Private Equity Associate

Brighton Jones

  • Seattle, WA
  • Permanent
  • Full-time
  • 1 month ago
  • Apply easily
Ready to make a meaningful impact?At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards, including Inc.com's 2025 list, as well as national honors for community impact.We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.Lenora Capital, Brighton Jones' private investment team, is an exciting new endeavor that deploys capital across private equity, venture capital, and real estate investment opportunities and also provides consultative support to clients around their individual private investing activities.We are seeking our next experienced Private Equity Associate, who will primarily focus on investments in private companies. This role will have broad responsibilities, supporting the team in sourcing investment opportunities, conducting due diligence, managing industry partnerships, executing market research, and engaging with portfolio investments. Additional responsibilities will include responding to and managing requests from the Brighton Jones client service teams to support client investment activities.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.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Brighton Jones