Our client is a family office investing in real estate and private equity transactions.
FAMILY OFFICE SENIOR ASSOCIATE
The Senior Associate will be responsible for capital raising & investor relations work streams as well as deal execution and portfolio management. The team is looking to bring on a Senior Associate who; is detail oriented, a problem solver, has strong interpersonal skills, and has a very high ceiling for growth and development at the family office. This is a long-term hire.
RESPONSIBILITIES
Develop and maintain relationships with investors and stakeholders
Execute investor requests, address investor questions, and respond to inquiries
Coordinate the preparation of materials for investor meetings including drafting presentations, generating back pocket/support materials, and organizing agendas
General firm level ad-hoc projects and Chief-of-Staff duties
Attend conferences and maintain/market the family office's brand with the team
Serve as the main point of contact between the team and Operating Company leadership teams (CFO and Operators) portfolio management teams
Conduct portfolio management duties that will include industry research, client communications, and financial reporting
Identify key areas for improvement and help streamline IR processes
Serve in interim financial/operational leadership roles, as needed
Assist the team with deal execution and underwriting workstreams
Preparing IC and managing select 3rd parties and diligence documentation
Participating in IC meetings and helping to own the LBO/Operating model in PE deals
REQUIREMENTS
Bachelor's degree in business or related field required
Ideally 4-7 years experience within M&A, Investment Banking, Private Equity, Corporate Development, or similar field
Advanced proficiency with Microsoft Office (Excel, PowerPoint, Word, etc.)
Ability to underwrite and structure a control private equity investment
Possess a strong sense of "relative value" across PE, Real Estate, and structured equity
Foundation with real estate transactions and capital raising helpful, but not required
A long-term desire to be based in Austin, TX is highly preferred
A proven track record of successful diligence and deal execution
A strong work ethic and entrepreneurial disposition