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Join Access Holdings as a Private Equity Associate, responsible for due diligence, financial modeling, market research, and investment transaction support.
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
Top Skills
Accounting
Financial Modeling
Investment Analysis
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