Senior Investment Associate
1 week ago
High Country: Private Equity Search is seeking a highly skilled Senior Investment Associate to join our team. As a key member of our investment team, you will play a vital role in supporting our firm across the full investment lifecycle.
Key Responsibilities- Investment Analysis and Due Diligence
- Conduct in-depth due diligence on potential investments, including financial, operational, and legal aspects.
- Develop and maintain financial models for acquisition and valuation purposes.
- Perform qualitative and quantitative initial investment screening.
- Review offering memoranda, management presentations, purchase agreements, and other transaction materials.
- Conduct market and industry research on potential investments and current portfolio.
- Financial Modeling and Analysis
- Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects.
- Assist in negotiations with lenders and investors through the analysis of various capital structures and cash flow distribution waterfalls.
- Support firm and portfolio companies with ad-hoc financial analysis, as required.
- Investment Management and Support
- Monitor and report on monthly performance and KPIs at portfolio companies.
- Support asset management activities, including repositioning strategies, refinancings, and dispositions.
- Coordinate closings of transactions and correspondence between internal departments and external parties.
- Prepare presentations and materials for Principals, investors, and lenders.
- Foster open communication, trust, and collaboration with lending institutions to secure favorable terms and conditions for financing needs.
- Undergraduate degree with a preferred concentration in finance and/or accounting.
- 6-10 years of relevant work experience in a transaction-oriented role within a private equity firm, family office, investment banking, management consulting, or similar positions.
- In-depth knowledge of finance, valuation, and capital markets.
- Strong financial analysis and quantitative skills, including experience with financial modeling.
- Preferred experience with Argus software, but not required.
- Proficiency in Microsoft Office Suite, especially Excel, PowerPoint, and Word.
- Excellent critical thinking and problem-solving abilities.
- Meticulous attention to detail and a commitment to high-quality work.
- Exceptional organizational skills and the ability to manage multiple tasks effectively.
- Clear and persuasive communication and presentation skills, with the ability to explain complex concepts and recommendations.
- Proven ability to represent the company professionally in the market and with external stakeholders.
As a Senior Investment Associate at High Country: Private Equity Search, you will have the opportunity to work with a dynamic team of professionals and contribute to the growth and success of our firm. We offer a competitive salary and benefits package, as well as opportunities for professional development and advancement.
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