Investment Analyst, Haveli Investments - $120,000/year USD

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Job description

Are you a top investment banking analyst or associate looking for that next step in your career? Are your excellent interpersonal and communication skills underutilized? If so, the private equity team at Haveli is adding associates - and we want professionals like you!

Haveli is a new Austin-based investment firm focused on investing across the entire capital lifecycle. Led by Brian Sheth and a team of experienced and successful private equity professionals, Haveli is a rare combination of both established and entrepreneurial with a culture built upon high levels of ethics, integrity, collaboration, transparency, and loyalty.

At Haveli, we take a thematic approach to investing, helping entrepreneurs and operators unlock value through organic growth initiatives, operational best practices, and strategic acquisitions. We are building a firm that mirrors the makeup of the United States because we truly believe in the transformative and generational power of diverse backgrounds, experiences, and opinions, and we are deeply committed to improving the sustainability and energy efficiency of our operations and investments.

We want to turn our analysts and associates into consummate investment professionals who will join us for their career. You will be given extensive training and have responsibilities you won't see in other programs, and as we build up our firm, you will grow as fast as you are capable.

If you are a skilled financial modeler and a great communicator looking for an exit from banking with real upside, we want to hear from you!

What You Will Be Doing

• Building investment models based on company and industry data, identifying functional areas of opportunity, and working with the team to execute transactions
• Generating insights and recommendations about the suitability of investment opportunities
• Working with management teams during diligence and post-close
  

What You Won't Be Doing

• Admin work, pitch creation, deal sourcing (cold calling), or fundraising
• Focusing only on your hard skills; rather, you will train, learn, and grow in all aspects of professional matters, including verbal and written communication
  

Investment Analyst Key Responsibilities

• You will be responsible for the financial models for each acquisition. We need all incoming associates to have substantial financial modeling expertise and experience
• You will lead various efforts related to generating investment theses and executing on them
  

Basic Requirements

• Bachelor's degree or equivalent
• Full-time experience in investment banking, equity research, or private equity
• Able and willing to live in Austin, TX, and commute to this job's location
• Able to live and work in the U.S. without visa sponsorship (i.e., U.S. citizen or permanent resident)
  

About Haveli Investments

Haveli Investments is a new and rapidly growing investment firm led by Brian Sheth, former President of Vista Equity Partners, with investment and operating professionals headquartered in Austin, TX, and spread throughout the US. We invest across the entire capital lifecycle. Our culture is built upon high levels of ethics, integrity, collaboration, transparency, and loyalty, and we believe investing is an apprenticeship business and subsequently place high value on empowering individuals through training, mentoring, and continuous growth.

This is a full-time, long-term position. The position is immediately available. The compensation level for this role starts from $120,000 USD/year, plus an annual performance bonus.

There is so much to cover for this exciting role, and space here is limited. Hit the Apply button if you found this interesting and want to learn more. We look forward to meeting you!

What to expect next:

• You will receive an email with a link to start your self-paced, online job application.
• Our hiring platform will guide you through a series of online "screening" assessments to check for basic job fit, job-related skills, and finally a few real-world job-specific assignments.
  

Important! If you do not receive an email from us:

• First, emails may take up to 15 minutes to send, refresh and check again.
• Second, check your spam and junk folders for an email from Crossover.com, mark as "Not Spam" since you will receive other emails as well.
• Third, we will send to whatever email account you indicated on the Apply form - by default, that is the email address you use as your LinkedIn username and it might be different than the one you have already checked.
• If all else fails, just reset your password by visiting if you already applied using LinkedIn EasyApply.

Crossover Job Code: LJ-4675-US-Washingt-InvestmentAnal.001