Five Arrows, Secondary Opportunities, Associate, NY

Rothschild & Co•New York, NY

74d•$150,000 - $160,000•Onsite

About The Position

Five Arrows is the investment arm of the Rothschild & Co group focused on alternatives. It deploys the firm's capital, alongside that of a select set of leading institutional and private investors. Five Arrows has over $30bn under management and manages a series of funds dedicated to corporate and secondary private equity, multi-managers funds and co-investments as well as liquid and private credit. Our business is founded on three inter-twined principles - our passion for investing, respect for risk, and culture of partnership - all of which define who we are today. Five Arrows has grown rapidly, from €2 billion in assets under management in 2010 to more than €30 billion today, and is looking for an Associate to join the investment team of Five Arrows Secondary Opportunities ("FASO"). FASO is a specialist in the direct secondaries market with a long-standing history and expertise in Europe and an expanding operation in the U.S. The fund’s investment strategy targets small and mid-cap GP-led transactions and covers the entire spectrum of the private equity asset class, including buyout, expansion capital and growth equity transactions, with an emphasis on healthcare, technology and business services. The Investment Associate role demands excellent communications skills, strong analytical insight and financial modeling capabilities, creativity in accessing and processing information, the ability to balance multiple workstreams, but most importantly, the ability to work effectively in a cross-border collaborative environment and a passion for private equity investing.

Requirements

Ideal candidates will have 2-4 years of relevant experience, including but not limited to investment banking, private equity, and/or consulting experience.
Strong fundamental knowledge of accounting and corporate finance
Robust analytical and quantitative skills, including substantial experience in company and industry research, financial statement analysis, financial modeling and valuation
Excellent proficiency in Microsoft Excel and PowerPoint
Comfort with or willingness to develop proficiency with cutting-edge financial tools, including AI
Ability to comprehend new business models, markets, and companies and identify key considerations with guidance from senior investment professionals
Results-oriented personality, strong judgment and critical thinking skills
Ability to articulate and present points of view and ideas effectively, both verbally and through written communication
Proven ability to successfully multi-task, along with strong attention to detail
Intellectually curious, proactive, innovative, creative and forward thinking
Strong sense of integrity and character, demonstrated ability to maintain humility and even temperament in a fast-paced and competitive investment environment
A passion for understanding and investing in the private equity industry

Responsibilities

Work on lean deal teams to perform due diligence of investment opportunities, including conducting market and company research, formulating valuation analyses, creating, running and managing financial models, and developing balanced, fact-based investment recommendations
Prepare and present investment memorandums, summarizing key diligence findings and financial analyses, and partake in diligence discussions and investment committee meetings
Actively participate in meetings with general partners, company management teams, advisors, and industry experts to source and evaluate investment opportunities and develop market insights
Monitor the investment performance of the FASO portfolio and assist with reporting needs to limited partners of the fund