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Private Equity Senior Associate
2 months ago
We are seeking a highly skilled Private Equity Senior Associate to join our team at UMB Financial Corporation. As a key member of our Private Investments team, you will be responsible for executing new private equity investments and managing our existing portfolio.
Key Responsibilities- Lead and support tasks throughout the transaction process, including initial underwriting, due diligence, management meetings, and deal closing checklists.
- Review new investment opportunities and conduct due diligence, 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.
- Bachelor's Degree
- +2 years experience in banking, credit, finance, private equity, accounting, or other related fields
- Experience in Investing, M&A, or Cash flow lending
- Experience in modeling of investments
- Knowledge of financial valuation techniques
- Demonstrates excellent verbal and written communications skills
- Demonstrates proficient knowledge of Microsoft products: Word, Excel, PowerPoint, Outlook
- Demonstrates ability to work independently
- Demonstrates strong organizational and time management skills
- Demonstrates ability to evaluate situations and recommend solutions
- Demonstrates ability to work with balance sheet and/or income statement information
- Must be able to travel to visit new and existing clients when necessary
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, including Paid Time Off, a 401(k) matching program, annual incentive pay, paid holidays, a comprehensive company-sponsored benefit plan, and various associate banking benefits. Benefit offerings and eligibility requirements vary.
