Job Overview: We are seeking a talented and motivated Investment Associate and VP to join our team and play a key role in evaluating, executing, and managing investment opportunities in the lower middle market. The ideal candidate will have a strong analytical mindset, exceptional financial modeling skills, and a passion for uncovering value in dynamic market environments.
Key Responsibilities:
Deal Evaluation and Due Diligence: Conduct comprehensive financial analysis, market research, and due diligence to evaluate potential investment opportunities. Assess target company financials, industry dynamics, competitive positioning, and growth prospects.
Financial Modeling and Valuation: Develop detailed financial models to assess investment returns, perform valuation analysis, and evaluate potential deal structures. Utilize discounted cash flow (DCF), comparable company analysis (CCA), and precedent transaction analysis (PTA) methodologies to assess investment attractiveness.
Investment Execution: Support senior team members in all aspects of the investment process, including deal sourcing, negotiation, and transaction execution. Assist in drafting investment memorandums, presentations, and investment committee materials.
Portfolio Management: Collaborate with portfolio company management teams to monitor performance, identify value creation opportunities, and implement strategic initiatives to drive growth and operational efficiency.
Market Research and Industry Analysis: Stay abreast of industry trends, market developments, and competitive dynamics to identify emerging investment themes and opportunities within target sectors.
Team Collaboration: Work closely with senior investment professionals, legal advisors, financial advisors, and other external stakeholders to facilitate successful deal execution and portfolio management.
Qualifications:
Bachelor's degree in Finance, Economics, Business Administration, or related field; MBA or CFA designation preferred.
2-4 years of experience in investment banking, private equity, management consulting, or related field with a focus on financial analysis and deal execution.
Strong proficiency in financial modeling, valuation techniques, and investment analysis.
Excellent quantitative and qualitative analytical skills with a keen attention to detail.
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
Excellent communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders.
Passion for investing and a strong desire to contribute to a high-performing investment team.
