Investment Associate

17 hours ago

Atlanta, United States BroadPeak Capital Full time

Investment Associate, Private Equity


BroadPeak Capital is a private equity firm headquartered in Atlanta. We are an ambitious, nimble and operations-oriented organization committed to building a lasting platform with industry-leading returns. We seek opportunities to support the growth of promising companies by taking an active role in their development through both controlling and minority equity investments.


We believe our leadership team’s diverse backgrounds across entrepreneurship and investing, coupled with a multi-billion dollar track record, provide us an edge as we drive success for both our companies and investors.



Purpose:


As an Investment Associate, you will drive BroadPeak’s investment strategy by conducting thorough financial modeling, due diligence, and market research. You’ll evaluate and execute transactions, manage portfolio performance, and identify new opportunities, all while contributing to a performance-driven, entrepreneurial culture.



Location: This position will work onsite out of our Corporate office in Sandy Springs, GA.


Responsibilities:


  • Take full ownership of the investment model and prepare detailed investment memoranda
  • Drive business due diligence and underwriting processes
  • Support portfolio company value creation
  • Source new investment opportunities
  • Conduct due diligence, analysis, and author investment memoranda for potential and ongoing transactions, addressing deal issues in real time
  • Evaluate investment opportunities through comprehensive financial modeling, market research, and strategic due diligence
  • Develop presentations and test hypotheses to communicate financial and strategic insights effectively
  • Research market trends, industry dynamics, and competitive landscapes to identify emerging opportunities and risks
  • Assist where possible with structuring and negotiating deals, including drafting LOIs and other transaction-related documentation
  • Collaborate on strategic financial planning to ensure the sustained health and growth of investments and portfolio companies
  • Monitor portfolio performance, track key metrics, and recommend follow-on investments or optimizations
  • Manage transaction timelines and coordinate with internal teams and external advisors to ensure seamless execution
  • Actively contribute to BroadPeak's entrepreneurial and performance-oriented culture


Requirements:


  • Undergraduate degree with strong academic background
  • 2-5 years of relevant experience in investment banking or private equity investing
  • Significant expertise in building and analyzing cashflow / LBO financial models, working with large datasets, and presenting actionable insights effectively to senior stakeholders
  • Skill in evaluating market trends, competitive landscapes, and sector-specific opportunities
  • High level experience supporting deal structuring and participating in transaction documentation processes
  • Attention to detail, ability to thrive under pressure, strong interpersonal skills, self-starter approach


What we offer:


  • Competitive compensation package (base, bonus, benefits, carried interest eligible)
  • Growth and development – Each team member has a visible and immediate impact on the business, offering abundant opportunities for personal and professional growth as we scale in size.
  • Healthcare plans that include health/dental/vision insurance, 401K Plan, company-paid life insurance and short-term disability, flexible spending account options and more.
  • Paid time off, including sick days & holidays to support work-life balance.



We are proud to be an EEO/AA employer. Applicants for employment are considered without regard to race, creed, color, religion, sex, sexual orientation, marital status, national origin, age, and disability, status as a veteran, Vietnam Era Veteran, or being a member of the Reserves or National Guard.

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