Investment Associate — Sourcing & Portfolio Growth

Ames Watson; Columbia (MD); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Financial analysis

Financial modeling

Due diligence

Communication skills

Team collaboration

Autonomy

Formation

CFA or CPA preferred

Finance degree

Outils

Microsoft Excel

Microsoft PowerPoint

Description du poste

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.