Associate
- Corporate Private Equity & Corporate Credit Investments
- Dallas, Texas
- $115,000 to $125,000 Basic + Bonus (OTE £200,000+) + Benefits
- JOB-5421 TST
An established investment manager focused on opportunities in real assets, corporate debt, and private equity is currently looking to appoint an Associate for its investment team.
The Position:
The appointed Associate will play a critical role in the lifecycle of corporate private equity and corporate credit investments across broad industrial markets, with responsibilities to include:
- Evaluating and analyzing new investment opportunities
- Financial and valuation modelling
- Market research and comparative/industry analysis
- Preparation of presentation materials to investment committee, fund investors, and portfolio company Advisory Boards of Directors
- Participation in deal due diligence and management of outside service providers
- Creation and review of regular cash flows, budgets, and business plans for portfolio investments
- Working with management teams in developing and executing major strategic or financial initiatives (e.g., acquisitions, divestitures, financings, annual budgets)
- Monitoring and reporting on the fund’s investments
- Maintain relationships with management teams, investors, investment bankers, lenders, lawyers, consultants, etc.
- Assist in development of additional investment targets (e.g., analysis of themes, industries, and strategies that may warrant focused deal creation efforts)
Candidate Requirements:
- At least two years’ experience within asset management, investment banking, private equity, or corporate finance
- A minimum bachelor’s degree in finance, accounting, business, or economics from a leading academic institution
- Strong financial modelling, evaluation, analytical and quantitative skills
- Exceptional focus on details, accuracy, and quality
- The ability to work effectively within a fast-moving environment.
- The ability to multi-task and meet deadlines on multiple concurrent projects.
- Deep knowledge of Microsoft Office suite (Excel, PowerPoint, Word.)
- An intellectual curiosity and strong interest in investing.