This is a family office located in Charlotte who is looking to add a junior-level professional to their team! As an Investment Associate, you will play an integral part of the deal team. You will supporting senior management in all aspects of the transaction process; including building complex financial models, constructing industry and financial research, drafting investment memorandum to present directly to the investment committee, execution due diligence, and monitoring current portfolio companies. Said transactions will be across the Industrials space. This is an opportunity to grow within a lean, experienced team, and to work closely with senior-level management.
Associate Requirements:
- 2-3 years investment banking M&A experience
- Prior advising across the Industrials sector
- Bachelor's degree from reputable institution
- Ability to manage and prioritize congruent tasks with a deadline
- Exceptional modeling and analytical skills
- Solid communication and presentation skills
If you are looking for a challenging opportunity and fit the above criteria, please apply now!