Private Equity Investment Associate

5 days ago


Kansas City, Missouri, United States UMB Bank Full time
About the Role

This is a challenging and rewarding opportunity to join the UMB Private Investments team as a Private Equity Senior Associate. As a key member of the team, you will be responsible for executing on pursuing new private equity investments and managing the existing portfolio of investments.

Key Responsibilities
  • Lead and support tasks throughout every aspect of a transaction process, including initial underwriting, due diligence, management meetings and company visits, and deal closing checklists.
  • Review new investment opportunities and conduct due diligence including analyzing financial results, business operations, industry trends and competitive factors.
  • Formulate an investment thesis on new opportunities and support drafting investment memos.
  • Monitor investments in businesses by working with company management teams and attending quarterly board meetings.
  • Build and manage financial projection forecasts and leverage buyout models.
  • Perform valuation methodologies including comparative company analysis and discounted cash flow analysis on target new companies and the existing portfolio companies.
  • Lead and support the creation of presentations.
  • Support business development activity.
Requirements
  • Bachelor's Degree
  • +2 years experience in banking, credit, finance, private equity, accounting, or other related fields
  • PREFERRED:
    • Experience in Investing, M&A, or Cash flow lending
    • Experience in modeling of investments
    • Knowledge of financial valuation techniques
Work Environment

Must be able to travel to visit new and existing clients when necessary

Compensation

Minimum: $69,000, Maximum: $179,300.00



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