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Senior Investment Associate

2 months ago

Waltham, Massachusetts, United States Windjammer Management Full time
Job Description

Windjammer Management is seeking an experienced Senior Investment Associate or Investment Vice President to join their investment team. The successful candidate will participate in the sourcing, evaluation, diligence, and execution of investments, investment execution, and portfolio management of portfolio companies, and sourcing of new platforms and add-on acquisitions.

Key Responsibilities
  • Work with the deal team lead to develop and evaluate the investment thesis.
  • Manage the daily execution of the investment evaluation process and diligence work plan.
  • Manage, oversee, and lead modeling and valuation analysis.
  • Active participation in investment committee, lender, and key diligence meetings and calls.
  • Thought partner to senior professionals on key economic and legal points on transaction and financing documents.
  • Responsible for organizing and reviewing all diligence findings.
  • Lead the evaluation and selection of middle market lenders.
  • Manage junior resources assigned to the deal team.
Existing Investments
  • Provide management with direction on weekly, monthly, and ad hoc reporting; review reports and identify trends and opportunities.
  • Develop and maintain a strong relationship with company management.
  • Assist management teams with various types of financial analysis.
  • Responsibility for all quarterly firm reporting requirements.
  • Lead the execution of add-on acquisitions, portfolio company financings, and the ultimate exit process.
  • Build and maintain a network within the industry.
  • Serve as a key contributor in all meetings with the company or investment committee.
  • Communicate with lenders as appropriate.
Firm Management
  • Participate in the firm's weekly deal meetings.
  • Take an active role in recruiting, training, and mentoring associates.
  • Participate in marketing/sourcing by networking and maintaining an active dialogue with investment banking contacts, deal brokers, and other intermediaries. Assist in thought process, creation, and development of new investment theses and sector silos.
  • Assist with internal improvement priorities.
Qualifications
  • Bachelor's degree from a top-ranked university. Business, financial, or engineering degree preferred but not required.
  • MBA is highly desirable.
  • Deep knowledge of business strategy, finance, and accounting, and a strong grasp of project management, deal structuring, and familiarity with the capital markets for middle market businesses.
  • The successful candidate will be service-oriented in their approach to colleagues, investors, intermediaries, management teams, and deal partners (lenders and co-investors, etc.).
  • At least 3-5 years working in private equity at a top-tier firm or in a similar investment experience with a focus on middle market transactions ($50M-$200M Equity Investment Size).
  • Experience investing in and working with middle market niche manufacturing, specialty distribution, business services, healthcare, and/or consumer & food is highly desirable.
  • A proven ability to understand, compare, and contrast various deal structures.
  • Demonstrated competency in all aspects of investment opportunity execution including analysis, due diligence, company and market valuation, and preparing investment memorandums.
  • Exposure to negotiations, structuring, funding, and closing deals strongly preferred.
  • Excellent quantitative analytical ability with exceptional skills in analyzing investment opportunities, relative market valuation information, financial statements, business valuation/modeling, accounting, and company financial statements.
  • Excellent written and oral communication skills.
  • Experience working in small teams and the ability to manage and guide junior professionals.
  • Ability to source, research, and synthesize industry data, metrics, and reports.
  • Strong work ethic; ability to work under limited supervision.
Personal Attributes
  • Highly motivated, intelligent, and has demonstrated excellence in prior endeavors.
  • Applies critical thinking skills to evaluation of business models, with an innate intellectual curiosity.
  • Will exhibit a high level of EQ, integrity, ethical judgment, and confidence.
  • This person will need to be self-reliant and have comfort and desire to work in a hands-on environment, often under pressure.
  • The candidate must be team-oriented and collaborative. Can work within a dynamic, fast-moving environment, while also driving toward clarity and solutions. Confident in conveying ideas and findings.
  • Resourcefulness in setting priorities and guiding investment in people and systems.
  • Relationship-oriented, results-driven executor, with proven decision-making ability.
  • Enthusiastic, pro-active, positive attitude with good listening skills.
  • A passion for private equity, investing in middle market companies, and working with management teams to create long-term value.