Senior Associate, Growth Equity

Confidential Company; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Confidential Company in New York City is seeking a Growth Equity Senior Associate to join the Investment Team. The role centers on evaluating private equity opportunities, conducting due diligence, building financial models and preparing materials for investment committee review.

Ideal candidates bring training in investment banking or strategy consulting and 1–2 years of relevant investing experience in private markets, with occasional travel for deal diligence as needed.

Qualifications

• Trained in investment banking or strategy consulting.
• 1–2 years of relevant investing experience in a transactions-oriented private markets setting.

Responsibilities

• Involved in all aspects of transaction evaluation: due diligence, financial modeling and valuation analysis; preparation of investment committee memoranda and presentations.
• Screening, analyzing and executing principal investments in private equity transactions; monitor portfolio companies with the value creation team.
• Perform ongoing due diligence and monitoring of partner companies; communicate updates to the investment committee (oral and written).
• Analyze investment opportunities and engage in due diligence / business analysis to develop and refine investment theses.
• Complete due diligence: review target information, data room, industry research, financial modeling, financial statement review, interactions with management and third-party reports.
• Prepare analysis and memorandums for internal discussions and formal investment committee approvals.
• Participate in deal team discussions and presentations with investment committee; liaise with management and due diligence providers during origination and underwriting.
• Participate in transaction closing, including legal documentation and funding operations.

Skills

Investment banking

Strategy consulting

Financial modeling

Private equity

Job description

Growth Equity Senior Associate, Investment Team – Position Description

Overview

• The primary focus of the Firm is to make non-control, growth and structured equity investments into companies in the middle and lower middle market ($50m - $500m EBITDA), partnering with founders and management teams across sectors that enhance consumer’s lives. This role is based in the firm’s NYC office.
• Ideal candidates are trained in investment banking or strategy consulting and have 1-2 years of relevant investing experience in a transactions-oriented private markets setting.

Responsibilities

• The Senior Associate is involved in all aspects of transaction evaluation including business, industry and financial due diligence, financial modeling and valuation analysis and preparation of investment committee memoranda and presentations as well as travel for deal diligence from time to time.
• The Senior Associate will be primarily responsible for screening, analyzing and executing principal investments in private equity transactions, as well as monitoring portfolio companies in partnership with the Fund’s value creation team.
• Perform ongoing due diligence and monitoring of partner companies; communicate updates to the investment committee (orally and written).
• Analyze potential investment opportunities and engage in all aspects of due diligence / business analysis to develop and refine investment theses.
• Complete due diligence including review of investment target information and data room, industry research, financial modeling, financial statement review, interaction with management, use of consultants, review of third party reports, etc.
• Prepare analysis and memorandums used for internal discussions and formal investment committee approval processes.
• Participate in deal team discussions and presentations with investment committee.
• Liaise directly with management teams and third party due diligence providers during deal origination and underwriting process.
• Participate in the transaction closing, which includes legal documentation and funding operations.