Senior M&A & Portfolio Improvement Associate

Regent; Beverly Hills (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

Regent, a global private equity firm, is seeking a Senior Associate to support the full investment lifecycle in Beverly Hills. The role blends deal evaluation, diligence, and post‑close portfolio improvements, offering wide exposure to both transactional and operating work.

The ideal candidate has 3–7 years in buy‑side PE or IB, strong financial modeling, and executive communication skills, with a willingness to be in-office five days a week.

Qualifications

• 3-7 years of experience in buy-side private equity or investment banking.
• Direct exposure to live transaction execution (diligence, modeling, deal structuring).
• Strong finance background with demonstrated financial modeling and valuation skills.
• Ability to move between transactional analysis and operational problem-solving.
• Executive-level communication and stakeholder management.
• Comfortable in fast-paced, high-ownership environments with minimal hand-holding.

Responsibilities

• Evaluate new investment opportunities, including market research, financial modeling, and preliminary valuation analysis
• Manage due diligence workstreams (financial, operational, legal, commercial) alongside internal teams and outside advisors
• Support deal structuring, negotiation prep, and closing processes for new acquisitions and bolt-ons
• Prepare investment committee materials and present findings to the Chairman and senior leadership
• Partner with portfolio company management teams to monitor financial and operational performance post-close
• Conduct diagnostics into operations, cash flow, and working capital to identify risks and improvement opportunities
• Drive cross-functional initiatives with clear KPIs, timelines, and reporting mechanisms
• Support integration efforts for newly acquired businesses, ensuring alignment with Regent's operating model
• Act as a connective point between Regent's leadership, deal counterparties, and portfolio company management
• Manage multiple parallel workstreams across deal and portfolio priorities in a fast-paced, lean environment

Skills

Financial modeling

Valuation

Due diligence

Executive communication

Cross-functional collaboration

Job description

Regent, a global private equity firm, is seeking a Senior Associate to support the full investment lifecycle in Beverly Hills. The role blends deal evaluation, diligence, and post‑close portfolio improvements, offering wide exposure to both transactional and operating work.

The ideal candidate has 3–7 years in buy‑side PE or IB, strong financial modeling, and executive communication skills, with a willingness to be in-office five days a week.