Access Holdings · 6 hours ago
Vice President, Investments
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expAccess Holdings is a next-generation alternative asset manager providing investors with access to the lower-middle market. The Vice President role is a Partner-track position responsible for managing efforts across the investment life cycle, including investment thesis generation, deal sourcing, and portfolio management while building trust-based relationships with key stakeholders.
Financial ServicesVenture Capital
No H1B
Responsibilities
Profile investment themes and approaches and take a leading role in research and analysis on prospective investments
Lead and oversee key functions of a transaction including financial modeling, investor presentations, due diligence frameworks (financial, legal, operations, insurance, benefits, IT, and HR), and lender presentations
Coordinate the execution of investment transactions across all parties involved (e.g. legal counsel, third-party diligence providers, investors, internal operations, and portfolio company management)
Assist in negotiations with potential partners including, but not limited to letters of intent, purchase agreements, credit agreements, and executive employment agreements
Develop trust-based counseling relationships with portfolio executives and senior leadership
Monitor performance and risk profile of existing portfolio investments
Key participant in preparing and presenting deal information, by stage, to the investment committee
Create and maintain deal flow databases by identifying potential targets and preparing company specific due diligence reports and analysis
Conduct market and industry research, while qualifying investment opportunities and providing rolling updates
Mentor and train analysts and associates
Stay informed on capital market dynamics, provide appropriate information for disclosure, keep tracking policies and regulatory compliances
Engage, prepare and participate in board meetings of Portfolio Companies
Ensure the maintenance of ongoing relationships with external investors and partners
Support fundraising effort by building investor relationships
Prepare and review investment memos, term sheets, letters of intent and present investment opportunities/findings to the Access team and investors
Qualification
Required
8+ years of experience
Strong M&A and deal execution experience from a top investment bank and private equity/venture capital firm
Must be eligible to work in the U.S. without requiring sponsorship now or in the future
Preferred
MBA from a top tier university
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
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