Associate, Private Equity Advisory

Posted 9 Days Ago
Be an Early Applicant
New York, NY
Hybrid
110K-120K Annually
Entry level
Financial Services
The Role
The Associate position at Kingfish Group involves supporting private equity partners in evaluating investment opportunities and managing projects. Responsibilities include building relationships with industry executives, synthesizing information into insights for investment decisions, managing project plans, and leading company-wide initiatives to improve team effectiveness.
Summary Generated by Built In

About Kingfish Group

Kingfish is a different kind of private equity firm. We have pioneered a new approach to private equity investing that places us at the intersection of people, ideas and capital. At the core of our efforts are deep, systematic relationships with proven operating executives. Our firm comprises two core business segments; our private equity investment business and an advisory business that supports a limited set of high-performing PE sponsors as they identify, invest in and grow businesses. Our philosophy is to find the best people and give them the freedom to learn, innovate and outperform. In that spirit, we are structured to ensure that each individual contributes substantially to firm strategy and goals, and there is extensive feedback on performance. We pride ourselves on assembling high-performing teams to pursue inspiring goals.


Position Summary

Our Associates work closely with our private equity firm partners, operating as an extension of their deal teams to evaluate investment opportunities and advance portfolio company initiatives. Specifically, Associates are responsible for (a) Building relationships with industry executives and aligning them to support the team throughout the investment process (b) Synthesizing information and translating it into key insights that support investment decision making, (c) Managing projects to deliver high impact insights and relationships that provide an advantage to the team (d) Leading company-wide initiatives that improve how we do our work and make us a stronger team.


Responsibilities

● Build relationships with industry executives and align them to support the team throughout the investment process

○ Guide our research team as they identify industry executives and other primary information relevant for a particular investment opportunity

○ Lead calls with industry executives, serving as the primary point of contact and ambassador for the firm

● Synthesize information and translate into key insights that support investment decision making

○ Analyze industries, markets and competitive landscapes to better understand investment opportunities

○ Perform primary diligence as needed alongside executive advisors throughout the deal process

○ Identify key insights from information and recommendations gathered from conversations with industry executives and research

● Manage projects to deliver high impact insights and relationships, providing an advantage to the team

○ Manage project plans and deal timelines, working closely with senior leaders at our private equity partners to ensure our work is focused on the highest priorities and maximum impact

○ Create and deliver high quality presentations and memoranda for our Partners as well as Kingfish leadership (e.g. primary diligence deliverables, executive spec documentation, and Kingfish Investment Committee discussions)

● Lead company-wide initiatives that improve how we do our work and make us a stronger team.

 

Qualifications

● Bachelor’s degree with 1 year of relevant work experience.

● Relationship Building: High EQ with advanced written/ verbal communication skills, executive presence and an ability to build relationships with stakeholders at all levels

● Intellectual Curiosity & Creativity: thoughtful in asking questions and pursuing answers, excited to learn

● Structured Thinking &Analytical: breaks down complex problems and solves them in creative ways

● Communication & Information Synthesis: effectively identifies key insights and presents insights

● Project Management: ability to manage multiple concurrent projects with tight timelines

● Proactive & Collaborative: team player that takes initiative to improve the team and the firm

Equal Opportunity Employment Policy

Kingfish Group is an equal opportunity employer and makes employment decisions on the basis of merit. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, gender identity or gender expression, national origin, religion, marital status, medical condition, disability, genetic characteristics, military service, military or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Our management team is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. The Company’s commitment to equal opportunity employment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company, including partners and coworkers, as well as outside third parties including clients and vendors.

The Company
HQ: San Francisco, CA
161 Employees
On-site Workplace
Year Founded: 2004

What We Do

The Kingfish platform is unlike any other in private equity.
We believe relationships with the right on-point experience can dramatically change the trajectory of a business. As private equity advisors and investors our platform ensures we make that impact every time.

Our network includes seasoned, on-point executives who have been customers, competitors and key suppliers to the business, meaning they don’t just know the answers – they know the right questions to ask.

Our Privileged Position
We work on 200+ pre-screened private equity situations annually along with our capital partners. Our breadth and depth means far-reaching opportunities not usually available to any single firm. This enables deeper executive relationships with the best practices and processes that ultimately drive success.

Our Partnership-First Approach
Partnership is core to our approach. We partner with executives, businesses and other investors, with the primary goal of crafting great investments and building superior businesses. By cultivating and developing partnerships with a cross section of high caliber people and partners, we are a stronger advisor and investor.

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