Lezah Capital is looking to add to the investment team. The role covers underwriting, financial modeling, and diligence on new transactions, and continues post-close into operational work with our portfolio companies on margin and growth initiatives.
Compensation is competitive with similar roles at traditional private equity funds. This is a career-track role, with real room to grow at the firm based on performance and fit.
KEY RESPONSIBILITIES
- Financial Modeling & Valuation: Build and own complex LBO, operating, and valuation models.
- Strategic Diligence: Run industry analysis, sector mapping, and competitive benchmarking. Drive business, financial, operational, and commercial diligence streams.
- Transaction Execution: Support live transactions from initial diligence through close.
- Investment Memos: Prepare Investment Committee for Managing Partners.
Post-Investment Value Creation (Operator DNA)
- Portfolio Support: Assist portfolio companies with strategic and operational initiatives, translating the investment thesis into concrete operating plans.
- Margin & Growth: Work with the investment and finance teams to apply our operational playbooks using analytics, software tools, and AI to improve company performance.
- Performance Monitoring: Track portfolio company KPIs against the value-creation plan and operating benchmarks.
PROFESSIONAL EXPERIENCE & COMPETENCIES
- Background: 2 – 4+ years in investment banking and/or private equity, with strong financial modeling and transaction experience.
- Technical: Strong technical modeling and analytical capabilities.
- Sector: Interest in consumer products, supply chains, manufacturing, retail, or brand licensing. Direct exposure to any of these is a plus.
- Communication: Able to take complex data and turn it into clear narratives for IC and for management teams.
PERSONAL CHARACTERISTICS
- Operator Mindset: You take an ownership mentality to everything you do. You are curious to understand how businesses actually run, and you're excited to get your hands dirty building companies.
- Analytical & Curious: Comfortable working through the messy data and fast-changing dynamics of middle-market companies.
- Self-Directed: High-energy, proactive, able to run with workstreams without being managed.
- AI Aptitude: Comfortable using AI tools as part of the daily workflow, and interested in finding new ways to apply them across diligence, modeling, and portfolio work.
- Grounded & Collaborative: Mature, low-ego, and direct. You lead with the analysis and work well across teams.