Access Holdings · 8 hours ago
Private Equity Associate
NYC Metro Area
Full-time
Onsite
Entry, Mid Level
$100K/yr - $250K/yr
2+ years expAccess Holdings is a next-generation alternative asset manager providing investors with access to the lower-middle market. The Private Equity Associate will assist the current team across all transaction functions and portfolio management activities, focusing on due diligence, market research, and financial modeling.
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 to team and investors
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
Required
2-4 years of investment banking or consulting experience; or 3-4 years of transaction advisory services 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
Strong communication skills
Demonstrated ability and interest in working in a small, entrepreneurial team
Competency in Microsoft Excel and PowerPoint
Access has a New York office; however, this role will primarily be based in Baltimore, requiring commute
Preferred
top tier consulting firm experience
Company
Access Holdings
Access Holdings is a Baltimore-based private equity firm that offers direct investment opportunities.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kevin McAllister
Founder
Michael Rodgers
Partner
Recent News
2026-01-19
2026-01-17
2026-01-03
Company data provided by crunchbase