Position Information


Investment Associate

Position Description:
 

We are seeking an Investment Associate to join our investment deal team full-time. The position will report to one primary Managing Director, but will work closely and collaboratively with our small, dynamic team. 

 

Candidates should be naturally curious, comfortable working independently, and have demonstrated experience in an investment related position such as investment banking, private equity, or other investment roles. A vivid interest in sustainability, conservation, food systems and natural resources is also an important part of the role. Individuals should be entrepreneurial, mission-driven, and comfortable working in a fast-paced and dynamic work environment. This role requires exceptional financial modeling and analytical skills, as well as attention to detail, verbal and written communication skills, and a strong ability to manage multiple projects at once. Candidates must demonstrate the highest degree of professionalism, integrity, and discretion. 


The Investment Associate will be an integral part of PCG’s investment team and assist the Managing Director in both sell-side (e.g., capital raises) and buy-side (e.g., investment sourcing and due diligence) deal engagements. This role will involve a significant amount of financial modeling and building presentations, in addition to communicating with clients to properly coordinate the highly sensitive information involved in transactions. As an Investment Associate, you will gain experience in evaluating a significant number of investments in a variety of sectors related to regenerative natural resources (food, fiber, and forestry) and you will learn how to identify, evaluate, and execute investments for a diverse set of companies.

 

Other responsibilities may include conducting investment manager and fund due diligence, thematic research, as well as impact metric monitoring and reporting. Reporting to one of the firm’s Managing Directors, the Investment Associate will also be supporting the firm’s Investment Committee and Investment Working Group.

 

The Associate will be able to articulate our firm’s investment philosophy, services, and investment vision and will also support the authoring of articles on investing topics for both internal and external distribution. The Associate will attend and represent PCG at various industry events. 

Company Description:


Founded in 2020,
Provenance Capital Group (PCG) is a financial services firm, based in San Francisco with an office in Chicago, that focuses on allocating capital into regenerative natural resource enterprises. We question the assumption that the capital markets should be driven by short term financial thinking. Instead, we collaborate with clients, companies, and other stakeholders to transition to an economy that is focused on a bottom line that includes people, planet, and profit.

 

VISION: A more equitable and regenerative allocation of the world’s resources

 

PCG: To be the trusted guide that will evolve alongside investors and direct investments to build a better world

 

HOW: We offer our clients deep expertise, superior guidance and access, and trusted partnership. We achieve our mission by: 

 
  • Supporting investors to identify and evaluate mission-aligned natural resource investments

  • Providing business strategy and financial services to regenerative businesses

  • Analyzing industry and macro trends to inform our thought leadership, financial innovation, and investment decisions 

 

Position: Investment Associate
Organization: Provenance Capital Group
Location: San Francisco,  CA 
United States
Salary:
Posting Start Date: 8/1/2020
Date Posted: 7/27/2020
Requirements

Key Responsibilities:

Sell-Side and Buy-Side deal support (primary focus):

 
  • Develop various financial models to value debt and equity for mergers, acquisitions, and capital raising transactions

  • Perform various valuation methods: comparable companies, precedents, and DCF

  • Develop recommendations for private equity transactions, mergers and acquisitions, and valuations

  • Conduct preparation and review of materials used in capital raises, including investment memoranda, management presentations and pitchbooks

  • Support the team in developing relationships with new and existing clients in order to expand the business

  • Perform due diligence, research, analysis, and documentation of live transactions

 

Additional:

 
  • Participate in all firm required training and compliance programs

  • Attend local impact investing and financial industry events

  • Expand financial and impact knowledge through ongoing education

  • Follow all firm compliance procedures

  • Maintain awareness and knowledge of business-related news, articles, etc. 
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Qualifications:

 
  • Bachelor’s Degree required; preferably in finance, economics, or related subject

  • Three or more years of experience in a finance, investment or business background, particularly on the quantitative side (e.g., Investment Banking, M&A Advisory, Private Equity)

  • MBA or CFA a plus 

  • Ability to work in a fast-paced, team-based environment with minimal supervision

  • Working knowledge of deal structuring and closing

  • Strong communication and networking skills

  • Impeccable research, quantitative and analytical skills

  • Proven proficiency in Microsoft Office products, especially Microsoft Excel and Powerpoint

  • Ability to organize and track overlapping tasks and assignments, with frequent priority changes

  • Expertise building financial models, proformas and valuation models required

  • Experience evaluating investment opportunities and synthesizing investment recommendations

  • Interest in climate and environmental finance/knowledge of ESG required; experience in sustainable/regenerative food and agriculture a plus

  • Commitment to impact investing and/or the advancement of environmental and social sustainable practices

  • Experience using Salesforce a plus

  • Ability to perform under tight deadlines with a sense of humor

  • Passion for achievement and an entrepreneurial spirit

  • Life-long learner

 

Compensation and Benefits:  

 

Compensation will be determined by a number of factors including educational background and experience. Individuals will be eligible for full participation in company benefits. 

 

PCG is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

 

To apply, send cover letter, resume, and three professional references to: info@provenancegroup.io  

 

Status: This listing expires on: 8/26/2020
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Organization Information
Name:
Provenance Capital Group
Address:
575 Market Street

San Francisco,  CA 94105
United States
Email:
logan@provenancegroup.io
Phone:
(134) 625-7411
Fax:
Contact:
Logan Yonavjak