OVERVIEW
Cedar Pine, an established family office, seeks an Investment Associate for its private company Investments Team. The investment platform focuses on direct investments, providing growth capital to profitable businesses, and will invest at multiple points during a company’s lifecycle, including taking privates and M&A. Opportunistically, we may also invest in earlier-stage entities. Cedar Pine currently focuses on non-life science healthcare and national security/defense sectors, with the flexibility to invest in other industries. The team continues to build out investment themes in other verticals, expanding our opportunity set while providing new team members a role in shaping our approach in these areas of interest. Cedar Pine will lead transactions or partner with sponsors and other family offices. The team will invest in funds that advance our investment strategy in select instances. This is an exciting opportunity to work directly with an accomplished investor on a highly collaborative team in support of a rapidly growing and diverse portfolio of private investments and have a considerable impact.
Cedar Pine has a hybrid in-office work policy, which requires three days per week on-site in Northbrook.
RESPONSIBILITIES
- Reports to the Managing Director on the Investment Team and is responsible for assisting the Managing Director in all aspects of direct investments and performing rigorous research related and unrelated to a specific transaction.
- Perform in-depth due diligence and assist in preparing formal recommendations for investment opportunities.
- Contribute to the investment process during all stages of the deal life cycle, including introductory meetings, due diligence, financial modeling, presenting to the investment committee, deal execution, closing and ongoing portfolio monitoring.
- Research and prepare investment memorandum.
- Build investment memorandum and develop supporting analyses to back conclusions.
- Lead and support financial modeling exercises, including but not limited to discounted cash flows, comparable company analysis, precedent transaction analysis, returns analysis, and investment distribution waterfalls.
- Analyze and research market sectors as directed for theme development and investment due diligence.
- Effectively communicate findings, questions, and ideas among the investment team internally, on due diligence calls, and with the broader investment committee.
- Track deal process stages and monitor the existing pipeline of new opportunities.
- Outreach to targeted businesses that may be candidates for an investment from Cedar Pine.
- Balance the investment objectives of the platform with external parties’ goals to reach attractive compromises while always protecting the family’s best interests.
QUALIFICATIONS & SKILLS
- Bachelor’s degree from a leading four-year educational institution, MBA preferred.
- 2-4 years of industry experience as an investment banker or in other equity analysis roles and/or as an investor at a buy-side institution, e.g., a private equity firm or family office.
- Driven to perform rigorous research with top-tier financial modeling skills, and ability to analyze potential transactions with an open mind and without bias.
- Exceptional attention to detail with the ability to perform multiple tasks in a fast-paced, entrepreneurial environment.
- Self-motivated, critical thinker with an intellectual curiosity that will pair with and contribute to a strong team.
- Collaborative demeanor with proactive and inclusive interpersonal and communication skills.
- Willingness to step up and down as needed to ensure work product is high quality and delivered on time.
- High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion.
- A strong work ethic and ability to elicit confidence from the organization.
- Experience with investment databases and deal CRM platforms, such as Pitchbook and DealCloud, are pluses but not required.
ABOUT
Cedar Pine is a private investment firm specializing in strategic, long-term assets. Cedar Pine’s team strives to create value by applying and building on decades of unique expertise as operators and investors in healthcare, finance, and real estate. Cedar Pine is not an investment adviser and does not accept outside capital.
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