Associate
$120,000 USD/year Pay is set based on global value, not the local market. Most roles = hourly rate x 40 hrs x 50 weeks ($60 USD/hour)

Not accepting applications on crossover.com at this time.

Description

Are you a top investment banking analyst or associate looking for that next step in your career? Are your excellent interpersonal and communication skills underutilized? If so, the private equity team at Haveli is adding associates - and we want professionals like you!

Haveli is a new Austin-based investment firm focused on investing across the entire capital lifecycle. Led by Brian Sheth and a team of experienced and successful private equity professionals, Haveli is a rare combination of both established and entrepreneurial with a culture built upon high levels of ethics, integrity, collaboration, transparency, and loyalty.

At Haveli, we take a thematic approach to investing, helping entrepreneurs and operators unlock value through organic growth initiatives, operational best practices, and strategic acquisitions. We are building a firm that mirrors the makeup of the United States because we truly believe in the transformative and generational power of diverse backgrounds, experiences, and opinions, and we are deeply committed to improving the sustainability and energy efficiency of our operations and investments.  

We want to turn our analysts and associates into consummate investment professionals who will join us for their career. You will be given extensive training and have responsibilities you won't see in other programs, and as we build up our firm, you will grow as fast as you are capable.

If you are a skilled financial modeler and a great communicator looking for an exit from banking with real upside, we want to hear from you!

What you will be doing

  • Building investment models based on company and industry data, identifying functional areas of opportunity, and working with the team to execute transactions
  • Generating insights and recommendations about the suitability of investment opportunities
  • Working with management teams during diligence and post-close

What you will NOT be doing

  • Admin work, pitch creation, deal sourcing (cold calling), or fundraising
  • Focusing only on your hard skills; rather, you will train, learn, and grow in all aspects of professional matters, including verbal and written communication

Key responsibilities

  • You will be responsible for the financial models for each acquisition. We need all incoming associates to have substantial financial modeling expertise and experience
  • You will lead various efforts related to generating investment theses and executing on them

Candidate requirements

  • Bachelor's degree or equivalent
  • Full-time experience in investment banking, equity research, or private equity
  • Able and willing to live in Austin, TX, and commute to this job's location
  • Able to live and work in the U.S. without visa sponsorship (i.e., U.S. citizen or permanent resident)

Meet a successful candidate

Watch Interview
Attila Beko
Attila  |  SVP of Finance, Trilogy
Hungary  

Attila B joined Trilogy as a VP of Finance on August 1st, 2018 but within two months he was rapidly promoted to SVP of Finance. “Everything ...

Meet Attila
How it works

Applying for a role? Here’s what to expect.

We’ve curated a series of steps that take the guesswork (and cognitive bias) out of recruiting the best person.

Pass Cognitive Aptitude Test.
STEP 1

Pass Cognitive Aptitude Test.

Pass English Proficiency Test.
STEP 2

Pass English Proficiency Test.

Prove Real-World Job Skills.
STEP 3

Prove Real-World Job Skills.

Ace An Interview Or Two.
STEP 4

Ace An Interview Or Two.

Accept Job Offer.
STEP 5

Accept Job Offer.

Celebrate!
STEP 6

Celebrate!

Frequently asked questions

About Crossover

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Why Crossover

Recruitment sucks. So we’re fixing it.

The Olympics of work

The Olympics of work

It’s super hard to qualify—extreme quality standards ensure every single team member is at the top of their game.

Premium pay for premium talent

Premium pay for premium talent

Over 50% of new hires double or triple their previous pay. Why? Because that’s what the best person in the world is worth.

Shortlist by skills, not bias

Shortlist by skills, not bias

We don’t care where you went to school, what color your hair is, or whether we can pronounce your name. Just prove you’ve got the skills.