Private Equity Associate
Posted on 7/19/2023
Brighton Jones

51-200 employees

Personalized wealth management for fulfilling lifestyles.
Company Overview
Brighton Jones stands out as a company that prioritizes aligning individual values with financial goals, offering a unique approach to wealth management that goes beyond mere financial stability to encompass overall happiness. Their dynamic financial planning adapts to changing situations, ensuring a tailored and evolving strategy for each client. This focus on personal fulfillment and adaptability sets them apart in the industry, making them a compelling choice for those seeking a holistic approach to wealth management.

Company Stage


Total Funding





Seattle, Washington

Growth & Insights

6 month growth


1 year growth


2 year growth

Seattle, WA, USA
Experience Level
Desired Skills
Finance & Banking
  • 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 an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility
  • Source, track, and manage deal flow
  • Coordinate and lead pitch meetings
  • Conduct due diligence and evaluate potential investment opportunities
  • Perform and present both company and market level analyses
  • Assist Managing Directors with deal execution from term sheet development through due diligence and legal documentation
  • Actively support portfolio companies with initiatives such as financial modeling, recruiting, and networking with clients
  • Develop and manage a robust network of industry partnerships
  • 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
  • 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
  • Review existing client portfolios and proactively consider strategic and tactical opportunities based on market dynamics
  • 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