Lumos Capital Group is seeking a full time Analyst or Associate to join our growing team focused on growth equity investments in the global education and human capital development sectors. The Analyst / Associate will be a core team member and involved in all aspects of the investment process, portfolio management, investor relations and firm development.
Primary Responsibilities:
- Deal sourcing and due diligence for potential investments
- Conducting quantitative and financial analysis, including building detailed, bottoms-up financial models
- Supporting all elements of the investment process (e.g., investment committee memo creation, coordination with service providers, etc.)
- Assisting in LP management/reporting, future fundraising, and other firm activities
- Supporting portfolio companies across functional areas (e.g., strategy, finance, operations, hiring, etc.)
- Developing investment theses for targeted thematic areas and contributing to the firm’s internal research and thought leadership
- Representing Lumos to external market participants (e.g., company founders/entrepreneurs and management teams, VCPE investors, current/prospective limited partners, service providers, etc.)
Firm Overview: Lumos Capital Group is an investment firm founded in 2019 with a mission to be the preeminent growth partner to companies that create and transform human capital. Our sector focuses on technology companies that serve the education and workforce markets, including early childhood education, K-12, higher education, corporate learning and HR technology and training. The firm was founded by veterans of the $10 trillion global education industry with a track record of investing in and advising leading companies in the industry. Our team has a set of diverse life experiences and we put a premium on diversity of thought, background, and perspectives.
Preferred Profile: The common themes among everyone at Lumos Capital Group are an ownership mentality, an unrelenting passion for investigation and learning, and an ability to thrive in ambiguity while searching for truth. We are also all incredibly passionate about our core sectors, and empowering the next generation of great education and workforce companies. We are looking for others who share these values.
The skills we are seeking in this role include: strong critical thinking skills and intellectual curiosity, fluency with financial modeling, enthusiasm for working in a small entrepreneurial team, a solid business background and strong writing and overall communication skills.
We are a values-driven organization and we seek people with unquestionable ethics and integrity. Experience in the education and human capital development sectors is helpful but not required. The ideal candidate will have 1-4 years of work experience in a relevant field (e.g. finance, investing (VCPE), consulting, corporate development and / or startup).
Successful applicants will be able to demonstrate the following skills:
1. Investment diligence / analysis (e.g., prior work in finance, investing (VCPE), consulting or corporate development)
2. Industry / market research (e.g., prior work understanding market drivers, dynamics and sizing, primary and secondary research, etc).
3. Scale-up growth (e.g., prior work investing, advising, evaluating or operating growth-stage companies)
4. Network-building (e.g., forging relationships with companies, founders, companies, and other market participants)
Location: New York, NY (midtown office, hybrid)
Apply: Please send your resume/CV to recruiting@lumoscapitalgroup.com with the subject “Lumos Recruiting 2024.” In your email, let us know, in a few sentences, why you are interested in this role at Lumos and why you are uniquely qualified.
Start date: Q4 2024 (flexible for immediate start)
Compensation: Competitive salary and bonus commensurate with experience
