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Join Our CausE

In a nutshell, Caprae Capital looks for several characteristics. We pride ourselves on bringing in not just successful teammates but individuals who can and have the desire to change the world someday. As we have refined our interview process over time, I have simplified what we look for in a candidate - character, courage, creativity… and if applicable, crazy. By crazy, we mean this in a good way - a burning desire and the mental and physical stamina to take the time to master one’s craft and become world-class in what they do.
 
While many programs measure a candidate’s potential by school pedigree, SAT/ACT scores, GPA, financial modeling skills, prior experience, etc. I do believe simplifying the recruiting process to such metrics and relying on data points not generated on your own is not only intellectually lazy but also dangerous for any organization aspiring to become world-class.
 
We look for independent thinkers, those who are never afraid to question, and avoid those who look at a job as a means to an end, a vehicle for a fat payday, or a nice trophy to stamp on their resume. Therefore, every step of our interview process is quite intentional and is aimed to seek out the right candidates that can thrive in our system.
 
Of course, not everyone is able to maximize his or her potential here, but for the ones that have great upside, I try to part the red sea as much as I can. At the end of the day, when comparing talent vs experience, I liken this to comparing horsepower vs mileage. At Caprae Capital we love horsepower. Hence, several of our colleagues, despite their lack of experience, have had outsized responsibilities.
 
With that said, I wish you the best of luck during the interview process and appreciate all the time you will be spending to get to know us. I hope you will join us on this journey, and look forward to building a world-class company together.
 
Thanks,
Kevin

Business Development Manager

Description of the Work:

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● Contribute ideas regarding industries in which to look for target companies - based on several key criteria

● QA research to assess the attractiveness of investment opportunities (growth, profitability, trends, fragmentation, investment thesis)

● Contact companies to set up phone meetings

● Persuade potential business owners to sell their business to Caprae

● Negotiate and structure deals with the executive team

● Convert business relationships and nurture them to potential customers

● Work closely with the executive team, and product/project management team to help bring on vendor partners and integrate their services into our software

● List and evaluate potential M&A opportunities in select markets

● Work closely with the analyst team to source quality deals and build investor relations

● The Manager of Business Development will have the opportunity to work for the investment fund as well as its portfolio companies

 

Ideal Candidate:

 

● Candidates with a background in Finance, Private Equity, Banking, Corporate Strategy, or Market Research is a huge advantage

● No more than 5 years of professional work experience

● Strong research and analysis skills

● Intellectually mature, able to understand screening criteria, then make subjective judgments to recommend target companies.

● Able to deliver accurate work, per committed dates, to a senior executive.

● Ability to talk to company owners credibly

● Strong social skills and willingness to travel if needed and/or qualifications are met

● Additional language skills are a huge plus

● Must work some US hours (Possibly up to 50% of the time) but can work local hours as well depending on the projects

Forensic Accountant (Family Law)

Description of the Work:​

​

  • Lead Client Engagements: Manage all aspects of forensic accounting services for family law clients, from start to finish

  • Forensic Analysis & Valuations: Conduct detailed forensic accounting, financial analyses, and valuations to support legal proceedings

  • Expert Testimony: Prepare exhibits and provide expert witness testimony in legal proceedings

  • Case Strategy & Communication: Work closely with attorneys, clients, and team members to set case strategy and communicate findings

  • Develop Forensic Models: Create forensic and economic models for presentations in court

  • Compliance & Confidentiality: Ensure that all work adheres to the highest standards of professionalism and client confidentiality

  • Train and Mentor Staff: Lead and develop the forensic accounting team, providing guidance and overseeing staff training

  • Business Development: Represent the firm at family law conferences and events, and participate in business scaling initiatives

 

Ideal Candidate:

​

  • A Bachelor’s degree in Accounting (advanced degree preferred) and an active CPA or equivalent certification.

  • Over 10 years of experience in public accounting or a related field, with a background in managing complex client engagements and providing expert testimony.

  • Proficiency in Microsoft Excel, familiarity with Dissomaster and QuickBooks (training available), and flexibility to travel and work extended hours as needed.

  • Strong leadership and staff development skills, excellent verbal and written communication for client and attorney interactions, and meticulous attention to detail in report preparation.

  • Proven ability to manage multiple projects and deadlines in a dynamic environment, with a proactive approach to problem-solving and decision-making.

  • A track record of delivering high-quality forensic accounting and expert witness services, maintaining client relationships, ensuring compliance with family law and accounting standards, fostering team collaboration, and contributing to business growth.

