Holdings Associate

NewSpring Capital; Radnor, Northern (Delaware County, KY); Hybrid; USD 100,000 - 150,000; Full time

Job summary

NewSpring Capital is seeking an Associate to support its Holdings strategy. You will join a team of investment professionals who help source new deals and manage portfolio companies.

In this role you will be involved in all aspects of the investment lifecycle, including sourcing, underwriting and execution, monitoring and exiting, and you will work closely with the C-level management teams of portfolio companies.

Qualifications

• 2-3 years of relevant work experience with a strong preference for private equity, transaction services, or investment banking.

Responsibilities

• Assist in the execution of transactions across a wide range of industries, end markets, and business models
• Evaluate and analyze potential investment opportunities and structures
• Perform extensive due diligence including creating investment models
• Generate investment memorandums and present directly to the Investment Committee
• Assist in portfolio management and monitoring with the opportunity to work directly with the C-level management teams of existing investments
• Perform market research including analyzing market size and segments and assessing competitive landscapes
• Help to prepare limited partner communications and valuation analyses
• Work collaboratively with other junior investment team members across strategies
• Actively network and immerse self in the entrepreneurial business community
• Other ad-hoc projects as needed

Skills

Financial modeling

Analytical skills

Strong communication

Problem solving

Education

Bachelor’s degree in finance/accounting or related field

Tools

Excel

PowerPoint

Job description

Description

NewSpring Capital is looking for an Associate to support its Holdings strategy. In this position, you will play a critical role on our team of investment professionals who help to source new deals and manage our existing portfolio companies. You will provide support throughout the investment process and be involved in all aspects of the investment lifecycle including sourcing, underwriting and execution, monitoring and exiting.

Requirements

Job responsibilities include, but are not limited to:

• Assist in the execution of transactions across a wide range of industries, end markets, and business models
• Evaluate and analyze potential investment opportunities and structures
• Perform extensive due diligence including creating investment models
• Generate investment memorandums and present directly to the Investment Committee
• Assist in portfolio management and monitoring with the opportunity to work directly with the C-level management teams of existing investments
• Perform market research including analyzing market size and segments and assessing competitive landscapes
• Help to prepare limited partner communications and valuation analyses
• Work collaboratively with other junior investment team members across strategies
• Actively network and immerse self in the entrepreneurial business community
• Other ad-hoc projects as needed

Qualifications:

• 2-3 years of relevant work experience with a strong preference for private equity, transaction services, or investment banking
• Passion for private equity with the desire to learn and be successful
• Exceptional problem-solving skills with the desire to always go one step further to find the answer
• Team player who is always willing to step in when needed and be a part of our tight knit culture
• Extremely detail oriented with a propensity for continuous improvement and learning from experiences
• Strong analytical capabilities and financial modeling skills. Highly proficient in Excel and PowerPoint
• Excellent written and verbal communication skills
• Strong work ethic, ability to be proactive and responsive in high-pressure situations
• Record of strong academic performance from a leading undergraduate institution
• Working knowledge of accounting and finance concepts
• Connection to the greater Philadelphia area is strongly preferred