Your Role - Lenora Capital Fund:
- Source, track, and manage deal flow
- Coordinate and lead meetings
- Conduct due diligence and evaluate potential investment opportunities
- Perform and present market analyses
- Actively support portfolio investments with initiatives such as financial modeling, recruiting, and networking with clients.
- Develop and manage a robust network of industry relationships
- Upload, update, and manage information in the CRM system
- Create memos for the Investment Committee to facilitate discussion and investment decisions.
- 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.
Your Role - Client and Service Team Support
- 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
- 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
Your Experience:
- 3-5 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 considered in office, full-time, and exempt
Compensation:
- Pay: $100,000 - $130,00 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.
Top Skills
What We Do
Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about.
For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.