Private Equity Investment Analyst

2 days ago

Pittsburgh, Pennsylvania, United States Tecum Capital Full time
Job Description

Position: Analyst/Associate

Education: Undergraduate Degree

Work Experience: 1 – 4 years of relevant work experience in investment banking, private/mezzanine debt, consulting, commercial banking, accounting, or finance roles

Location: Pittsburgh, PA

Start Date: Winter/Spring 2024/2025, Flexible

Status: Exempt; Full-Time; In-Person

Responsibilities
  • Investment Evaluation: Identify, screen, and evaluate new investment opportunities by reviewing Confidential Information Memorandums, drafting initial due diligence questions list, and understanding issues related to investment decision-making process
  • Transaction Structuring: Build complex models in Excel to evaluate financial scenarios and analyze financial statements to determine creditworthiness and return profile of a business/opportunity
  • Investment Analysis: Conduct business due diligence and analyses (synthesize data sets, evaluate Key Performance Indicators) and prepare memorandums to communicate key thesis and risks/mitigants to investment committee
  • Industry and Market Research: Conduct industry research, market analysis, and calls with subject matter experts to evaluate growth prospects, understand industry-specific nuances, and competitive dynamics
  • Portfolio Company Initiatives: Work with internal staff to track portfolio performance, financial reporting, and complete valuations; assist portfolio companies with strategic and financial value creation initiatives including financial analysis, add-on acquisitions, KPI management, growth strategies and others
  • Key Participant: Participate in meetings with management teams, financing sources, M&A intermediaries, and investors
Qualifications/Competencies/Skillset
  • Analytical: Understand accounting, financial statements, and quantitative techniques
  • Business Intuition and Critical Thinking: Insight and understanding of business concepts and identify germane decision-making factors
  • Efficient Time Management: Manage multiple workstreams concurrently and make effective judgments as to prioritizing and time allocation
  • Work Ethic: Self-starter, proactive, and able to work independently with limited guidance and on small, dedicated teams
  • Effective Communication: Articulate thoughts and ideas in a concise manner verbally and in writing to both internal and external constituents
  • Intellectual Curiosity: Keen interest in investing and business strategy; continually seek to expand knowledge
  • Positive Attitude: Collaborative and team-oriented mindset
  • Professionalism: Ability to represent Tecum in a confident, professional manner
About Tecum

Tecum Capital is a Pittsburgh, Pennsylvania based investment firm deploying private capital in lower middle market companies. Tecum provides mezzanine debt and equity investments in growth-oriented middle market companies across the broader high-value manufacturing, value-added distribution, and business services sectors, with a focus on opportunities that demonstrate strong long-term industry fundamentals, differentiated products or services, and identifiable secular growth tailwinds. Our team partners with independent sponsors, family offices, committed funds, business owners seeking succession plans, and management teams to create shared success. Tecum focuses on businesses with EBITDA greater than $3 million. Tecum seeks to invest $5 million to $30 million in potential portfolio companies. Tecum is a licensed Small Business Investment Company ("SBIC") and is currently investing out of Tecum Capital Partners III, L.P, a $305 million fund launched in September 2021. Since 2006, the team has collectively invested more than $1 billion in over 160 platform and add-on acquisitions. For more information, please visit www.tecum.com.

Mission Statement

Tecum Capital's Mission is to invest time, talent, and capital with lower middle market businesses and develop trusted relationships through the commitment of experience, resources, and flexible capital. By providing access to capital, we will execute our core strategy of fostering growth and building wealth for our portfolio companies and our investors.

Risk Management

All employees have the responsibility and the accountability to serve as risk managers for Tecum Capital Partners by understanding and responding to the risk they encounter daily. All employees are further responsible for establishing and maintaining adequate risk controls and appropriate systems to support ongoing monitoring and reporting of risks.

Compliance Management

Tecum Capital is committed to achieving superior levels of compliance by adhering to our policies and procedures, handbooks and on strict adherence to regulatory laws and guidelines while maintaining our customer focus. Compliance with regulatory requirements and company policy and procedure is a component of all position descriptions at Tecum Capital and shall be evaluated annually by the incumbent's supervisor. Employees who do not effectively execute their responsibilities shall be held accountable either in their annual appraisal, via a written warning, or in egregious situations through termination.

Supervision

Supervised by more senior staff and partners, these professionals participate on teams that source transactions, negotiate them, and monitor companies in the portfolio.

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