Capital Creek Partners Job Posting

INVESTMENT ANALYST | AUSTIN, TEXAS

Capital Creek Partners is a growing multi-family office and investment advisory firm. We provide comprehensive investment advisory and family office services to individuals, families and their related entities. Our solutions are tailored for each family with a goal to preserve and grow their wealth.

WHAT WE’RE LOOKING FOR:

This person will support the investment team with all phases of due diligence. The ideal candidate is extremely organized, can effectively multitask with high attention to detail, has strong communication skills, and possesses the ability to take initiative and work autonomously. Maintaining confidentiality, exercising good judgment, having a strong work ethic, and thriving under pressure are imperative to success in this role.

WHAT YOU’LL DO:

Investment Analyst: The focus will mostly be on alternative investments including private equity, venture capital, real estate, energy, natural resources, and infrastructure, and credit.

  • Assist in underwriting investment opportunities, including analyzing deals and synthesizing opportunity details into concise, easy-to-understand points.

  • Prepare due diligence materials including pitch decks, investment memos, and underwriting models.

  • Tracking all incoming deal flow and providing first look at new investment opportunities.

  • Ability to formulate thoughtful opinions and recommendations on investments, and present findings to the rest of the investment team.

  • Prepare meeting materials for existing clients, including gathering data and updates on existing investments, working with the Partners on an asset allocation framework, and providing investment recommendations.

WHAT YOU’LL BRING:

  • Bachelor’s Degree from Accredited University, preferably with a degree in business.

  • Investment / finance experience preferred (0-2 years).

  • Exceptional verbal and written communication skills with maniacal attention to detail and accuracy.

  • Highly organized with strong time management skills. Able to handle multiple concurrent assignments and competing priorities with a high degree of accuracy to meet deadlines in a timely manner.

  • Ability to think and operate independently with minimal direction.

  • High emotional intelligence and trustworthiness with a desire to continuously learn and improve. Positive attitude with a ‘no task too big or too small’ mentality.

  • Ability to handle sensitive matters with the upmost discretion and confidentiality.

  • Expertise using Microsoft Office. Role will involve creating PowerPoint presentations for internal and external distribution.

THE PERKS

  • Competitive salary with discretionary bonus, healthcare benefits, and a flexible vacation policy.

  • Exposure to various asset classes among some of the top-tier firms in the investment world.

  • Being a part of an innovative and collaborative team that will both support and challenge you

  • Working with friendly, low-ego, smart, passionate people who value integrity, humility, and excellence.

  • Fast-paced environment where proactive self-starters will thrive. We give people a high degree of ownership, responsibility, growth, and exposure.

If interested, please submit your resume to Travis Gauntt at tgauntt@capitalcreek.com.