Investment Team Senior Associate, North America

Novastone Capital Advisors; Chicago (IL); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Company benefits

Employee training/development

Dynamic and international atmosphere

Job summary

Novastone Capital Advisors seeks an Investment Team Senior Associate to join the North American team and lead deal evaluation and execution for SMEs seeking acquisition opportunities.

You will support searchers in identifying, evaluating, and executing M&A transactions, while developing financial models and coordinating with senior team members to ensure timely deliverables. This is a remote, international role based in North America.

Qualifications

• 5–7 years of relevant work experience in investment banking, M&A advisory, or investment funds.
• Bachelor’s degree with a strong academic record in a relevant field.
• Strong ownership, accountability, and ability to work with ambiguity.
• Solid understanding of accounting, finance, and M&A transactions.
• Strong written and spoken communication to engage with investors and sellers.

Responsibilities

• Evaluate, structure, and execute M&A transactions with searchers and investors.
• Develop and own financial models for potential transactions.
• Communicate project progress and deadlines to senior team members.
• Review and develop legal documents for potential transactions with senior colleagues.
• Oversee deal memoranda prepared by searchers prior to investor presentations.

Skills

Investment experience

Deal structuring

Financial modeling

M&A analysis

Communication

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

Novastone Capital Advisors (NCA) runs a global Operator-Led Search Fund program, helping mid-career professionals to identify, acquire, grow, and exit established small to medium-sized enterprises (SMEs) typically faced with succession challenges.

Check our website for more information: http://www.novastone-ca.com

Job Description:

We are looking for an Investment Team Senior Associate to join the North American team and be responsible for deal evaluation and execution, providing support to the individual searchers actively seeking SMEs to acquire, among other responsibilities. The Investment Team Senior Associate will bring value to the team by analyzing and assisting in the execution of SME acquisitions in North America.

Responsibilities:

• Work with and advise NCA searchers on evaluating, structuring, and executing M&A transactions.
• Development and ownership of financial models with respect to potential transactions.
• Effectively communicate with senior Investment Team members on project progress and upcoming deadlines and/or deliverables.
• Collaborate with senior Investment Team members in the review and development of legal documentation of potential transactions.
• Oversight and review of deal memoranda prepared by searcher prior to investor presentations.
• Oversight of searcher-led commercial due diligence and third-party due diligence work streams.
• Present analyses and studies internally and to investors in support of NCA searchers.
• Assist in the development of “best practices” for the NCA Investments Team and searchers.
• Represent NCA to investors, sellers, and advisors in the deal process.
• Monitor and maintain reports for North American portfolio companies.
• Support value-creation activities for North American portfolio companies.
• Sit on the board of select portfolio companies as an NCA representative, supporting governance and value-creation initiatives alongside Program Participants.

Must-have requirements

• 5-7 years of relevant work experience, ideally in investment banking, Big 4 M&A advisory, or directly in an investment fund.
• Bachelor’s degree with a strong academic record in a directly relevant field.
• Strong sense of personal responsibility, ability to take ownership and deal with ambiguity.
• Well-developed understanding of accounting, finance, and M&A transactions.
• Strong spoken and written communication skills and appropriate interpersonal skills to engage with investors, searchers, and potential sellers.
• Based in North America and comfortable working in a 100% remote and international environment.

Nice-to-have requirements

• Experience managing third-party vendors
• Prior success working in an international and remote-first environment
• Experience working with small and medium, family-owned enterprises

We offer

• Company benefits
• Personal benefits
• Employee training/development
• Dynamic and international corporate atmosphere