Private Equity Associate jobs in United States
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Access Holdings · 1 day ago

Private Equity Associate

Access Holdings is a next-generation alternative asset manager providing investors with access to the lower-middle market. They are seeking an exceptional candidate to join their investment team as an Associate, where the primary responsibilities include conducting due diligence, preparing investment documentation, and supporting fundraising efforts.

Financial ServicesVenture Capital

Responsibilities

Profile investment themes and approaches and take a leading role in due diligence and analysis
Conduct market and industry research, while qualifying investment opportunities and providing weekly updates
Create and maintain deal flow database by identifying potential targets and preparing company specific due diligence reports and analyses
Prepare investment memos, term sheets, and letters of intent; present investment opportunities/findings
Construct detailed financial models and returns analyses
Coordinate the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management, etc.)
Monitor performance and risk profile of existing portfolio investments
Support fundraising efforts by building investor relationships, responding to investor questions and other ad-hoc requests (dependent on active deal opportunities)

Qualification

Financial modelingAnalytical skillsInvestment banking experienceAccounting knowledgeProject managementPassion for investingCommunication skillsTeamwork

Required

2-4 years of investment banking or 3-4 years of transaction advisory services experience
Strong academic credentials (BS/BA from highly-regarded institution) and a demonstrated track record of successful work experience
Outstanding financial modeling and analytical skills; strong understanding of accounting and finance
Exceptional project management experience
Passion for investing and learning about new industries
Excellent communication skills with ability to synthesize complicated analyses concisely and to articulate insightful conclusions compellingly
Demonstrated ability and interest in working in a small, entrepreneurial team

Company

Access Holdings

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Access Holdings is a Baltimore-based private equity firm that offers direct investment opportunities.

Funding

Current Stage
Early Stage

Leadership Team

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Kevin McAllister
Founder
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Michael Rodgers
Partner
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Company data provided by crunchbase