Private Equity Associate

Lenora Capital, Brighton Jones’ private investment team, is an exciting new endeavor that deploys capital across private equity, venture capital, and real estate investment opportunities and also provides consultative support to clients around their individual private investing activities.

We are looking for our next experienced Private Equity Associate that will primarily focus on investments in private companies. This role will have broad responsibilities working with the team to source deals, conduct due diligence, manage industry partnerships, execute market research, and engage with portfolio companies. Additional responsibilities will include responding to and managing requests from the Brighton Jones client service teams, supporting client investment activities, and developing individual portfolio strategies.

• Source, track, and manage deal flow
• Coordinate and lead pitch meetings
• Conduct due diligence and evaluate potential investment opportunities
• Perform and present both company and market level analyses
• Assist Managing Directors with deal execution from term sheet development through due diligence and legal documentation
• Actively support portfolio companies with initiatives such as financial modeling, recruiting, and networking with clients
• Develop and manage a robust network of industry partnerships
• 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
• Review existing client portfolios and proactively consider strategic and tactical opportunities based on market dynamics
• 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

• 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
• This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.

• Pay: $120,000 - $150,000 per year

• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.

Our Company

We are a company that uses creativity and passion to help our clients, colleagues, and the global community live richer lives. We are a nationally recognized wealth management firm with a strong talent focus.

At Brighton Jones, we are passionate about building a team of people with diverse backgrounds, ideas, and experiences. Varied voices and perspectives make us stronger, and we believe that individuality—your secret sauce! —allows us to be more successful as a group, raise the bar in all that we do, and enables us to better serve our clients and the global community.

Our strong cultural DNA is vital to who we are and the services we provide as a firm. Our MESI program (Mindfulness, Emotional, and Social Intelligence) empowers our employees, clients, and community to be present and act with intention and compassion. Through a growth mindset, we work to inspire, support, challenge, and motivate each other to be the best version of ourselves every day.

To the right individual, we offer a very competitive compensation and benefits package for our industry.  If you meet the above requirements, please apply online. In your cover letter, please describe your professional passions and ultimate career objectives.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. Improper interference with the ability of Brighton Jones’s employees to perform their job duties may result in discipline up to and including termination.

Salary : $120,000 - $150,000