Senior Transaction Advisory Manager

Senior Private Equity and Investment Analyst 

Choctaw Nation, Durant, OK (Remote Work Available)

 

• Reports To: Senior Director of Business Development

 Overview

The Choctaw Nation seeks a seasoned Private Equity Investment Professional to lead and analyze high-stakes private equity investment opportunities. This role offers the opportunity to build a high-performing investment portfolio and develop strategic relationships with high-worth and prominent private equity networks to drive strategic growth for a leading tribal organization.

 

Key Responsibilities

 

• Deal Analysis, Sourcing, and Execution: Evaluate multiple private equity proposals weekly, often exceeding $50m each, using advanced financial modeling (IRR, DCF, Sensitivity Analysis) and due diligence to guide executive level investment decisions. Deliver precise recommendations and pitch decks to executive leadership. 
• Relationship Building: Cultivate and expand connections with major private equity firms, and industry leaders in gaming, healthcare, retail, agriculture, and UAS to enhance deal flow pipelines and deal sourcing.
• M&A Management: Oversee buy and sell-side M&A processes, including financial modeling, risk assessment, negotiations, and post-closure integration.
• Strategic Collaboration: Work with C-level executives to align investments with the Choctaw Nation’s long-term vision.

 

Success Metrics (First 6–12 Months)

 

• Analyze and recommend high-value private equity deals with no training needed on PE fundamentals.
• Maintain and develop trusted relationships with major private equity firms, family offices, and other strategic networks to enhance deal flow.
• Build a portfolio of high percentage IRR targets through rigorous analysis and deal structuring.

 Key Challenges

 

• Manage and source a growing pipeline of high-value investment opportunities.
• Establish a strong presence in private equity sectors, navigating complex networks.
• Deliver accurate, high-stakes recommendations under tight deadlines in a fast-paced environment.

 

Resources and Support

 

• Tools: Advanced financial modeling software, decision-support analytics, and an existing network of PE partners.

 

Performance Metrics (First 90 Days)

 

• Evaluate and recommend high-value private equity proposals with polished pitch decks and written analyses.
• Maintain existing relationships and establish new relationships to enhance deal flow.
• Identify potential recruits to help build and expand the existing department. 

 

 

 Candidate Requirements

 

• Experience: 7+ years in senior private equity, business development, or financial roles (e.g., Transaction Advisor, Controller, CFO, Senior Analyst) with full-cycle M&A experience. CPA or MBA in finance, accounting, or related field preferred (or 6 years of equivalent experience).
• Network: Deep connections with PE firms,  and industry leaders, especially in gaming, healthcare, or retail.
• Skills: Advanced proficiency in financial modeling (Excel, IRR, DCF, Sensitivity Analysis) and decision-support tools, with experience managing $100M+ deals.
• Traits: Strategic thinking, impeccable integrity and the ability to thrive in a high-pressure, high-reward environment.
• Extensive buy and sell-side M&A experience with complex deal structures.
• Established relationships with top PE firms.
• Strong finance background with the ability to dissect pitch decks and drive multi-million-dollar decisions.

 

You will prepare pro forma financial models and related pro forma financial analyses to help the department and partner evaluate acquisition or business expansion opportunities and decisions regarding capital investments where the transactions often exceed $100 million. Manage over $500 million of high priority business opportunities simultaneously but can shift focus as directed by leadership. Participate in partner meetings and site visits while working with top-level management, C-level executives, and investors to obtain relevant information for financial analysis. Identify and convey important deal issues, main plans, and risks associated with the opportunity (sell side), which could potentially improve purchase price or deal structure to senior management. Advise and provide insight regarding anticipated partner needs (buy side), stimulate discussion, and develop potential solutions. You will identify main post closure matters to be addressed to minimize execution and integration risk. Help develop business purchase price or business expansion investment and participate in negotiations with sellers. Prepare formal business plan which includes financia