1-4 years of relevant experience in investment or finance
Preference for candidates with software sector experience
Connection to Miami is advantageous
Proven excellence in analytical and financial modeling skills
Strong communication abilities, both written and oral
Ability to thrive in a fast-paced, entrepreneurial setting
High integrity and solid professional references
Responsibilities
Prepare investment memos and summaries of business plans
Conduct research on investment targets, including market dynamics
Manage third-party due diligence providers like legal and industry consultants
Perform detailed financial analysis and modeling tasks
Assist with legal documentation and post-closing issues
Source actionable investment opportunities
Support marketing efforts to raise the firm's profile
Execute and evaluate post-close initiatives for value creation
Oversee and mentor Associates and Analysts
Benefits
Opportunity for career advancement into a partner track based on performance
Work in a highly entrepreneurial and collaborative environment
Engagement with management teams at portfolio companies for value creation
Participation in a market-leading growth equity firm
Exposure to a diverse range of enterprise software investments
Full Job Description
Job Summary: Arrowroot Capital seeks a Miami-based Associate with 1-3 years of post-undergraduate experience in technology investment banking or growth equity to be an integral member of our growing team. The candidate should be comfortable and capable of sourcing and executing new investments and working with management teams of portfolio companies directly with the Partners of the firm. The candidate must excel in conducting a significant portion of due diligence in-house and managing complex processes and situations. The Associate position is typically a 2-year program and Associate outperformance is eligible for promotion to a partner track position.
The Associate will work collaboratively with management teams at portfolio companies to help build value through efficient sales & marketing operations, organic growth and add-on acquisitions. This individual will also play a lead role in all parts of the transaction process, including sourcing, negotiating & structuring, completing industry research, writing investment memos, and supporting post-close strategic initiatives.
The ideal candidate will have investment transaction experience in the enterprise software sector and possess the ability to evaluate, analyze, and synthesize investment opportunities. He/she should also effectively communicate and quantify an investment thesis along with its related risks and mitigating factors. This candidate must thrive in an entrepreneurial private equity culture and have the potential to grow into a larger role at the firm, including leading deals with increasing independence.
Responsibilities and Duties:
Preparation of investment memos and business plan summaries
Researching investment target's competitive position, market size, and industry dynamics
Management of third party diligence providers, including legal, accounting and industry-specific consultants
Detailed financial analysis and modeling
Assisting with legal documentation and post-closing legal issues
Sourcing actionable opportunities
Marketing the firm to both internal and external constituents
Executing and analyzing post-close value creation initiatives
Managing and training Associates & Analysts
Qualifications:
1-4 years of total experience including a strong academic background and investment experience
Software experience preferred
Connection to Miami preferred;
Top performer within peer group in the following areas: qualitative and quantitative analytical skills, understanding of finance, financial modeling, business judgment, and attention to detail
High degree of intellectual curiosity, proactive mentality and desire to work in an unstructured, entrepreneurial environment
Very strong written and oral communication skills
Team player with proven ability to work in a collaborative environment
Superior Microsoft Excel, Word and PowerPoint skills required
High level of integrity with strong professional references