Investment Associate

Fulcrum Equity Partners; Atlanta (GA); On-site; USD 110,000 - 150,000; Full time

Job summary

Fulcrum Equity Partners, an Atlanta-based growth equity firm, seeks an Associate to support all aspects of the fund’s investment process and work with the Fulcrum team. Responsibilities include screening and evaluating investment opportunities, reviewing business plans, and performing due diligence to evaluate potential investments.

You will conduct financial analysis and modeling, prepare investment memoranda and presentation materials, monitor portfolio performance, and assist in sourcing new

Qualifications

• Two+ years in related field with preference for investment banking, private equity, venture capital, consulting or related experience.
• Strong financial analysis and modeling skills are required.
• Undergraduate degree with GPA of 3.5+; accounting or finance preferred.

Responsibilities

• Screening and evaluating investment opportunities
• Reviewing business plans and performing due diligence with respect to potential investments
• Maintaining the deal log
• Financial analysis and modeling
• Research related to investments, including in-depth research of the prospect’s business, industry and competition
• Preparing investment memoranda and financial exhibits; preparing presentation materials and other supplemental information
• Monitoring the performance of portfolio companies; assisting portfolio companies in a variety of transactions, including follow-on equity and debt financings and acquisitions; and preparing and packaging materials for portfolio companies to potential acquirers
• Assist in sourcing potential new investment opportunities, including attending conferences, building a network of young professionals, etc.

Skills

Financial analysis

Financial modeling

MS Office

Education

Bachelor's degree in finance or accounting

Tools

MS Office Suite

Job description

Fulcrum Equity Partners seeks an Associate

Fulcrum Equity Partners is an Atlanta-based growth equity firm that manages over $1 billion and provides expansion capital to rapidly growing companies led by strong entrepreneurs and management teams. We target companies within the healthcare, B2B SaaS and technology enabled services sectors. Our initial target investment size is $5 million - $35 million, and we provide financing to meet a wide range of needs, including internal growth initiatives, acquisitions and recapitalizations. The partners have over 175 years of relevant experience, including significant operating experience in senior executive positions at companies in Fulcrum’s target markets that grew rapidly and enjoyed successful exits. Additionally, our limited partners include over 100 current or former business owners/CEOs of leading companies in a wide variety of industries that provide a rich resource for our firm and portfolio companies. For more information, visit www.fulcrumep.com.

Qualified candidate will support all aspects of the fund’s investment process and work with all members of the Fulcrum team. More specific responsibilities will include:

Responsibilities

• Screening and evaluating investment opportunities
• Reviewing business plans and performing due diligence with respect to potential investments
• Maintaining the deal log
• Financial analysis and modeling
• Research related to investments, including in-depth research of the prospect’s business, industry and competition
• Preparing investment memoranda and financial exhibits; preparing presentation materials and other supplemental information
• Monitoring the performance of portfolio companies; assisting portfolio companies in a variety of transactions, including follow-on equity and debt financings and acquisitions; and preparing and packaging materials for portfolio companies to potential acquirers
• Assist in sourcing potential new investment opportunities, including attending conferences, building a network of young professionals, etc.

Job Qualifications

• Minimum of two years in related field with preference for investment banking, private equity, venture capital, consulting or related experience
• Passionate about and have an interest in technology and healthcare
• Strong financial analysis and modeling skills are required
• Must be detail-oriented with excellent written and verbal communication skills
• Strong research skills
• Results-oriented individual who can work independently or as part of a team
• Comfortable meeting tight deadlines and juggling multiple responsibilities
• Must be proficient with MS Office Suite, including Excel, Power Point and Word
• Undergraduate degree with a minimum GPA of 3.5; concentration in accounting or finance preferred

Timing

Flexible; ideally no later than 1H 2027