Tax Manager/Senior Tax Manager

Description of the Work:​

​​​

  • Lead tax planning, compliance, and high-level tax return reviews.

  • Advise clients with tailored strategies, fostering long-term relationships.

  • Mentor and guide the tax team, enhancing skills and collaboration.

  • Identify tax-saving opportunities and resolve complex tax issues.

  • Manage IRS audits, ensuring thorough client support and compliance.

  • Streamline processes with tools like QuickBooks, Lacerte, and SurePrep.
     

Ideal Candidate:

​

  • A Bachelor’s degree in Accounting (advanced degree preferred) and an active CPA or equivalent certification.

  • Over 10 years of experience in public accounting or a related field, with a background in managing complex client engagements and providing expert testimony.

  • Proficiency in Microsoft Excel, familiarity with Dissomaster and QuickBooks (training available), and flexibility to travel and work extended hours as needed.

  • Strong leadership and staff development skills, excellent verbal and written communication for client and attorney interactions, and meticulous attention to detail in report preparation.

  • Proven ability to manage multiple projects and deadlines in a dynamic environment, with a proactive approach to problem-solving and decision-making.

  • A track record of delivering high-quality forensic accounting and expert witness services, maintaining client relationships, ensuring compliance with family law and accounting standards, fostering team collaboration, and contributing to business growth.

Executive Assistant

Description of the Work:
​

  • Manage executive schedules, including appointments, travel arrangements, and meetings.

  • Prepare and organize materials for meetings, including agendas and presentations.

  • Conduct research and compile reports to support executive decision-making.

  • Handle confidential information with discretion and professionalism.

  • Act as a liaison between the executive team and other departments, clients, and stakeholders.

  • Assist with project management and coordination of special initiatives.

  • Perform general administrative tasks, including managing correspondence and office supplies.

  • Report Generation: Create reports and summaries based on the data entered, providing insights and trends to assist management in making informed decisions.

  • Collaborative Work: Coordinate with various departments and teams to collect necessary data and resolve data-related issues. Communicate effectively to ensure smooth data flow across the organization.

  • Process Improvement: Identify opportunities for streamlining data entry processes and suggest improvements to enhance efficiency and accuracy.
     

Ideal Candidate:

​

  • Bachelor’s degree or equivalent experience.

  • Proven experience as an executive assistant or in a similar administrative role.

  • Strong attention to detail and accuracy in data entry and verification processes.

  • Ability to work efficiently with a focus on meeting deadlines and handling repetitive tasks.

  • Excellent organizational skills to manage large volumes of data effectively.

  • Problem-solving skills to identify and rectify data discrepancies.

  • Strong communication skills to collaborate with cross-functional teams effectively.

  • Basic understanding of data security and confidentiality principles.

  • Familiarity with data analysis concepts and techniques is a plus but not mandatory.

Research and Development Lead / Property Management and Compliance Assistant


Description of the Work:
​

  • Lead the R&D team for ERC clients to ensure timely and compliant services.

  • Serve as the main point of contact for client communication and updates.

  • Deliver ERC reports promptly upon client balance clearance.

  • Collect client feedback through platforms like Yelp, Google, and social media.

  • Streamline ERC qualification processes to maximize client benefits.

  • Assist in property acquisition and evaluation for League Property Management.

  • Lead the incorporation process of League Property Management.

  • Draft the company’s operating agreement and ensure legal compliance.

  • Obtain necessary licenses and insurance policies for legal operation.

  • Develop Standard Operating Procedures (SOPs) for consistent property management practices.

  • Conduct market research and present opportunities for property management expansion.

  • Build and maintain relationships with vendors, contractors, and property owners.

  • Manage compliance by ensuring all licenses and certifications are current.

  • Oversee paperwork management to maintain entity compliance.

  • Track and notify the team of regulatory changes affecting compliance.
     

Ideal Candidate:

​

  • Proven leadership skills in research and data-driven environments.

  • Strong communication abilities to build and maintain client relationships.

  • Familiarity with property management processes and entity incorporation, with a willingness to learn quickly.

  • Knowledge of licensing, certification, and regulatory compliance.

  • Excellent organizational skills to manage multiple projects simultaneously.

  • Outstanding verbal and written communication skills.

  • Self-motivated with a proactive approach to problem-solving and task management.

  • Track record of completing ERC client research and filings on time.

  • Experience successfully incorporating entities, including developing SOPs, operating agreements, and securing necessary licenses and insurance.

