Job Description

Our client, a prestigious family office in the Bay Area, is targeting an associate to join its private team. The Associate will research investments, monitor portfolio developments, and analyze investment performance across funds and co-investments within venture and private equity. He or she will also prepare and present materials to CMC’s Investment Committee and Advisory Board.

Responsibilities

• Source and evaluate venture capital, LBO, and other opportunistic private equity funds
• Assist in review of all deal flow for co-investments/directs, maintenance of pipeline, and due diligence research
• Research target areas including middle market private equity in the US, Europe and to a lesser extent Asia, identify best in class managers, and gain access to these managers
• Play significant role in market mapping and creation and management of manager target lists
• Cultivate and maintain relationships with managers
• Assist in performing due diligence on funds, creating investment memorandums, monitoring the existing fund portfolio, tracking the overall private equity industry, and developing investment strategies
• Assist in private equity portfolio forecasting
• Assist in ongoing manager monitoring and portfolio administration
• Read and report on manager correspondence
• Support review process for amendments
• Attend annual meetings and serve as either a primary or secondary point-person at GP informational meetings

Qualifications

• Minimum of 3-5 years with buy-side experience strongly preferred
• Strong interpersonal skills, including the ability to integrate quickly into a small team of investment professionals and network within the private equity community. This role requires a high degree of interaction with senior investment and private equity professionals, both with senior members of the team and independently.
• Robust quantitative skills, including proficiency with Excel and statistical techniques. Must be detail-oriented and have the ability to quickly learn/apply investment modeling concepts.
• Bachelor’s degree required - finance educational background preferred. MBA, CFA, or CAIA helpful but not required.
• Marked interest in private equity and investment management.
• Superior written and oral communication skills.
• Experience in project management and coordination.

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