Investment Associate

Investment Associate

Overview

Cedar Pine seeks an Investment Associate for its private company Investments Team. Investment Associates are key to the team by conducting diligence, analyzing companies & industries, and creating presentations to share key insights with the rest of the team. Cedar Pine’s investment platform focuses on direct investments in privately held, high-growth businesses and invests at multiple points during a company’s lifecycle, including growth financings and late-stage buyouts.

The platform has a dual focus on the healthcare and defense industries, with flexibility to selectively invest in other verticals. Additionally, the team continues to research additional sectors to build investment theses and expand our cannon. The platform will lead de novo financings or follow in syndicated deals, coinvest alongside sponsors and lead control transactions. Furthermore, the platform will support portfolio companies via subsequent investments as they grow.

In select instances, the team will invest in funds that advance the investment strategy. This is an exciting opportunity to work with accomplished investors within a highly collaborative team, support a rapidly growing and diverse portfolio of private investments, and have a considerable impact on the family office investment strategy.

Cedar Pine has a hybrid in-office work policy, which requires three days per week on-site in Northbrook.

RESPONSIBILITIES

• Reports to the Vice President of Investments on the Investment Team and is responsible for assisting the VP in all aspects of direct investments, including company & market analyses and industry research.
• Perform in-depth due diligence and prepare formal investment memos for the family.
• Contribute to the investment process during all stages of the deal life cycle, including sector research, introductory meetings, due diligence, financial modeling, management and banker calls, presentations to the investment committee, deal execution, and ongoing portfolio monitoring.
• Utilize financial analyses to create alternate projections to objectively demonstrate downside protection and support conclusions for integration within investment presentations.
• Lead financial modeling exercises, including integrated three-financial statement models, discounted cash flows, comparable company analysis, precedent transaction analysis, investment returns analysis, and entity distribution waterfalls.
• Analyze and research market sectors for theme exploration, thesis development and deal 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 and management teams that may be potential investments for 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.
• 4-6 years of industry experience spanning investment banking or other equity analysis roles and investing 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 free of selection bias.
• Exceptional attention to detail with the ability to perform multiple tasks in a fast-paced, entrepreneurial environment.
• Experience with the complete transaction process and successful deal closing(s).
• Self-motivated, critical thinker with an intellectual curiosity that will pair with and contribute to a strong team.
• Innate desire to dig deep for information, immerse oneself in research to arrive at a well-informed conclusion, as opposed to a convenient or shallow finding.
• 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…