Private Equity Investment Associate

6 days ago


Baltimore, Maryland, United States Access Holdings Full time
Investment Associate Job Description

Access Holdings is a middle-market investment firm seeking an exceptional candidate to join our investment team as an Associate.

Responsibilities:
  • Profile investment themes and approaches and take a leading role in due diligence and analysis
  • Conduct market and industry research, while qualifying investment opportunities and providing weekly updates
  • Create and maintain a deal flow database by identifying potential targets and preparing company-specific due diligence reports and analyses
  • Prepare investment memos, term sheets, and letters of intent; present investment opportunities/findings
  • Construct detailed financial models and returns analyses
  • Coordinate the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management, etc.)
  • Monitor performance and risk profile of existing portfolio investments
  • Support fundraising efforts by building investor relationships, responding to investor questions and other ad-hoc requests (dependent on active deal opportunities)
Requirements:
  • 2-4 years of investment banking or 3-4 years of transaction advisory services experience
  • Strong academic credentials (BS/BA from highly-regarded institution) and a demonstrated track record of successful work experience
  • Outstanding financial modeling and analytical skills; strong understanding of accounting and finance
  • Exceptional project management experience
  • Passion for investing and learning about new industries
  • Excellent communication skills with ability to synthesize complicated analyses concisely and to articulate insightful conclusions compellingly
  • Demonstrated ability and interest in working in a small, entrepreneurial team


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