  • Ability to garner positive client feedback and testimonials across platforms.

  • Committed to ensuring timely renewal and compliance of all licenses and entity statuses.

  • Proven success in achieving high client satisfaction rates in both ERC and property management contexts.

Business Development Associate

Description of the Work:

​

● Contribute ideas regarding industries in which to look for target companies - based on several key criteria

● QA research to assess the attractiveness of investment opportunities (growth, profitability, trends, fragmentation, investment thesis)

● Contact companies to set up phone meetings

● Work closely with the executive team, and product/project management team to help bring on vendor partners and integrate their services into our software

● List and evaluate potential M&A opportunities in select markets

● Work closely with the analyst team to source quality deals and build investor relations

 

Ideal Candidate:

​

● Strongly prefer candidates that have an undergraduate degree in Finance, Private Equity, Banking, Corporate Strategy, or Market Research

● No more than 5 years of professional work experience

● Strong research and analysis skills

● Intellectually mature, able to understand screening criteria, then make subjective judgments to recommend target companies. Able to deliver accurate work, per committed dates, to a senior executive.

● Ability to talk to company owners credibly

● Strong social skills and willingness to travel if needed and/or qualifications are met

● Additional language skills are a huge plus

● Must work some US hours (Possibly up to 50% of the time) but can work local hours as well depending on the projects

Marketing Manager/Director

Description of the Work:

​​

  • Developing and implementing Caprae's overall marketing campaign & and activities

  • Design, implement, and optimize data-driven marketing strategies and campaigns (SEO, SEM, Social Media)

  • Analyze and report on website traffic, engagement, and conversion metrics to measure the success of SEO efforts in sourcing organic leads

  • Create, curate, and manage all published digital (images, video, written) & and physical content (trade show materials)

  • Create and manage the marketing budget for trade shows, and digital and social media campaigns, and measure the effectiveness of marketing efforts against specific KPIs

  • Compile regular reports on marketing programs and campaign metrics to actively track and optimize the performance of campaigns

  • Ensure all designs and content adhere to brand guidelines and maintain a consistent visual identity.

  • Conduct market research and competitor analysis to identify industry trends, customer needs, and opportunities for differentiation.

  • Collaborate with the sales team to understand customer pain points and develop marketing campaigns that effectively address these challenges.

  • Create and manage multi-channel marketing campaigns, including email marketing, content marketing, social media advertising, paid search, events, and webinars.

  • Utilize marketing automation tools to nurture leads, track campaign effectiveness, and improve conversion rates.

  • Research and analyze competitor advertising links

  • Recommend changes to website architecture, content, linking, and other factors to improve SEO positions for target keywords.

 

 Ideal Candidate:

​

  • At least five years of experience is required, and at least 2 years of management experience is strongly preferred

  • Strong analytical mindset and ability to read and understand data, with proven experience working with Excel or Google Sheets

  • Significant experience working against performance KPIs

  • A knack for constant innovation, challenging the status quo, and having an entrepreneurial, self-starter mindset

  • Ability to prioritize tasks efficiently

  • Proven SEO experience

  • Proven SEM experience managing PPC campaigns across Google, Yahoo, and Bing.

  • Solid understanding of performance marketing, conversion, and online customer acquisition

  • In-depth experience with website analytics tools (e.g, Google Analytics, NetInsight, Omniture, WebTrends)

  • Experience with bid management tools (e.g., Click Equations, Marin, Kenshoo, Search Ignite)

  • Experience with A/B and multivariate experiments

  • Working knowledge of HTML, CSS, and JavaScript development and constraints

  • Knowledge of ranking factors and search engine algorithms

  • Up-to-date with the latest trends and best practices in SEO and SEM

  • Demonstrated ability to work collaboratively with cross-functional teams

Marketing Associate

Description of the Work:

​​

  • Create educational and persuasive content that nurtures leads, such as ebooks, whitepapers, case studies, and webinars

  • Collaborate with the sales team to create and refine sales collaterals, ensuring alignment on product messaging and selling strategies

  • Engage with customers and prospects to gather insights and feedback that influence service development and marketing strategies

  • Develop detailed product guides, FAQs, and comparison sheets that assist in the decision-making process of prospects at the critical decision stage

  • Support sales enablement through the creation of demo scripts, pitch decks, and training materials that empower the sales team to close deals more effectively

  • Coordinate with the service delivery team to create testimonial videos and case studies demonstrating our services' real-world impact, enhancing credibility and trust.

