Private Equity Analyst / Associate

Job Title: Private Equity Analyst / Associate

Company: Reef (Reef Investments)

Salary: $125000-$150000 depending on experience

Location: Lehi UT

About Reef:

Reef is a Utah-based vertically integrated investment and development firm founded in 2005 with three primary lines of business: Investments Real Estate and Lifestyle. Reefs team is currently involved in some of the most prominent development transactions in Utah and other targeted geographies across the United States.

Built on two decades of success our investment approach combines proven expertise with purposeful innovation. Reefs team has completed more than 500 transactions across all lines of business. In addition to our real estate investment strategy Reef and/or affiliates own and operate various businesses that add significant long-term value to its projects. We have grown rapidly growing from about 25 employees to well over 350 with managed assets on behalf of over 750 institutional and individual partners worldwide.

With a motto of Expect the Best some of Reefs most prominent developments include Black Desert Resort a $2 billion luxury resort in Ivins Utah Marcella a luxury private golf community based in Park City Utah Tributer Resort Virginias newest premier lakeside golf destination and the restoration of the historic Coco Palms Resort in Wailua on the island of Kauai Hawaii.

At Reef our mission is to recruit develop and retain entrepreneurial individuals who desire to build and create something long-lasting and meaningful. Our business enables bright committed people to work in high-performing teams within an environment that allows each person to achieve their professional objectives. Reef values a strong culture dedicated to the health and well-being of our employees.

Position Summary:

We are seeking a highly motivated Private Equity Analyst / Associate with at least 2-3 years of investment banking or private equity experience to join our lean and dynamic team. The Associate will play a key role in all aspects of the investment lifecycle-from sourcing and due diligence to execution portfolio management and exit strategy. This is a hands-on role with direct exposure to senior leadership and operating partners across a wide range of sectors including property management title services landscaping construction support services and more.

Key Responsibilities

• Support the full investment process including sourcing underwriting modeling due diligence and execution of new investments and joint ventures.
• Prepare detailed investment memos and presentations for internal and external stakeholders.
• Conduct financial modeling and valuation analysis (DCF LBO public/transaction comps).
• Evaluate strategic add-on and M&A opportunities within existing portfolio companies.
• Monitor portfolio company performance and support management teams with financial analysis and strategic initiatives.
• Assist in identifying evaluating and managing external operating partners and joint venture relationships.
• Support the development of business plans operational KPIs and go-to-market strategies for new ventures.
• Collaborate with internal Reef teams (Real Estate Lifestyle Finance) to align operational businesses with project timelines and needs.
• Stay current on industry trends competitive dynamics and sector-specific opportunities.

Qualifications

• Bachelors degree in Finance Economics Business or a related field; MBA or relevant graduate degree is a plus but not required.
• 2-4 years of experience in investment banking private equity or principal investing.
• Strong financial modeling valuation and analytical skills.
• Excellent written and verbal communication skills.
• Experience drafting investment memos and presenting to investment committees.
• Proven ability to manage multiple projects deadlines and workstreams.
• A strong understanding of corporate finance M&A and private equity investment structures.
• Experience in real estate-related industries operating businesses or lower middle-market deals is a plus.
• Entrepreneurial mindset and willingness to work in a lean fast-paced environment.

Company Benefits:

• 401(k) Plan with Company Match
• Generous Health Plan with HSA Match
• Flexible Paid Time-off
• Daily Company Lunches
• Cell Phone Service Allowance
• Discounts at Company-owned Resorts and Golf Courses

Required Experience:

IC