Private Equity Vice President

Dallas-Fort Worth
Private Equity
Full-time


ABOUT THE POSITION
The vice president is responsible for creating extraordinary outcomes as he/she assists with the implementation of the firm’s strategy by contributing to and collaborating with our diverse, talented, and well-aligned team of professionals. This position has a broad set of responsibilities and requires the individual to be a humble student and teacher. The position reports to directors and principals.
 
ABOUT SATORI CAPITAL
Satori Capital is a Texas-based multi-strategy investment firm founded upon the principles of conscious capitalism. Satori has been honored as a Pensions & Investments Best Place to Work in Money Management, a Blue Zones Worksite, and a first-place winner of FW Inc.’s Best Companies to Work For 2016.  

Satori’s private equity business partners with leadership teams of companies with $5 million to $25 million of EBITDA that operate with a long-term perspective, commit to their mission or purpose, and create value for all stakeholders. Satori’s alternatives investment platform, Satori Alpha, creates and manages customized portfolios designed to meet the unique objectives of institutions, family offices, and sophisticated private investors. The firm currently manages more than $800 million of committed capital, approximately $300 million of which is dedicated to our private equity business.

Satori’s investors and fund structure provide the firm with a distinct competitive advantage. Satori’s investors are almost exclusively family offices and current and former chief executive officers, many of whom have operated multi-generational family businesses that are similar to those in which the firm seeks to invest. As a result, they are well-aligned with the firm’s long-term strategy and serve as an outstanding source of patient capital. Satori’s unique fund structure affords the flexibility to hold investments indefinitely and enables it to build businesses that become defensible industry leaders. Together, the fund investors and structure empower and encourage management teams to implement decisions that benefit all stakeholders without the short-term pressure that pushes managers of many businesses to reward one stakeholder at the expense of others. For more information about Satori, visit www.satoricapital.com.

Key Responsibilities

    • Assisting with sourcing and evaluating new investment opportunities
    • Determining valuation and structure recommendations
    • Managing and coordinating the diligence process
    • Executing new investments, recap, or sale transactions in coordination with senior professionals
    • Managing and coordinating attorneys, accountants, consultants, lenders, and other service providers
    • Training, mentoring, and inspiring associates, analysts, and other team members
    • Leading the creation of financial models, data analytics, investor presentations, and investment committee materials
    • Monitoring portfolio companies and assisting management teams with strategic, financial, and operational initiatives
    • Understanding and overseeing both the “in the weeds” details and level perspective
    • Performing market research, attending industry events, and developing sound investment theses
    • Assisting with other functions as requested, including the creation of tools/templates, marketing materials, press releases, other brand building activities, recruiting, and internal processes

Responsibilities (unique to Satori)

    • Demonstrating and promoting the firm’s six core values
    • Serving as a culture and brand ambassador in interactions with all stakeholders
    • Embracing the firm’s entrepreneurial spirit by constantly seeking to improve the status quo

Education, Experience, and Skills

    • A bachelor’s degree and MBA with an outstanding academic record from highly respected institutions
    • At least six years of relevant experience, including i-banking, principal investing, or other similar roles
    • Strong problem-solving, analytical, and modeling skills; ability to understand and consider a wide range of financial, operational, strategic, human, and ethical matters; naturally a systems thinker
    • Ability to synthesize, aggregate, and parse high volumes of information that may be incomplete or irrelevant and recommend actions that are in accordance with the firm’s vision, strategy, and values
    • Ability to thrive in an unstructured environment without rigidly defined procedures
    • Ability to train other team members
    • An authentic interest in business operations and working with management teams to improve them
    • Excellent verbal and written skills with the ability to comfortably communicate with multiple personality types
    • A consistent track record of being an extraordinary performer

Desirable Attributes

    • Relentless preparation and perseverance during adversity (e.g., athletics, military, etc.)
    • Ties to the Southwest or a clearly demonstrated long-term interest in the region
    • Exceptional business writing ability and a strong grasp of grammar and punctuation
    • Expertise in accounting
    • Proficiency with Tableau or other big data analytics software
    • Experience creating high-impact visual documents (e.g. Slidedocs, PowerPoint presentations, etc.)

Successful Candidate's Mindset

    • Passion for private equity investing and other alternative investment strategies
    • Curiosity and open-mindedness; living the motto “never stop learning”
    • Orientation toward others with a personal humility that elevates those around him/her
    • Willingness to make short-term sacrifices that result in greater long-term rewards
    • High emotional intelligence to corral divergent perspectives in uniting toward a purpose
    • Championing a values-centric, collaborative approach and balancing advocacy with inquiry
    • Seeking accountability/responsibility while exercising self-awareness to know when help is needed
    • Sound judgment in knowing which leadership approaches best fit specific circumstances
    • Uncompromising attention to detail that inspires confidence
    • Unapologetic authenticity that results in efficiency and learning opportunities
    • Producing extraordinary outcomes at all times whether anyone will know or not
    • Living a balanced life that creates joy for others
    • Laughing uncontrollably at least once per week, loving animals (especially dogs), clearly preferring jeans to suits