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:
- Building relationships with industry executives and aligning them to support the team throughout the investment process
- Synthesizing information and translating it into key insights that support investment decision making,
- Managing projects to deliver high impact insights and relationships that provide an advantage to the team
- Leading company-wide initiatives that improve how we do our work and make us a stronger team.
- 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.
- 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
- Critical Thinking: 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
Qualifications
- Bachelor’s degree with 2-3 years of experience within consulting or financial services
Skills Required
- Bachelor's degree
- 2-3 years of experience within consulting or financial services
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.









