Private Equity Associate at Brighton Jones

Seattle, Washington, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Private Equity, Investment ManagementIndustries

Requirements

3-5 years of experience in venture capital, private equity, investment banking, or management consulting
Comfortable discussing and translating analytical concepts in a live, client-facing environment
Outstanding communication skills as well as strong analytical and presentation abilities
Organized and detailed as required to handle multiple client relationships with contending priorities and coordinate team member resources most effectively
Series 65 license or CFA Charter a plus
Undergraduate degree required
Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job

Responsibilities

Source, track, and manage deal flow
Coordinate and lead meetings
Conduct due diligence and evaluate potential investment opportunities
Perform and present market analyses
Actively support portfolio investments with initiatives such as financial modeling, recruiting, and networking with clients
Develop and manage a robust network of industry relationships
Upload, update, and manage information in the CRM system
Create memos for the Investment Committee to facilitate discussion and investment decisions
Create materials for the investor group, including portfolio updates, investment memos, pipeline updates, event-driven notifications, quarterly reporting, etc
Coordinate with Operations Team regarding capital tracking, wires, investor account statements, legal entity formation, capital call and distributions, document management, tax reporting, etc
Field in-bound requests from Advisors and deliver value-add observations and recommendations specific to client situations
Provide quantitative and qualitative insight for Brighton Jones clients including review pitch decks, evaluate term sheets, and analyze financial models
Collaborate on creation of educational and marketing content such as webinars, articles, and white papers
Support Brighton Jones’ business development and prospecting efforts with private investment subject matter expertise
Train and mentor PCFO client service team members

Skills

Private Equity

Due Diligence

Financial Modeling

Market Analysis

Deal Sourcing

Portfolio Management

Investor Relations

Deal Flow Management

Brighton Jones

Wealth management and financial planning services

About Brighton Jones

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.

Seattle, WashingtonHeadquarters

1999Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Parental Leave

Commuter Benefits

Wellness Program

Risks

Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.

DIY financial planning tools could reduce demand for traditional advisory services.

Investments in volatile sectors expose Brighton Jones to significant market risks.

Differentiation

Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.

They emphasize a holistic approach, integrating personal values with financial goals.

Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.

Upsides

Growing demand for ESG investing aligns with Brighton Jones' holistic approach.

Aging population increases demand for retirement planning, benefiting Brighton Jones' services.

AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.

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