Private Equity Associate

Access Holdings; New York (NY); Hybrid; USD 100,000 - 250,000; Full time

Job summary

A leading alternative asset manager in New York is seeking a candidate with investment banking or consulting experience for a role focused on investment transactions and portfolio management. Responsibilities include conducting due diligence, creating financial models, and supporting fundraising efforts. Ideal candidates should have 2-4 years of relevant experience and strong analytical skills. Compensation ranges from $100,000 to $250,000 annually, primarily based in Baltimore with a commute from New York.

Qualifications

• 2-4 years of investment banking or consulting experience; or 3-4 years of transaction advisory services experience.
• Outstanding financial modeling and analytical skills.
• Strong understanding of accounting and finance.

Responsibilities

• Profile investment themes and conduct due diligence.
• Conduct market research and qualify investment opportunities.
• Create deal flow database and maintain due diligence reports.
• Prepare investment memos and present findings.
• Construct financial models and perform risk analysis.
• Coordinate execution of investment transactions.
• Monitor performance of portfolio investments.

Skills

Investment banking experience

Financial modeling

Analytical skills

Understanding of accounting

Microsoft Excel competency

Microsoft PowerPoint competency

Job description

Access Holdings is a next-generation alternative asset manager providing investors with access to the lower‑middle market. Founded in 2013, Access Holdings has approximately $2.3 billion in assets under management. The firm implements its systematic research and data‑driven operating model – The Access Edge – to partner with lower‑middle market businesses in industries essential to economic growth and resilience. For more information, please visit www.accessholdings.com.

Position Description

Access Holdings is seeking outstanding candidates to assist the current team across all transaction functions and portfolio management activities.

Responsibilities

• Profile investment themes and approaches and take a leading role in due diligence and analysis
• Conduct market and industry research, while qualifying investment opportunities and providing weekly updates
• Create and maintain deal flow database by identifying potential targets and preparing company specific due diligence reports and analyses
• Prepare investment memos, term sheets, and letters of intent; present investment opportunities/findings to team and investors
• Construct detailed financial models and returns analyses
• Coordinate the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management, etc.)
• Monitor performance and risk profile of existing portfolio investments
• Support fundraising efforts by building investor relationships, responding to investor questions and other ad‑hoc requests (dependent on active deal opportunities)

Requirements

Successful candidates will have the following attributes:

• 2-4 years of investment banking or consulting experience; or 3-4 years of transaction advisory services experience (top tier consulting firm is a plus)
• Outstanding financial modeling and analytical skills
• Strong understanding of accounting and finance
• Passion for investing and learning about new industries
• Demonstrated ability and interest in working in a small, entrepreneurial team
• Competency in Microsoft Excel and PowerPoint
• Access has a New York office; however, this role will primarily be based in Baltimore, requiring commute.

Compensation

• The compensation for this role ranges $100,000 - $250,000 annually