportunity to join a dynamic environment where decisions are made quickly, and every team member has a meaningful impact on outcomes.
Responsibilities
- Participate in all aspects of the investment process, including sourcing, financial modeling, due diligence, and execution.
- Support portfolio companies through strategic initiatives and performance monitoring.
- Conduct market research and identify attractive investment opportunities across various sectors.
- Prepare investment committee materials and present findings to senior leadership.
- Collaborate with internal and external stakeholders, including management teams and co-investors.
Requirements
- 2-4 years of experience in investment banking with strong financial modeling and analytical skills.
- Proven ability to manage multiple workstreams and deliver under tight timelines.
- Strong academic background from a reputable institution.
- Excellent communication and presentation skills, with the ability to interact directly with senior decision-makers.
- Entrepreneurial mindset and interest in working within a lean, collaborative team environment.
