Associate Michael Page

About The Job

• Boston-based Private Family Office seeks a private equity investment Associate to join their growing investment team in Boston, MA.

Client Details:

• My client is a Private Single-Family Office with a strong (25+ year) pedigree and impressive track record.
• They have over $6B 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 associate-level hire.

Description:

• Reporting to the CEO of the US, the Associate is generally responsible for providing analytical support to the senior leadership.
• Associate’s primary responsibilities include due diligence, analysis, and sourcing of investment opportunities, focusing largely on entertainment, technology, and energy investments.
• The Associate also assists in conducting capital market, industry, and asset class research and due diligence.

Main Duties and Responsibilities Will Include the Following:

• Supervise junior members of the investment team and manage multiple workstreams
• Prepare financial models (LBO etc.) for the team across industries and sectors to support mandate processes
• Analyze financial data to build financial models, review direct equity investments
• Evaluate data and use information to make informed financial decisions
• Synthesize and articulate inputs required for investment in these
• Handle initial screening of private investments and due diligence process; summarize investment opportunities for senior leadership
• Market/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 the current investment portfolio
• Recommend future investments
• Compose and deliver quarterly sector research reports for internal distribution
• Please 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 by Page Executive Boston.

Desired Skills and Experience:

• Bachelor’s Degree required – essential
• 2+ years of relevant investment banking experience – essential
• Strong LBO experience – essential
• Understanding of complex financial modeling – essential
• Ability to work from Downtown Boston daily.
• Limited flexibility is available, but the role is mainly in-office (Financial District) – essential

Pay: $175,000 – $180,000