  • Respond to inbound inquiries from customers - inbound sales

  • Analyze and dissect data to ensure that an appropriate budget is allocated for marketing campaigns

 

Ideal Candidate:​

​​

  • Must be a self-starter and comfortable with an entrepreneurial environment

  • At least 3-5 years of relevant work experience

  • Strong communication skills, both verbal and written.

  • Must be comfortable in a fast-paced environment

  • Must have proper WFH set up (laptop, internet, home office, etc)

  • MUST work E.S.T. hours (approx. 9 am-6 pm) at least at the beginning of training

  • We are looking for candidates who can start immediately.

Sales Development Representative

Description of the Work:

​​

  • Research and identify potential customers through various channels, including online research and social media

  • Cold call and email prospects to generate interest and set up initial meetings for the sales team

  • Qualify leads based on specific criteria and ensure a smooth handoff to the sales team

  • Collaborate with the marketing team to align on messaging and target audiences

  • Maintain accurate and up-to-date records in the CRM system

  • Meet and exceed monthly and quarterly quotas for qualified leads

 

Ideal Candidate:​

​​​

  • Proven experience as a Sales Development Representative or similar role

  • Excellent communication and interpersonal skills

  • Ability to work in a fast-paced and collaborative team environment

  • Strong organizational and time-management skills

  • Familiarity with CRM software and sales processes

  • Goal-oriented and self-motivated

  • Bachelor's degree in Business, Marketing, or a related field preferred

  • At least 3 years of experience in sales or a related role

  • Proficiency in Microsoft Office and CRM software

  • Strong work ethic

  • At least 3 references

  • Must have reliable internet and appropriate work from home set up

  • Must have a laptop or desktop and be responsible for setting up a work-from-home environment

Private Equity Intern

Description of the Work:

​

  • 10 hours a week during the academic year, and potentially 20 hours a week during summer, remotely.

  • Candidates must be able to start immediately. (Flexible hours until summer for those who are interested in the beginning during the summer)

  • Contribute ideas regarding industries in which to look for target companies - based on the fund’s search criteria

  • Research industries to assess attractiveness (growth, profitability, trends, fragmentation, investment thesis)

  • Contact companies to set up phone meetings

  • Work closely with the executive team, and product/project management team to help bring on vendor partners and integrate their services into our software

  • List and evaluate potential M&A opportunities in select markets

  • Help develop 100-day game plans for post-acquisition companies

  • Leadgen sourcing in industries such as - ITAD, MSP, Financials Services, and healthcare

  • 3-month internship but those who are selected may extend their internship and will have the opportunity to resume the internship as a paid intern.

​

 Ideal Candidate:

​​

  • Must be an undergraduate student with a career interest in Finance, Private Equity, Banking, Corporate Strategy, or Market Research

  • Strong research and analysis skills

  • Intellectually mature, able to understand screening criteria, then make subjective judgments to recommend target companies. Able to deliver accurate work, per committed dates, to a senior executive.

  • Ability to talk to company owners credibly

  • Strong social skills and willingness to travel if needed and/or qualifications are met

  • Additional language skills are a huge plus

  • Website: www.capraecapital.com

Service Delivery Manager

Description of the Work:

​

  • MUST be fluent in English

  • MUST work US hours at least at the beginning of training

  • Develop business growth efforts to land new recurring customers by implementing service infrastructure for new projects around the globe.

  • Drive decisions on pricing and terms for customer agreements.

  • Ensure that all customer requests and orders are managed end-to-end, from the request for information to the service delivery based on customer expectations.

  • Help lead, train, and coach, account managers from various countries to help coordinate and execute projects

  • Provide great customer support over the phone, email, and chat

  • Document projects as they get scheduled, quoted, and pass through various steps of the cycle

  • Work closely with the executive and leadership team to help bring on vendor partners and integrate their services into our company

  • Help with localizing the brand and developing a strong story for the business

  • Report to the US Team to help develop strategy while working with other teammates around the globe

  • Create training along with onboarding documents to help lead the account management team

​

 Ideal Candidate:

​​

  • Undergraduate student or recent graduate with a career interest in Marketing, Sales, Finance

  • Very strong EQ and Social Skills

  • At least 5 years of work experience is strongly preferred

  • Ability to talk to company owners credibly

  • Strong social skills and willingness to travel if needed and/or qualifications are met

  • Strong communication skills, both verbal and written.

  • Must be comfortable in a fast-paced environment

  • Must have leadership experience

  • Must have leadership experience

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