Investment Associate

Ames Watson; Columbia (MD); On-site; USD 90,000 - 130,000; Full time

Job summary

Ames Watson is a privately held, permanent capital holding company that purchases, transforms and partners with middle market companies to create long term value. The Associate will be part of the investment team and support strategic and long-range goals of the firm.

The role will have significant involvement in the Company’s new investment process, including sourcing and evaluation of opportunities, financial analysis and modeling, and presenting investment memos to the senior team.

Qualifications

• Minimum 2-4 years of experience in finance, private equity, accounting, or consulting.
• CFA or CPA preferred.
• Ability to build and analyze financial statements / models including balance sheet, cash flows and P&L statements.
• Expert level use of the Microsoft Office Suite including Excel and PowerPoint.
• Excellent written and verbal communications skills; ability to convey messages clearly and concisely.
• Ability to work autonomously and in teams, and at all levels of the organization (internally and externally).
• Ability to work effectively with levels of ambiguity and managing multiple priorities simultaneously.

Responsibilities

• Support with the sourcing and evaluation of new investment opportunities.
• Financial analysis and modeling.
• Research and due diligence for new investment opportunities.
• Prepare and present investment memos and models to the senior team.
• Work closely with portfolio company personnel to ensure execution of new and existing initiatives at the portfolio company level.
• Read and comprehend a wide range of legal documents including acquisition documents, leases, financing documents and partnership agreements.
• Other duties as assigned.

Skills

Financial analysis

Financial modeling

Due diligence

Communication skills

Team collaboration

Autonomy

Education

CFA or CPA preferred

Finance degree

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Ames Watson is a privately held, permanent capital holding company that purchases, transforms and partners with middle market companies to create long term value. Our strategy is based on bringing more than just capital to a company. We bring know-how, problem solving, deep resources and experience to grow companies and move them past “inflection points.” Ames Watson has committed capital and evaluates hundreds of new M&A opportunities each year.

General Summary

The Associate will be part of the investment team and support strategic and long-range goals of the firm. The role will have significant involvement in the Company’s new investment process. This role will primarily be responsible for: sourcing and evaluation of new investment opportunities, supporting new initiatives of the firm and the firm’s portfolio companies, and providing operational support within the portfolio companies as required and assigned.

Principle Duties and Responsibilities

• Support with the sourcing and evaluation of new investment opportunities.
• Financial analysis and modeling.
• Research and due diligence for new investment opportunities.
• Prepare and present investment memos and models to the senior team.
• Work closely with portfolio company personnel to ensure execution of new and existing initiatives at the portfolio company level.
• Read and comprehend a wide range of legal documents including acquisition documents, leases, financing documents and partnership agreements.
• Other duties as assigned.

Location

The deal team is onsite three days a week in the Columbia, MD office. If you do not live locally, you would have to relocate to be considered for this role.

Job Required Knowledge, Skills and Education

• Minimum 2-4 years of experience in finance, private equity, accounting, or consulting. CFA or CPA preferred.
• A willingness to support all areas of our business, including working directly with portfolio companies.
• Ability to build and analyze financial statements / models including balance sheet, cash flows and P&L statements.
• Expert level use of the Microsoft Office Suite including Excel and PowerPoint.
• Excellent written and verbal communications skills; ability to convey messages clearly and concisely.
• Ability to work autonomously and in teams, and at all levels of the organization (internally and externally).
• Ability to work effectively with levels of ambiguity and managing multiple priorities simultaneously.