Americas Private Equity – Software

Post-MBA Principal Hire

Menlo Park, CA

Seeking team-oriented Executive with experience in Technology to support sector theme development, transaction execution, and portfolio monitoring for the Americas Private Equity – Software industry group.

The Executive will be an integral member of a small team of investment executives. Operating in a lean environment, the Executive will be responsible for key aspects of projects ranging from theme development to investment execution to portfolio company oversight. The Executive will be expected to operate both independently as well as to manage Associates and oversee third party advisors, as appropriate. The Executive will also be expected to support firm-wide initiatives and collaborate on specific projects across sector groups as needed.

Responsibilities:

• Lead aspects of investment sourcing by conducting sector research, and thematic development independently and in conjunction with outside parties.
• Support transaction execution by working closely with senior investment executives to:
• conduct / oversee financial modeling and investment structuring analysis
• structure due diligence approach and managing third party due diligence providers
• synthesize findings into internal investment committee presentation materials
• structure debt financings
• assist with negotiating key transaction terms.
• Support portfolio company oversight by assisting in regular monitoring, strategy development, M&A and other special projects, as necessary
• Oversee and mentor junior executives and add to firm culture

Skills:

• Technical skills
  • Modeling skills highly evolved:
    • able to customize and incorporate a variety of capital structures and company structures
    • able to translate strategies and business plans into detailed models
  • Detailed understanding of capital structures; ability to propose appropriate capital structures for a given situation
  • Ability to apply technical skills to problem solve a situation or issue
  • Committed to high quality of work and checks work thoroughly
  • Ability to balance importance of detail and comprehensive understanding

• Investing acumen / commercial results
  • Understands business models, able to identify key investment merits and risks/mitigants
  • Ability to examine available data and determine appropriate analyses
  • Ability to interpret analyses and develop insights and conclusions
  • Ability to identify key value creators and risks of an investment, synthesize conclusions into overall sense of value and structure, determine leverage points in the investment strategy
  • Operates with "One-Firm" approach; acting laterally, sharing ideas, leveraging full firm to help maximize economics
• Sector insight in Technology
  • Well-developed familiarity with industry terminology
  • Understanding of industry structures and business models
  • Significant contributions to decisions re: sub-sector focus

Personal and Inter-Personal:

• Attitude and Team Orientation
  • Team orientation – consistently seeks to put success of the team as primary objective
  • Eager to take on tasks small and large and outperform expectations
  • Positive attitude, eagerness to learn, and adjust own style to meet team expectations
  • Proactive in executing assignments and taking on additional responsibility
  • Pro-actively ask questions, deliver results, without significant supervision
  • Self-starter – takes ownership of work
• Results orientation
  • Provides maximum leverage to deal team members
  • Delivers high quality effort and end product
  • Provides insightful input/analysis, answering “so what” questions vs. presenting data
  • Innovative / thinks outside-the-box
  • Knows when to ask questions or find answers individually
• Communication
  • Communicates frequently and comprehensively with deal team members
  • Remains composed under pressure
  • Addresses conflict before it becomes a major issue
  • Mentor other members in team – ask for and deliver feedback unsolicited
• Management Skills
  • Ability to lead deal teams, third parties, through a process. Manage time of other members of team to maximize value add
  • Consistently manages expectations to meet or exceed deadlines
  • Multitasks while maintaining high quality standards
  • Plans ahead and foresees potential issues
• Culture and Values
  • Actively engages in firm events (recruiting, training, diversity initiatives, etc.)
  • Operates with full integrity & ethical conduct
  • Preserves the firm's reputation
  • Openly expresses opinions
  • Encourages/enables candid debate Fairness and respect

Experience:

• Current full-time MBA student with anticipated graduation date of Spring 2024
• 4-6 years of work experience
• A minimum of 2 years of Technology sector experience
• Private equity / principal investment experience
• Experience managing third parties / leading aspects of transaction processes