Senior Associate
About the Opportunity
Our client is an entrepreneurial lower middle market investment firm focused on acquiring and growing founder-owned businesses across a range of industries. The team is seeking a highly analytical Senior Associate to play a critical role in evaluating, executing, and managing control investments.
This position offers significant transaction responsibility, direct exposure to senior decision-makers, and a clear path toward advancement within a growing investment platform.
Key Responsibilities
- Evaluate and underwrite new investment opportunities
- Build and maintain detailed acquisition, operating, and returns models
- Analyze financial statements, cash flow, working capital, and business performance
- Prepare investment memorandums and investment committee materials
- Manage and coordinate financial, legal, tax, commercial, and operational diligence processes
- Lead interactions with advisors, lenders, and third-party diligence providers
- Conduct industry, market, customer, and competitive research
- Identify investment risks, develop downside scenarios, and challenge key assumptions
- Support transaction structuring, financing, documentation, closing, and post-close initiatives
- Assist with portfolio company reporting and value creation efforts
Qualifications
- 3-5 years of experience in private equity, investment banking, transaction advisory, or a similar transaction-focused role
- Strong preference for candidates with lower middle market buyout experience
- Advanced financial modeling and valuation skills
- Strong accounting and financial statement analysis capabilities
- Ability to independently manage multiple projects in a fast-paced environment
- Excellent written communication, organization, and attention to detail
- Entrepreneurial mindset and desire to work within a lean, growing investment platform
- Demonstrated interest in long-term career progression within private equity
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