Sr. Associate

regent partners llp; Beverly Hills (CA); On-site; USD 175,000 - 200,000; Full time

Job summary

Regent Partners LLP in Beverly Hills is seeking a Senior Associate to evaluate investment opportunities and manage portfolio companies. The role involves financial modeling, due diligence, and oversight of transitions for acquisitions.

The ideal candidate should have a Bachelor's degree in finance or a related field, at least 4 years of experience in financial services, and strong analytical skills. This is a full-time position with a salary range of $175,000-$200,000, plus bonus.

Qualifications

• 4+ years of work experience in financial services, consulting (restructuring), M&A investment banking or private equity is preferred.
• Strong understanding of financial statements.
• Experience preparing financial models and business valuations.

Responsibilities

• Evaluate new investment opportunities through detailed financial analysis.
• Drive the due diligence process for new investments.
• Prepare materials for investment presentations.
• Manage financial oversight of acquisitions during transitions.

Skills

Analytical skills

Financial modeling

Communication skills

Project management

Attention to detail

Excel

PowerPoint

Education

Bachelor's degree in business, mathematics, finance, or economics

MBA preferred

Job description

Company Overview

Regent is a global private equity firm focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Regent has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span around the globe and operate in a wide array of industry verticals including retail, eCommerce, media, and manufacturing.

Position Overview

We are seeking a Senior Associate to evaluate new investment opportunities for their risks and possible returns, driven by detailed financial analysis as well as manage portfolio companies. The professional stepping into this position would work closely with our firm leadership to create, build and analyze financial models for potential acquisitions.

The ideal candidate would also be responsible for the creation of internal investment summaries based on third party information in addition to participating in the full length of our M&A process, including due-diligence while assisting in the negotiation of deal terms, and in the financial management of businesses once bought.

This is a full-time role, based 5 days a week in our Beverly Hills office.

Responsibilities

• Evaluating new investment opportunities for their risks and possible returns, driven by detailed financial analysis
• Actively participating in and driving the due diligence process when evaluating new investments
• Preparing material for the presentation of investment opportunities
• Providing financial oversight to new acquisitions throughout their transition and integration

Requirements

• Strong analytical skills, including knowledge of valuation methodologies
• Strong financial modeling, attention to detail
• Full understanding of financial statements
• Experience preparing detailed financial models and company business valuations
• In depth experience forecasting Balance Sheets, Cash Flow Statements, and Profit and Loss Statements, including the linking of all 3 statements in one dynamic model
• Strong verbal and written communication skills
• Effective management and prioritization of multiple projects
• Flexible and adaptable to changing priorities and new challenges
• Ability to meet deadlines and work well under pressure
• High level of professionalism, integrity, discretion and good judgment
• Graduate with a Bachelor's degree, preferably in business, mathematics, finance or economics; MBA preferred
• 4+ years of related work experience in financial services, consulting (restructuring), M&A investment banking or private equity is preferred
• Strong Excel and PowerPoint skills

Salary: $175,000-$200,000 (range dependent on experience) + bonus.

This position will be based at Regent’s headquarters in Beverly Hills, California. Additionally,Candidates must have flexibility to travelon a regular basiswith short notice. Please include salary expectations with your resume.