Investment Associate
Position Overview:
A leading private equity investment platform is seeking a highly motivated Investment Associate to join its Cleveland-based team. The firm provides flexible capital solutions-including equity and mezzanine investments-to middle-market companies across a range of industries. The Investment Associate will play a key role in all aspects of the investment process, from deal sourcing and due diligence to portfolio management and exit execution.
Key Responsibilities:
Deal Evaluation:
Analyze new investment opportunities, including financial modeling, valuation, and industry research.Due Diligence:
Participate in comprehensive due diligence processes, including management meetings, site visits, and review of legal and financial documentation.Transaction Execution:
Support the structuring, negotiation, and closing of new investments and add-on acquisitions.Portfolio Management:
Monitor portfolio company performance, prepare internal and external reporting materials, and assist with value creation initiatives.Market Research:
Conduct ongoing research on industry trends, market dynamics, and potential investment targets.Team Collaboration:
Work closely with senior investment professionals and portfolio company management teams.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 2-4 years of experience in private equity, investment banking, leveraged finance, or transaction advisory.
- Strong financial modeling, analytical, and problem-solving skills.
- Excellent written and verbal communication abilities.
- High attention to detail and ability to manage multiple projects simultaneously.
- Collaborative team player with a strong work ethic and intellectual curiosity.
Compensation & Benefits:
- Competitive base salary and performance-based bonus.
- Comprehensive health, dental, and retirement benefits.
- Professional development and advancement opportunities.
- Exposure to a broad range of transactions and direct interaction with senior leadership.
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