Job DescriptionSUMMARYThis is an exciting opportunity to be part of the Vermilion team! We're seeking an Associate with strong expertise and practical transactional and/or operational experience in areas including sourcing, target assessment, valuation, due diligence, deal execution, and portfolio company monitoring and management. This is a unique and exciting opportunity for a high performing, driven individual who embraces a long-term perspective on value creation, beneficial impact investing, building and sustaining a generational portfolio and aligns with Vermilion's values.
RESPONSIBILITIES Prospect Development
- Conduct research and analysis, including but not limited to industry/market dynamics, competitive profiles, outreach calls, target profiling, primary research etc., to support deal opportunities in-line with Vermilion's investment strategy
- Assist in the development and maintenance of relationships with deal sources including investment advisors, investment bankers, other family-run enterprises, attorneys and other key stakeholders to ensure a robust pipeline of investment opportunities
- Support and build "thesis driven" buyside and deal generation campaigns and identify proprietary investment opportunities
Deal Execution
- Participate in investment evaluation activity including financial modeling and scenario analyses
- Collaborate with the Vermilion team to outline transaction structures and create in depth business cases for potential investments
- Support due diligence processes and evaluate all critical components of potential investments, bringing in outside experts as needed
- Draft short-form and long-form investment memoranda
Investment Oversight
- Support operating company post-close activities to ensure value creation drivers are maintained and managed
- Work with SVP, Managing Director/CFO to monitor financial and impact performance and evaluate returns on investments
- Develop and conduct quarterly internal portfolio valuation and assist with portfolio reporting for presentation to SVP, Managing Director, Chairman, CFO and Board of Advisors.
- Assist portfolio companies with strategy deployment and financial analyses as needed to achieve growth objectives
- Provide corporate development support to assigned portfolio companies including add-on acquisitions, partnerships, etc.
Firm Support
- Assist with Vermilion's internship program including identifying and recruiting top-tier undergrad candidates, maintaining relationships with undergraduate business programs and recruitment offices, and providing mentorship and training to interns
- Assist with various firm-wide initiatives including internal relationship development across Mortenson, development of 'best-practice' tools (ex. Deal evaluation templates), AI-related initiatives, and various other activities that support firm-wide goals
QUALIFICATIONS - 2+ years working in investment banking, private equity, family office, corporate development group, management consulting or related field
- Demonstrated experience developing/evaluating financial models, analyzing financial statements, understanding various valuation methodologies and working in a transaction-oriented environment
- Demonstrated proficiency with Microsoft Excel and financial modeling
- Strong command of accounting and finance
- Outstanding communication and interpersonal skills
- Knowledge of and passion for using investing as a means by which to engender beneficial impact
- Bachelor's degree in business or related field with excellent academic record, preferably with an emphasis in finance, accounting or economics
- Interest and comfort working in a small, fast paced organization with an emphasis on teamwork, humility, stewardship and a commitment to doing the better thing
The base pay range for this role is $107,300 - $134,150
Base pay is positioned within the range based on several factors including an individual's knowledge, skills, and experience, with consideration given to internal equity.
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Please make note: - Visa sponsorship is not offered for this position.
- Our postings are typically open a minimum of 5 days and an average of 44 days.
