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Access Holdings is a next-generation alternative asset manager providing investors with access to the lower-middle market. Founded in 2013, Access Holdings has approximately $2.3 billion in assets under management. The firm implements its systematic research and data-driven operating model - The Access Edge - to partner with lower-middle market businesses in industries essential to economic growth and resilience. For more information, please visit www.accessholdings.com.
Position Description
Access Holdings is seeking an exceptional candidate to join our investment team as an Associate.
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)
Requirements
Successful candidates will have the following attributes:
- 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
Compensation:
- The compensation for this role ranges $100,00 - $250,000 annually
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
