Investment Associate
Title: Investment Associate
Company Summary: A Chicago-based Family Office is seeking an Investment Associate to join its dynamic team. The firm specializes in lower-middle market investments across a diverse range of industries. This is a unique opportunity to become part of a lean, highly acquisitive team, offering early and significant responsibility, hands-on deal experience, and exposure to all aspects of the investment process.
The Private Equity Associate will be responsible for:
- Execution of broader market and industry research
- Financial modeling, valuation analysis, and returns analysis for various investment targets
- Take point on due diligence processes
- Monitor existing investment portfolio
- Assisting the team with operating/portfolio company work
The Private Equity Associate should have the following qualifications:
- 1-3 years of Investment Banking experience performing M&A with a reputable middle market or lower middle market bank; related transaction advisory consulting experience will also be considered
- 1-2 year of Private Equity or relevant buy-side experience
- Bachelor's Degree
- Master's Degree preferred
- Superior financial analysis, modeling, budgeting, and forecasting skills (there will be a modeling test)
- Excellent interpersonal skills and exceptional work ethic
- Prior experience or interest in sectors such as healthcare and technology.
If you are interested in the Investment Associate role, then please don't wait to apply.
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