Investment Associate

RCP Advisors; Chicago (IL); On-site; USD 115,000 - 160,000; Full time

Job summary

RCP Advisors is seeking a motivated Associate for their investment team. This Pre-MBA position involves underwriting investment opportunities in the Lower Middle Market Buyout space. The role offers a chance to impact the business and develop professional skills in a dynamic environment.

Benefits

Medical, dental and vision insurance

401k with company contribution

Unlimited time off

Paid parental leave

Commuter benefit program

Qualifications

• 2-3 years of work experience in private equity or related fields.
• Advanced modeling and Microsoft Office skills required.

Responsibilities

• Diligence and execute co-investment transactions.
• Prepare investment memos and co-lead investment committee discussions.
• Train and mentor analysts on the investment team.

Skills

Analytical

Communication

Problem-Solving

Time Management

Organizational Skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Position Summary

RCP is looking to hire a highly motivated Associate to join our investment team this summer (2025). The individual in this role will participate in all aspects of RCP’s investment process, with a focus on underwriting primary, secondary and co-investment opportunities in the Lower Middle Market Buyout space. Working alongside the collaborative team, this person will have the opportunity to make an immediate positive impact on RCPs business while continuing to develop his or her own professional skills.

Duties and responsibilities

• Diligence and execute co-investment transactions, which will entail all aspects of directly investing into the cap table of an operating company, including meeting management teams, assessing industry attractiveness and creating detailed LBO valuation models
• Underwrite secondary investment opportunities, including top down and bottoms up LBO valuation models for baskets of operating companies
• Evaluate primary investment opportunities for RCP’s fund of funds product and serve as an integral member of the deal team that assesses and underwrites potential commitments. This includes top down-market research, screening and review of data room materials, meeting with fund managers and quantitative and qualitative due diligence on partnerships and companies
• Prepare investment memos and co-lead RCP investment committee discussions on primary, secondary and co-investment opportunities
• Train and mentor pool of analysts on investment team

Requirements and Qualifications

Required

• Bachelor's degree required – this is a Pre-MBA position
• 2-3 years of work experience in an industry with private equity exposure (secondaries, co-investment firm, investment banking, credit underwriting, valuation, management consulting, investment management)
• Advanced modeling and Microsoft Office skills (Excel, PowerPoint, Word)
• Ability to prioritize and manage his/her workload such that deadlines are consistently met
• High degree of comfort in a dynamic and fast paced work environment
• Possess strong attention to detail and the ability to effectively prioritize multiple tasks
• Analytical, quick thinker with unconventional problem-solving capabilities
• Excellent time management, project planning, and organizational skills
• Outstanding communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade executive audiences
• Dynamic relationship building and partnership skills; a strong teammate with experience leading initiatives across multiple departments
• Must have the ability to interact with a variety of individuals (employees at all levels, clients, vendors), along with the ability to work independently are required

Benefit & Compensation

• Insurance services including medical, dental and vision plans. Company and employees pay premiums.
• 401k with a company safe harbor contribution for all eligible employees
• Short- and long-term disability
• Voluntary life, AD&D, voluntary accident insurance, voluntary critical illness and voluntary hospital indemnity
• Employee Assistance Program
• Pre-tax commuter benefit program
• Transit and cell phone stipend
• 12 paid holidays
• Unlimited time off for vacation, sick and personal time
• Paid Parental leave
• Compensation range for this role is $115,000 - $160,000

If you believe you would be a good fit for this position, please send your resume to [e-mail]. Thank you in advance for your consideration.

About RCP Advisors Founded in 2001, RCP Advisors is a private equity investment firm headquartered in Chicago that provides access to lower middle market private equity fund managers through primary funds-of-funds, secondary funds, and co-investment funds. Additionally, the firm provides advisory and investment research services.

The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands. RCP Advisors is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at RCP Advisors are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate. Americans with Disabilities Act (ADA)RCP Advisors will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at (847-878-3371) or [e-mail].