Supports private equity deal teams by building executive relationships, guiding primary research, analyzing industries and competitive landscapes, synthesizing diligence into investment insights, managing deal timelines, and preparing presentations and memoranda. The Associate also leads firm-wide initiatives to improve team effectiveness and work processes.
About Kingfish Group
Kingfish is a different kind of private equity firm. We have pioneered a new approach to private equity investing that places us at the intersection of people, ideas and capital. At the core of our efforts are deep, systematic relationships with proven operating executives. Our firm comprises two core business segments; our private equity investment business and an advisory business that supports a limited set of high-performing PE sponsors as they identify, invest in and grow businesses. Our philosophy is to find the best people and give them the freedom to learn, innovate and outperform. In that spirit, we are structured to ensure that each individual contributes substantially to firm strategy and goals, and there is extensive feedback on performance. We pride ourselves on assembling high-performing teams to pursue inspiring goals.
Our Associates work closely with our private equity firm partners, operating as an extension of their deal teams to evaluate investment opportunities and advance portfolio company initiatives.
Specifically, Associates are responsible for:
- Building relationships with industry executives and aligning them to support the team throughout the investment process
- Synthesizing information and translating it into key insights that support investment decision making,
- Managing projects to deliver high impact insights and relationships that provide an advantage to the team
- Leading company-wide initiatives that improve how we do our work and make us a stronger team.
- Build relationships with industry executives and align them to support the team throughout the investment process
- Guide our research team as they identify industry executives and other primary information relevant for a particular investment opportunity
- Lead calls with industry executives, serving as the primary point of contact and ambassador for the firm
- Synthesize information and translate into key insights that support investment decision making
- Analyze industries, markets and competitive landscapes to better understand investment opportunities
- Perform primary diligence as needed alongside executive advisors throughout the deal process
- Identify key insights from information and recommendations gathered from conversations with industry executives and research
- Manage projects to deliver high impact insights and relationships, providing an advantage to the team
- Manage project plans and deal timelines, working closely with senior leaders at our private equity partners to ensure our work is focused on the highest priorities and maximum impact
- Create and deliver high quality presentations and memoranda for our Partners as well as Kingfish leadership (e.g. primary diligence deliverables, executive spec documentation, and Kingfish Investment Committee discussions)
- Lead company-wide initiatives that improve how we do our work and make us a stronger team.
- Relationship Building: High EQ with advanced written/ verbal communication skills, executive presence and an ability to build relationships with stakeholders at all levels
- Intellectual Curiosity & Creativity: thoughtful in asking questions and pursuing answers, excited to learn
- Critical Thinking: breaks down complex problems and solves them in creative ways
- Communication & Information Synthesis: effectively identifies key insights and presents insights
- Project Management: ability to manage multiple concurrent projects with tight timelines
- Proactive & Collaborative: team player that takes initiative to improve the team and the firm
Qualifications
- Bachelor’s degree with 2-3 years of experience within consulting or financial services
Equal Opportunity Employment Policy
Kingfish Group is an equal opportunity employer and makes employment decisions on the basis of merit. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, gender identity or gender expression, national origin, religion, marital status, medical condition, disability, genetic characteristics, military service, military or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Our management team is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. The Company’s commitment to equal opportunity employment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company, including partners and coworkers, as well as outside third parties including clients and vendors.
Kingfish Group New York, New York, USA Office
New York, NY, United States
Similar Jobs
Business Intelligence • Consulting
The Associate Director - FP&A will enhance finance functions for private equity clients, lead financial management implementations, mentor team members, and contribute to AI-enabled solutions, leveraging 9+ years of FP&A experience.
Top Skills:
Ai ToolsAlteryxExcelPowerPointSQLTableau
Insurance • Financial Services
Provide first-tier remote customer support via phone, email, and written correspondence. Resolve inquiries promptly, meet quality and performance metrics, handle escalations, use multiple systems and Microsoft Office, and support team and company initiatives.
Top Skills:
InternetExcelMicrosoft OutlookMicrosoft Word
Financial Services
Plans and executes operational activities, establishes priorities and performance measures, manages operating cadences, prepares executive reporting, coordinates stakeholders, maintains action logs and controls, and improves processes. The role also supports communications with borrowers, insurance partners, and risk teams while handling urgent requests and identifying opportunities for AI and automation.
Top Skills:
Ai AutomationExcelMicrosoft PowerpointMicrosoft ProjectMicrosoft SharepointMicrosoft VisioMicrosoft Word
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
