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Senior Analyst

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Charlotte, United States klarventures Full time

Klar Ventures is a rapidly growing, Charlotte-based boutique professional services firm, delivering deep investment banking and equity value creation expertise to middle market companies. Unlike most top-quality investment banks, Klar Ventures operates an efficient, flat transaction team model comprised only of highly-engaged individuals with a minimum of two years of relevant experience at well recognized firms. This approach leads to both differentiated results for our clients as well as the opportunity for Klar Ventures’ professionals to spend a greater percentage of their time on more meaningful work while maintaining a better work-life balance than most top-notch professional services firms.

 

Klar Ventures is seeking a highly qualified junior professional (Senior Analyst / direct promote Associate level) to work as an integral part of a lean deal team supporting transactions involving primarily middle market companies. In addition to leading the development of all transaction materials, junior professionals at Klar Ventures will also need to possess the skills to quickly establish strong relationships with current and prospective clients, management teams, and private equity professionals in order to gain the respect required to consistently progress projects to completion. Key responsibilities include:


  • Working with senior teammates to develop and deliver client presentations highlighting Klar Ventures’ unique accomplishments and capabilities
  • Cultivating relationships with existing and potential clients to establish trust, enabling the assumption of significant responsibility through deal execution, and generate new business
  • Conducting company, industry, and capital markets research to develop and deliver client presentations, highlighting client’s unique value propositions, market positioning relative to competition, and strategic value creation opportunities
  • Creating detailed and dynamic financial models to analyze financial performance, assess transaction structures, and evaluate investor returns
  • Preparing compelling transaction marketing materials, including confidential information memoranda and management presentations
  • Facilitating due diligence strategy and execution to achieve efficient transaction closings
  • Managing projects involving company owners and senior management teams to achieve consistent forward progress


Required Qualifications:

  • Undergraduate degree in finance / accounting with a minimum 18 months of prior investment banking experience with significant exposure to M&A (healthcare transaction experience a plus); we will also consider candidates with multiple years of Quality of Earnings Accounting or consulting experience that desire to transition to an investment banking role
  • Recent Analyst-to-Associate promotion (either at an investment bank or via investment banking to private equity) a plus
  • Highly professional presence and excellent verbal and written communication skills
  • Self-starter with the ability to achieve high levels of accuracy and consistently progress projects with minimal supervision
  • Maturity and experience working in a demanding environment with driven professionals
  • Proven leadership skills and the ability to thrive while simultaneously managing multiple projects and work-streams
  • Highly organized and detail oriented
  • Excellent financial modeling skills, with specific experience building discounted cash flow models and LBO financial models
  • Excellent presentation skills, including strong oral and written capabilities
  • Proficient in Microsoft Excel, PowerPoint, and Word
  • Series 63 & 79 licenses a plus but not required


This opportunity represents a differentiated career path characterized by the following advantages:

  • A flexible but intense merit-based work culture that enables significant autonomy for professionals and industry-leading work product and results for clients
  • Meaningful client and colleague relationships and friendships
  • A focus on meaningful work and maximum efficiency for all employees at all levels
  • The opportunity to progress your career completely based upon personal performance and passions, without being held back by traditional hierarchies or standard promotion paths
  • Significant long-term earning potential driven by the encouragement of professionals, once having demonstrated the ability to perform at a high level, to drive the development of and take ownership in new business units / ventures