{"id":3480834,"url":"https://alion.io/job/contrarian-thinking-associate-advisor-private-client","title":"Associate Advisor, Private Client","company":{"id":694899,"name":"Contrarian Thinking","domain":"contrarianthinking.co","url":"https://alion.io/company/contrarianthinking","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Breezy","truth_index":{"grade":"A","score":89,"open_postings":9,"ghost_share":0,"stale_share":0.444,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Austin, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":90000,"max":105000,"currency":"USD","period":"year","gross":null,"usd_annual":105000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Google Workspace","optional":false},{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-29T19:19:24Z","employer_posted_date":"2026-10-29","last_verified_at":"2026-11-03T10:37:27Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"About the role\nBizScout is a dynamic marketplace revolutionizing how businesses connect, grow, and transition ownership. Our Private Client program is a concierge service for serious, qualified buyers: we source businesses to buy, screen and underwrite opportunities, and guide buyers from intake through close.\nWe are hiring an Associate Advisor, Private Client to add execution capacity to the senior advisory team as the program scales. You will work day to day alongside our senior advisors, owning analytical and operational work that keeps buyer search moving: working with our BD team to match deal flow to each buyer, first-pass underwriting, buyer profiles, and pipeline reporting. You will eventually work directly with clients, serving as a day-to-day point of contact for buyers. This is a hands-on role with a clear path to managing your own client portfolio and, over time, leading transactions through close.\nResponsibilities\nClient relationship management - Serve as a day-to-day point of contact for assigned buyers: answer questions, gather feedback on presented deals, and keep buyers engaged and moving through their search.\nBD partnership on deal flow - Turn buyer criteria into sourcing direction for BD, review sourced opportunities for buyer fit, and relay feedback to BD to sharpen targeting.\nFirst-pass underwriting - Review CIMs, P&Ls, tax returns, and broker packages; normalize financials (SDE/EBITDA add-backs), run valuation and SBA debt-service checks, and write concise deal summaries for buyers and senior advisors.\nBuyer profiles and intake - Assist in building professional buyer profiles that BD can use with sellers and brokers.\nPipeline and CRM management - Keep every buyer's pipeline current in the CRM, track deal stages and next steps, and flag closed-lost opportunities to BD for re-engagement.\nClient strategy calls - Participate in and increasingly lead bi-weekly client calls.\nAcquisition support - Support buyers and senior advisors through LOI, diligence, and financing to close, taking on increasing ownership of deal execution: build diligence request lists, track lender and third-party deliverables, and manage closing timelines.\nSkills and qualifications\n2-4 years of relevant experience - investment banking, private equity, search fund, M&A advisory, business brokerage, transaction services or valuation, or SBA/commercial lending.\nFinancial fluency - able to read small-business financials, calculate SDE/EBITDA with add-backs, apply valuation multiples, and test debt service on SBA-financed deals. Strong Excel modeling.\nDeal execution exposure - hands-on exposure to business acquisitions, sales, or acquisition financing through LOI, diligence, or close (e.g., as an analyst, underwriter, or broker associate).\nOrganization and follow-through - able to track multiple buyers, deals, and deadlines at once without dropping details; proficient with CRM systems and Google Workspace.\nClear writing and client presence - writes crisp deal summaries and emails; professional and credible with buyers, sellers, and brokers.\nDiscretion - handles confidential client and financial information with sound judgment.\nCoachability and ownership - takes feedback well, asks good questions, and owns outcomes in a fast-changing environment; collaborates well across teams, especially BD.\nStrongly preferred: having led or co-led a business acquisition or sale through close.\nNice to have: SBA 7(a) lending knowledge, exposure to lower-middle-market or Main Street deals, experience with deal-sourcing tools or data platforms.\nPosition details\nType: Full-time\nReports to: Charlie Jacobson, Head of Private Client\nWorks with: Private Client advisory team\nCompensation: $90,000-$105,000 base, depending on experience, plus performance bonus eligibility \nLocation: Austin, Texas, 5 days in-office required; travel as needed\nEducation: Bachelor's degree required; finance, accounting, or economics preferred\nExperience: 2-4 years in M&A, private equity, investment banking, business brokerage, valuation, or lending\nGrowth path: Expected progression to Advisor, managing a dedicated client portfolio and eligible for the advisor commission plan, within roughly 12 months based on performance, with a longer-term path to leading transactions through close as a senior advisor","description_format":"text","description_chars":4317,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Digital Media","Private Equity","Financial News & Media"],"lifecycle":[{"event":"open","at":"2026-10-29T20:08:35Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 1","filings_12m":1,"filings_prev_12m":0,"green_card_filings_12m":0,"median_offered_wage_usd":152500,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":4,"expected_fill_days":28,"reasons":["conf:0","win:early","comp:junior"],"computed_at":"2026-11-03T05:54:40Z"},"pay":{"stated_usd_annual":105000,"is_top_pay":true},"html_url":"https://alion.io/job/contrarian-thinking-associate-advisor-private-client","json_url":"https://alion.io/job/contrarian-thinking-associate-advisor-private-client.json","meta":{"generated_at":"2026-11-03T14:05:11Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19716,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-04T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":694899},"rest":"https://alion.io/mcp/rest/get_company?id=694899"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcontrarian-thinking-associate-advisor-private-client"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcontrarian-thinking-associate-advisor-private-client"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcontrarian-thinking-associate-advisor-private-client"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/contrarian-thinking-associate-advisor-private-client\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcontrarian-thinking-associate-advisor-private-client"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3480834}},{"tool":"search_jobs","arguments":{"company":"contrarianthinking.co","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3480834},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); 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