Assistant Director, Advisor Equity Partnerships
Core
Analyzes investment opportunities, develops recommendations, leads financial underwriting and valuation, and executes minority equity investments in independent wealth management firms.
Role type
Senior IC investment analyst / corporate development associate
Builds
Minority equity investments in independent wealth management firms
Domain
Financial services / Wealth management / Private equity
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, Valuation, Investment analysis, Transaction execution, Due diligence, Portfolio monitoring, Strategic finance, Business acumen, Project management, Stakeholder management
Preferred skills
Wealth management industry knowledge, Professional services business models
Technologies
Financial modeling tools, Valuation frameworks
Responsibilities
Develop investment recommendations through qualitative and quantitative analyses; Build and maintain financial models for underwriting and valuation; Evaluate advisor firms and investment opportunities; Lead day-to-day transaction execution and coordinate cross-functional diligence; Support negotiation, structuring, and documentation of investment transactions; Monitor portfolio company performance and support reporting; Research industry trends to support investment decisions; Refine investment processes and valuation frameworks.
Seniority
Mid-Senior, hands-on IC