The Associate will be involved in all aspects of a private equity investment transaction, including diligence, execution, and post-closing investment monitoring. The Associate will be an integral part of the investment team and is responsible for many important aspects of a live transaction, including financial analysis and due diligence processes.
THE SUCCESSFUL CANDIDATE IS EXPECTED TO:
- Analyzing investment opportunities including conducting business, industry and financial due diligence.
- Preparing complex financial models.
- Drafting and presenting investment committee memoranda.
- Monitoring portfolio company performance.
- Preparing limited partner presentations, sponsor marketing and fundraising materials.
QUALIFICATIONS:
- At least ~2 years of relevant experience: investment banking, private equity/credit, transaction advisory, or equity/credit research.
- Strong analytical and communication skills.
- Collaborative approach conducive to strong teamwork.
- History of outstanding performance and high level of motivation.
Total AUM estimated as of March 31, 2026.
