The Private Equity Coordinator is a front-line representative of the company and will be the first face Insight Equity’s guests will see. This position requires a dynamic individual who can consistently present a welcoming and professional impression to visitors and callers. The ideal candidate will be committed to working with the firm to foster consistency and strong relationships both internally and with external business partners.
This role demands flexibility, outstanding interpersonal skills, and the ability to collaborate effectively with all levels of management.
Key Responsibilities:
Travel Coordination: Arrange and manage team members' travel, making real-time adjustments as needed.
Calendar Management: Maintain and update the firm’s calendar, ensuring efficient scheduling of meetings and travel plans.
Reception Duties: Greet and direct visitors, arrange meeting amenities, and ensure conference rooms are set up with necessary equipment, lunches, and refreshments.
Database Management: Manage the deal opportunities database by logging new deals, maintaining accurate business contact information, and preparing weekly reports for team meetings.
Office Operations: Oversee office and breakroom supplies, manage service and maintenance vendors, and ensure smooth day-to-day office operations.
File Management: Ensure proper organization and maintenance of digital and physical files.
Portfolio Company Support: Serve as the main point of contact for portfolio company executives, schedule monthly meetings, and maintain up-to-date contact lists for portfolio management teams.
Employee Onboarding: Assist in preparing for and welcoming new employees to the team.
Additional Administrative Support: Perform other administrative tasks as needed.
Qualifications:
Bachelor’s (4-year) degree
Computer proficiency with demonstrated knowledge and application of PowerPoint, Word, and Excel
Excellent written and verbal communication skills along with strong listening skills
Previous administrative experience in a business or corporate environment strongly preferred
Highly organized with keen attention to detail and accuracy
Requirements:
Ability to adapt to evolving needs and prioritize tasks effectively
Strong sense of confidentiality and discretion
Initiative-driven, with the ability and desire to improve daily office operations
Comfortable working with employees and business partners at all levels
Display strong work ethic, dependability, and professionalism
Team-oriented with the capacity to handle a variety of tasks in a fast-paced environment
Compensation:
Annual Salary of $50,000 with inflationary adjustments. Yearly bonus at management’s discretion based on employee’s performance. Full benefits, including 100% of medical premiums paid by company, and 401K plan.
Insight Equity, a value-focused private equity firm, invests in strategically viable and differentiated lower middle-market companies in a variety of end markets with defensible market positions and the potential for transformational growth. The firm deploys a differentiated investment strategy utilizing a ‘one-team’ investment approach (no outsourcing of portfolio management to operating partners) enabling more creativity, collaboration, and partnership with our portfolio companies, unlocking greater long-term value. Our investors include family offices, endowments, trusts, fund of funds, insurance companies, pension funds, and others. Insight Equity is located near the Dallas/Ft. Worth International Airport in Southlake, Texas (within Southlake Town Square).