Investment Manager Private Equity

Western & Southern Financial Group; Cincinnati (OH); On-site; USD 120,000 - 170,000; Full time

Job summary

Western & Southern Financial Group seeks an investment manager to join the private equity team in Cincinnati. You will lead deal teams, oversee analysts, participate in client and marketing meetings, and manage relationships on select investments.

The role requires extensive sourcing, due diligence, and reporting across multiple projects. The position emphasizes advanced Excel modeling, rigorous analysis, and clear communication with stakeholders.

Qualifications

• Bachelor's Degree from a prestigious university (Required).
• MBA preferred.
• Typically requires six years of experience in related fields (private equity, investment banking, corporate finance/M&A).
• Proven ability to influence a group to a recommended course of action.
• Ability to coordinate multiple projects simultaneously with strong attention to detail.
• Excel modeling proficiency essential.
• Excellent verbal and written communication skills with internal/external stakeholders.
• Evidence of strong project management and analytical capabilities.
• Experience presenting, analyzing complex data and making decisions with multiple alternatives.
• Excellent presentation skills; ability to convey information clearly.
• Ability to handle confidential information; proficient with word processing and spreadsheets.
• Driver license in state; maintain vehicle insurance.

Responsibilities

• Leads and/or participates on deal teams for prospective investments.
• Oversees investment analysts on deal teams and on various projects.
• Participates in marketing and client meetings.
• Serves as a secondary relationship manager on certain investments.
• Sources various investment opportunities.
• Edits and reviews reporting information on underlying investments.
• Attends events with limited partners, general partners and portfolio company management.
• Writes reports, investment memoranda and directs analysis in various investments.
• Writes communications for quarterly and annual reports.
• Edits and responds to requests for proposals on new business initiatives.
• Attends meetings with managers of prospective and existing investments.
• Participates in negotiating terms for investment documents.
• Performs other duties as assigned.
• Complies with all policies and standards.

Skills

Excel models

Project management

Communication skills

Analytical skills

Time management

Decision making

Problem solving

Relationship management

Education

Bachelor's degree

MBA

Tools

MS Office

Financial modeling tools

Job description

Overview

The investment manager is a member of the private equity team with specific responsibilities serving on deal teams and leading the due diligence on investment opportunities. Oversees investment analysts on various projects. Serves as a relationship manager on certain investments and is active in sourcing and evaluating prospective investment opportunities. Participates in marketing meetings and client meetings. Works with minimal supervision and is responsible to make an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.

Responsibilities

What you will do:

• Leads and/or participates on deal teams for prospective investments.
• Oversees investment analysts on deal teams and on various projects.
• Participates in marketing and client meetings.
• Serves as a secondary relationship manager on certain investments.
• Sources various investment opportunities.
• Edits and reviews reporting information on underlying investments.
• Attends events with limited partners, general partners and portfolio company management.
• Writes reports, investment memoranda and directs analysis in various investments.
• Writes communications for quarterly and annual reports.
• Edits and responds to requests for proposals on new business initiatives.
• Attends meetings with managers of prospective and existing investments.
• Participates in negotiating terms for investment documents.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• Bachelor's Degree From a prestigious university - Required
• MBA - Preferred
• Typically requires six years of relevant experience that includes at least one: private equity, investment banking, corporate finance and/or M&A, and preferably commercial banking, consulting, investment management and/or corporate strategy. - Required
• Demonstrated experience effectively influencing a group to a recommended course of action. - Required
• Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks, independently, accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organization skills and process orientation. Expected to cite examples of organization and time management/methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish. - Required
• Must be able to cite examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve. - Required
• Proven advanced abilities, experience and skills with Excel models. -
• Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. Demonstrated ability to effectively interact and communicate with all levels of staff and management. -
• Must be able to cite examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve. -
• Proven strong project management skills. Must cite examples of developing, organizing, initiating and maintaining a project and successful accomplishing set goals. -
• Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. Must be able to cite examples of good decision making skills when dealing with multiple alternatives. Demonstrated ability to conceptualize and use new methodologies. Proven experience in working with complex programs that require identifying complex data and analyzing the quality of the output provided. -
• Demonstrated superb presentation skills with experience conveying information in a clear, focused and concise manner. Demonstrated use of strong listening and communication techniques. -
• Demonstrated ability to handle confidential information. -
• Proficient in word processing and spreadsheet applications. -
• DL NUMBER - Driver License, Valid and in State Valid driver's license and satisfactory driving record. Upon Hire - Required
• Maintain appropriate vehicle insurance. Upon Hire - Required

Work Setting/Position Demands:

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.

Travel Requirements:

• Extensive travel.