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Investment Associate

Company: Robert Half
Location: Los Altos
Posted on: April 9, 2021

Job Description:

Ref ID: 00758867Classification: Investment AnalystCompensation: DOERobert Half is currently conducting a search for a high-net-worth Family Office in the Palo Alto area for a Sr. Investment Associate. This is a unique opportunity to analyze, source and participate in highly interesting and complex private equity investments for the Principal and two Foundations. The focus is on high-tech and healthcare technology investing and the Principal has signed the Giving Pledge and the foundations do meaningful humanitarian work.Responsibilities will include:---Analysis of investment opportunities (fund commitments as well as direct investments) including:

  • Financial modeling, valuation and return analysis
  • Market and industry research
  • Due diligence on management, customers, competitors, etc. ---Preparation and review of transaction documentation, including term sheets, letters of intent, LP agreements, subscription documents, etc.---Monitoring and analysis of current portfolio investments including financial modeling, projected return analysis, and quarterly portfolio valuation analysis---Preparation of materials for investment committee discussions and approvals---Development of proficiency with investment management softwareJob Requirements:Successful candidates will possess: --- Bachelor's degree (technical degree, preferred) from a top university or college--- 3+ years' experience at a private equity firm, or at an actively investing family office with a similar investment model--- 2+ years' experience with a leading investment consulting firm or investment bank (preferably with significant technology experience as well as some deep vertical experience)--- Ability to multi task and function well in a high pace environment--- Outstanding financial modeling and analytical skills--- Demonstrated competency with financial statement analysis, valuations, accounting and finance--- Demonstrated ability and interest in working with a small group of professionals --- High degree of professionalism and strong, clear communication skillsThe ideal candidate will be able to work onsite in the Family Office, though a blend of remote and onsite work is available. Competitive compensation, benefits and bonus.For immediate consideration please call Amanda Howell at right after applying to this position.Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs. When you work with us, you're working with the best. Robert Half has been recognized as one of FORTUNE's "Most Admired Companies" every year since 1998 and was No. 1 on Forbes' annual ranking of America's Best Professional Recruiting Firms. Questions? Call your local office at 1.. All applicants applying for U.S. job openings must be legally authorized to work in the United States. -- 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( ).

Keywords: Robert Half, San Francisco , Investment Associate, Accounting, Auditing , Los Altos, California

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