Achievers Network · 2 months ago
Managing Director, Investments & Client Engagement
Cincinnati, OH
Part-time
Hybrid
Director/Executive
15+ years expAchievers Network is the parent organization of the Minority Business Accelerator, LLC., which focuses on supporting minority-owned businesses. The Managing Director of Investments & Client Engagement will oversee investment activities and manage client engagement processes to foster the growth of minority business enterprises.
Non-profit Organization Management
Responsibilities
Partner with the CEO in overseeing the MBA Fund’s investment portfolio of securities including debt, equity, warrants, etc., as well as overseeing client engagements of the Accelerator that do not receive direct investments from the MBA Fund
Maintain primary responsibility for the management and ongoing development of the entire credit and investment underwriting process for the MBA Fund including risk ratings, scoring and evaluation methodologies, portfolio management, compliance, and overall performance
Work directly with entrepreneurs that apply to either the Accelerator or the MBA Fund to examine the viability of the proposed request, perform due diligence, research and analyze company accounts, profit and loss statement and balance sheet analysis, financial modeling, forecasts and projections as part of the overall assessment of the applicant’s growth plans and strategies
Perform various valuation methods (comparable companies, precedents, discounted cash flow models, etc.) in support of business acquisitions and investment opportunities
Prepare, analyze, and review materials used in the financing and investment of business transactions, including investment memoranda and management presentations
Brief members of the Member Advisory Committee, Investment Committee and Board of Managers on proposed acquisitions and investment and client opportunities
Identifies sources of debt and equity financing relationships
Ensure company policies and legal guidelines are communicated all the way from the top down in the company and that they are followed at all times
Demonstrated ability to simplify and communicate complex financial concepts with stakeholders, authorities, and business and strategic partners including, but not limited to, banks, CPAs, attorneys and brokers
Lead the preparation of documents, investment memorandums and related materials for all Investment Committee meetings or third-party capital providers
Serve as the brand ambassador for the company in ways that strengthen its profile
Qualification
Required
Master's degree in Finance, Economics, or Business Administration field of study is preferred, or a minimum of 15 years of equivalent and relevant experience in business and commercial lending, investments, underwriting and investment analysis
At least 10 years of experience in deal structuring, valuations, and financial and business analysis
At least 10 years of experience in evaluating and structuring mergers and acquisitions
Superior understanding of how to source, structure, model, value and close equity and debt financings
Highly developed communication and interpersonal skills for effective relationship management; to build and maintain trust relationships with clients and prioritize their needs
Highly developed sales, networking and presentation skills
Proven proficiency in Microsoft Office products, with advanced level with Microsoft Excel
Strong organizational and planning skills
Ability to work in a fast-paced, team-based environment with minimal supervision
Ability to work effectively in a hybrid office environment with a minimum of 3-4 days in office per week. First 30 days of employment in role will be in office for onboarding and training
Proven leadership abilities
Preferred
Financial Industry Regulatory Authority Series 7 or 66 license preferred
Benefits
Competitive salary & excellent benefit package
Company
Achievers Network
Black Achiever is a group dedicated to connecting African American professionals. We believe you can accomplish more together than you can by yourself.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michael Moore
President/CEO
Company data provided by crunchbase