Investor - Opus Advisors

Title: Investment Professional (Senior Associate to VP Level)

Location: Boston, MA

Start Date: Q1 ‘25

Professional Experience: A minimum of 2 years in investment banking at a prominent firm and 3-5 years of private equity experience, with a demonstrated track record in deal execution and portfolio management.

Firm Overview:

Our client is a Boston-based investment firm specializing in buyout and growth investments across consumer, commercial services, media, and commerce-enablement technology. Through a strategic partnership with a leading retail real estate platform, the firm delivers unique value to its portfolio companies, offering access to specialized resources in operations, HR, finance, business development, retail design, and omnichannel strategy. Spun out of a family office as an independent continuity vehicle, the firm operates with a hybrid structure that combines the stability and support of its family office partnership with the flexibility to independently source and execute deals with outside capital providers. This approach not only helps anchor transactions, but also positions the firm to scale as it builds the foundation for a larger dedicated fund in the coming years.

The firm’s leadership team brings a proven investment track record, with notable prior investments in companies such as Little Words Project, Getaway, Kettle & Fire, Sakara Life, Dagne Dover, The Paper Store / Uncharted, P448, Kuebix, Squadle, and Get Covered. These investments highlight the firm’s expertise in identifying and supporting innovative businesses across its core sectors.

This role provides the opportunity to join a highly entrepreneurial team at a pivotal phase of growth. The Investment Professional will have a direct impact on shaping the firm’s investment platform and strategy while playing an integral role in executing transactions and driving value creation for portfolio companies. The position offers significant exposure to deal-making, close collaboration with senior leadership, and early leadership responsibilities. The firm also provides competitive compensation and meaningful financial incentives through deal-related economics aligned with contributions to the platform’s growth and success.

Details of the Role:

This position will play a critical role in the firm's investment activities, encompassing the following key responsibilities:

Deal Origination and Sourcing: Identify and cultivate investment opportunities by leveraging industry networks, market research, and maintaining relationships with intermediaries and potential targets.

Investment Evaluation and Execution: Lead comprehensive due diligence processes, including financial modeling, valuation analysis, and risk assessment. Structure and negotiate deal terms in collaboration with legal and financial advisors.

Portfolio Management: Engage directly with the leadership teams of portfolio companies to implement strategic initiatives, monitor performance, and drive operational improvements to enhance value.

Market and Sector Analysis: Conduct in-depth research to develop investment theses within the firm's target sectors, staying informed of industry trends and competitive dynamics.

Team Leadership and Development: Supervise and mentor future junior team members, fostering a culture of collaboration and professional growth. Investor Relations and Fundraising Support: Assist in managing relationships with existing and prospective investors, contributing to fundraising efforts and communication strategies.

This role offers significant exposure to all facets of the investment process and requires a proactive individual capable of operating in a dynamic, entrepreneurial environment.

Qualifications:

Professional Experience:

A minimum of 2 years in investment banking at a prominent firm and 3-5 years of private equity experience, with a demonstrated track record in deal execution and portfolio management.

Technical and Analytical Skills: Exceptional financial modeling skills and advanced math competencies, with experience applying these to complex deal structures, scenario analysis, and investment performance monitoring.

Proficiency in valuation techniques, data analysis, and underwriting complex structured investments.

Meticulous attention to detail in analysis, modeling, and documentation.

Communication and Writing Abilities:

Excellent writing skills, with experience drafting investment memos, CIMs, and other professional documents that convey complex information clearly and effectively.· Strong presentation and verbal communication skills for interaction with senior leadership, portfolio company executives, and external stakeholders.

Relationship Management:

Demonstrated ability to build and maintain relationships with management teams, investors, advisors, and industry intermediaries to support deal origination, execution, and portfolio management.

Academic Background:

A strong academic record from a top undergraduate institution, with a focus on finance, economics, business, or a related field.

Personal Attributes & Leadership Development:

High ethical standards and integrity.

Entrepreneurial mindset with a proactive approach to identifying and capitalizing on investment opportunities.

Strong organizational skills with the ability to prioritize and manage multiple deadlines in a dynamic environment.

Proactive self-starter with the initiative to identify opportunities and drive projects to completion.

Highly self-motivated and disciplined, with the ability to work independently and effectively in a remote or hybrid environment while maintaining consistent communication and collaboration with the broader team.

Proven ability to lead deal teams and manage multiple projects simultaneously in a fast-paced, entrepreneurial environment.

Experience in mentoring and developing junior team members, fostering collaboration and professional growth.

Fit and Culture:

Our client offers a unique professional environment that combines high-performance expectations with camaraderie, mutual respect, and a shared commitment to excellence. The team believes work should be both rewarding and enjoyable, fostering meaningful connections not only within the firm but also with portfolio company leaders, investors, and external partners. Independence, collaboration, and a focus on producing exceptional outcomes define the firm’s culture, and it seeks team members who embrace these values while contributing to a dynamic and entrepreneurial platform.

Key cultural attributes of the ideal candidate include:

Independent and Entrepreneurial Spirit: Team members are trusted with significant autonomy, taking ownership of projects and contributing meaningfully to the firm’s growth. This role is best suited for those who thrive in a dynamic, unstructured environment and will embrace the challenges and opportunities of building an emerging platform.

Collaborative Engagement: While independence is highly valued, the firm also prioritizes collaboration, ensuring that team members feel supported and can draw on the experience of senior leadership and peers.

Commitment to Exceptionalism: The firm takes pride in fostering a culture of excellence, valuing individuals who approach their work with meticulous attention to detail and a best-in-class mindset. Candidates should share the firm’s dedication to producing exceptional outcomes, ensuring their contributions reflect thoughtful execution, meaningful impact, and a commitment to continuous improvement.

Shared Success and Fun: The firm celebrates collective wins and values individuals who bring both professionalism and a sense of humor to their work. The goal is to build a team that not only excels but also enjoys the journey and the people they work with.

Alignment with Performance and Risk Tolerance: This role requires someone who understands the entrepreneurial nature of an emerging platform. The firm offers significant upside through early leadership opportunities and attractive deal economics, rewarding those who are willing to take calculated risks and actively contribute to the platform’s growth and success.

Application Process: If you are interested in this opportunity, please reply with your resume.