Job Description
Job Description
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 counselling 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 in developing financial and valuation models
Stay informed on capital market dynamics, provide appropriate information for disclosure, keep tracking policies and regulatory compliance's
Engage, prepare and participate in board meetings of Portfolio Companies
Ensure the maintenance of ongoing relationships with external investors and partners
Support fund raising 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
The Successful Applicant
Successful candidates will have the following attributes:
4 - 6 year's total work experience
MBA, CFA or Bachelors from a top tier university (preferred)
Strong M&A and deal execution experience from a top investment bank and private equity/venture capital firm
Outstanding financial modelling and analytical skills
Strong understanding of accounting, finance, and capital structure
Exceptional verbal and written communication skills
Ability to comfortably interact with senior management (internal & external)
Appetite to become a subject matter expert in broad and diverse industries
