Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?
Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. From the very start, we have been an award-winning organization, from countless Best Places to Work awards — including Seattle Business Magazine’s Best Companies to Work for 15 years in a row — to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community. We are industry leaders, pioneering the next change in the wealth management industry with our focus on aligning our clients’ money with what matters to them through MESI (Mindfulness, Emotional and Social Intelligence). This allows us to help our clients align their resources with their values, passions, and purpose so they live happier, healthier lives.
Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets. Every teammate has a path to ownership in the firm. We’re looking for driven individuals who bring a "How can I help?" attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues. Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive.
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 looking for our next experienced Private Equity Associate that will primarily focus on investments in private companies. This role will have broad responsibilities working with the team to source deals, conduct due diligence, manage industry partnerships, execute market research, and engage with portfolio companies. Additional responsibilities will include responding to and managing requests from the Brighton Jones client service teams, supporting client investment activities, and developing individual portfolio strategies.
Your Role - Lenora Capital Fund:
- 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.
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
- 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
Your Experience:
- 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.
Compensation:
- Pay: $120,000 - $150,000 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.
Our Company
Our #OneTeam feels a sense of connection, pride, and ownership with our mission, vision, values, and objectives. We are committed to building a business where 100% of our team members genuinely love where they work and are supported by their colleagues. We do this through building authentic relationships with one another, supporting each other to continuously learn and grow, working hard while having lots of fun, and giving back to our community.
We are a team founded on equity and respect, and we’re on a mission to help our clients, teammates, and global community thrive. Brighton Jones is committed to building a team comprised of diverse backgrounds, ideas, and experiences. We actively foster a compassionate and inclusive culture, one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential.
To the right individual, we offer very competitive compensation, benefits package, and rewarding career opportunities. If you’ve been reading this job description thinking to yourself, this is the place for me, include in your cover letter why you’re excited to join our growing #OneTeam and be sure to describe how the opportunity aligns with your career objectives.
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.
What to expect in the hiring process
1. Values in Action Self-Assessment - at Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into behaviors and part of the application process includes completing a
brief self-assessment on our Values in Action. 2. Initial Interview - this 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.
3. Role Alignment - next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.
4. Full Loop - you’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening for examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.
5. Personal Reference Calls - in this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.
6. What’s Next - interviewing is time consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.
