Fertitta Capital (LinkedIn) was recently formed by Frank Fertitta III, Lorenzo Fertitta and Nakisa Bidarian to pursue a direct investment strategy for the Fertitta family. Fertitta Capital, a small and collegial team, has an opportunistic investment mandate, investing throughout a business’s lifecycle, across the capital structure, and is industry agnostic. The team’s investment philosophy is driven by partnering with extraordinary people who we believe can achieve extraordinary returns with our support. The combined team has over 100 years of advising, investing and operating experience, achieving outsized returns for shareholders.
The Associate will be responsible for supporting Fertitta Capital Inc.’s investment team throughout the entire lifecycle of investments and proactively managing and mentoring future Analyst hires.
Specific responsibilities include:
Acquisitions/Dispositions
- Create, maintain and oversee complex Excel-based financial models.
- Support the overall investment opportunities with emphasis on leading financial and market due diligence.
- Analyze new opportunities and assist in screening investment proposals to determine fit within Fertitta Capital Inc.’s investment objectives.
- Interface with the operating partners, legal and third party consultants, as required.
- Perform market and benchmarking analyses.
Financial Management
- Build complex financial models, budgets, long-term forecasts and comparative analyses.
- Review monthly, quarterly and annual financial reporting and prepare analysis and formalized presentations for senior management, which will include detailed operating performance and variance analysis.
- Track significant events for each investment, review valuation assumptions and cash flow projections in order to update investment models and to facilitate the quarterly valuation process.
- Model various scenarios related to recapitalizations, refinancing, dispositions, joint ventures and other critical financial and strategic alternatives, including returns analysis.
Business Development
- Work closely with all functional areas as they relate to business development activities.
- Assist with strategy, development and implementation of key company-wide projects.
- Support management of Fertitta Capital Inc. and other strategic partners, including support during Investment Committee.
Legal
- Review contracts and make sure financial analyses are consistent with legal documents.
- Support legal counsel and senior management of Fertitta Capital Inc in the drafting of and review of transaction documents.
Presentations
- Prepare presentation materials, including investment memos, for internal meetings.
- Prepare business and brand highlight presentations for potential business partners.
REQUISITE EXPERIENCE & ATTRIBUTES:
- 3-5 years of experience at a top-tier investment bank, private equity firm, and/or internal corporate development or M&A.
- Ability to excel in a team environment through active management and mentoring of Analysts while support senior management.
- Superior quantitative and financial modeling skills, with proven analytical abilities.
- Demonstrated track record of high achievement in demanding academic settings (MBA is not a prerequisite, but preferred).
- Ability to anticipate and be proactive, multi-task, prioritize, communicate and function on a small team in a collegial environment.
- Strong work ethic, integrity and ability to take direction and lead deal teams.
- Excellent interpersonal, verbal and written communication skills.
- Strong presentation skills internally and externally.
- Ability to travel, when required.
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