Investment Associate – Private Markets

Job Description

Investment Associate | Brighton Jones

The Tone:
This is a full-time, in-office role at Brighton Jones. Brighton Jones operates as a purpose-driven, client-focused team dedicated to helping individuals achieve richer lives, recognized as one of the largest RIAs in the nation with over $30 billion in assets under advisement. The company fosters a culture of continuous growth, collaboration, and community, earning multiple “Best Places to Work” awards. This Investment Associate position is key within Lenora Capital, Brighton Jones’ private investment team, playing a crucial part in sourcing, evaluating, and supporting investments in private companies and fund managers, thereby directly impacting client success and the firm’s growth trajectory.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-office
• Pay: $100000–$130000 yearly
• Team: Part of Lenora Capital, Brighton Jones’ private investment team
• Mission: Source, evaluate, and support private market investments and fund managers across the full investment lifecycle.
• Tech Stack: Microsoft Office (Excel, Word, PowerPoint)

What You’ll Actually Do
• Drive investment projects: Independently take ownership and manage assigned projects, investments, or advisory opportunities, ensuring thorough execution from initiation to completion.
• Manage deal flow: Actively source, track, and manage deal flow across diverse private market opportunities, including private equity, venture capital, and real estate, to expand the investment pipeline.
• Conduct due diligence: Perform rigorous financial analysis, modeling, and comprehensive due diligence to meticulously evaluate potential investments, identifying key insights and risks.
• Support portfolio companies: Provide consultative support to portfolio companies through initiatives such as financial modeling, recruiting assistance, and business development efforts.
• Provide internal advisory: Partner with internal advisors to deliver insightful recommendations and strategic guidance on private investment opportunities, and contribute to internal educational initiatives.

The Must-Haves
• Background: Undergraduate degree required, with foundational knowledge of the investment industry and strong business acumen.
• Experience: 2–3 years of experience in investment banking, private equity, venture capital, investment consulting, or related investment roles.
• Skills: Strong analytical and financial modeling skills; ability to manage multiple priorities and follow through on assignments independently; proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Bonus: Series 65 license, CAIA or CFA charter candidate.