Emigrant Partners (“EP”) is a specialist capital and advice partner that makes minority investments into wealth, asset, and alternative asset management firms. We provide our partner firms flexible capital solutions and growth support. EP’s 19 partner firms collectively advise on over $88 billion of assets. Working at EP affords the opportunity to be part of a tight knit, ambitious, dynamic, and entrepreneurial team with a strong track record. EP is owned by Emigrant Bank, which is led by Howard P. Milstein and the Milstein family.
Investment Associate Role Description
Responsibilities (comparable to middle market private equity associate roles)
- Screen investment opportunities for both EP and EP’s partner firms
- Produce quality analysis to support investment conclusions
- Develop accurate and flexible financial models and scenario analyses
- Help to monitor existing partner firms and assist with value-add project-based advisory work
- Create internal presentations and memos regarding investment opportunities and group operations
- Support benchmarking efforts, including data aggregation, analysis, and presentation creation
- Help to enhance internal processes and procedures
Qualifications
- 2-4 years of experience, with a background in private equity, investment banking or management consulting strongly preferred
- Superior work ethic, strong desire to learn, and uncompromising attention to detail
- Highly adaptable and capable of working independently
- Strong communication and interpersonal skills
- Excellent financial modeling, analytical, and research skills
- Interest in wealth, asset, and alternative asset management businesses
- Willingness to be based in New York or Chicago
