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Investment Associate
2 months ago
About the Role
The Associate will join a private investment firm, in their office. This firm focuses their investments in middle market businesses. They primarily invest in the business services and healthcare sectors. The firm recently closed their first fund at $875 million.
Key Responsibilities
- Financial Analysis - Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies.
- Investment Approval Materials - Prepare memos and other approval materials for the Investment Committee.
- Industry Research - Conduct research on market size, growth prospects, demand drivers, key competitors, etc.
- Third-Party Diligence - Facilitate diligence activities with third-party partners (e.g., senior lenders, accountants, attorneys, IT consultants, strategy consultants).
- Portfolio Management - Assist with ongoing monitoring and ad hoc strategic projects for portfolio companies.
- Investor Relations and Fundraising - Compile financial reports and valuation estimates of current portfolio companies for current and potential investors.
- Marketing - Provide support and attend industry events, conferences, trade shows, etc.
Professional Experience and Qualifications
Minimum of 2-3 years of experience in investment banking, private equity or credit/lending, with lower middle-market experience a plus.
Personal Characteristics
- Ability to multi-task in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high quality of work standards.
- Team player
- Self-starter
- Strong analytical and communication (verbal and written) skills
- Outstanding organizational abilities
- High attention to detail
- Desire to learn
Education
An undergraduate degree is required. Relevant advanced degrees are a plus.
Salary
Salary is competitive, depending on experience. Total cash compensation ranges from $210,000 - $230,000.
