Vice President - Job #1981

Pinnacle Group; Connecticut; On-site; USD 150,000 - 200,000; Full time

Job summary

A reputable private equity firm in Connecticut seeks a Vice President for their investment team. This role focuses on Consumer, Industrials, or Healthcare sectors, involving transactions analysis, financial modeling, and portfolio management. Ideal candidates will have 6-9 years of investment banking and private equity experience, excellent academic credentials, and strong financial analysis abilities. This position is ideal for someone looking to engage deeply with investment opportunities and contribute to a growing portfolio.

Qualifications

• 6 to 9 years of investment banking and Private Equity experience.
• Strong accounting and financial modeling skills.
• Ability to analyze and evaluate lower middle market investment opportunities.

Responsibilities

• Review new transactions and develop supporting analyses.
• Analyze market sectors to identify investment opportunities.
• Develop and manage financial models for prospective acquisitions.
• Assist in transaction diligence and underwriting process.
• Participate in management presentations and strategy sessions.

Skills

Investment banking

Private Equity experience

Financial modeling

Communication skills

Analytical skills

Education

Excellent academic credentials from a top-tier school

Job description

Our client is a highly reputable private equity firm in CT with a successful track record of raising and deploying capital with exceptional returns. They offer flexible capital solutions for lower middle market companies across a number of industry verticals. They currently manage over $6B and are seeking to expand their existing portfolio through new platforms and add-on acquisitions.

Start Date: Immediate

The firm is seeking a Vice President to join their investment team to focus on Consumer, Industrials, or Healthcare industries. This individual will gain experience across evaluating, executing, and managing investments.

Responsibilities

• Review new transactions alongside the firm's investment professionals and develop supporting analyses
• Analyze and research market sectors to identify potential investment opportunities
• Attend and be an active member in management presentations
• Develop and manage financial models and analyses for prospective acquisitions
• Support lender diligence and evaluation of investments
• Assist in the transaction diligence and underwriting process
• Compose investment committee approval documents
• Participate in portfolio company management and attend board meetings
• Assist CFOs in the development of financial reporting packages
• Participate in strategy sessions and help identify opportunities to enhance the business
• Develop KPI’s and maintain performance tracking metrics
• Produce analyses and data for institutional investor meetings and calls
• Support investment professionals and management in the portfolio company sale process

Qualifications

• 6 to 9 years of investment banking and Private Equity experience (ideally with a focus on Consumer, Healthcare, or Industrials)
• Excellent academic credentials from a top-tier school
• Strong accounting and financial modeling skills
• Business acumen with track record of evaluating lower middle market investment opportunities
• Experience evaluating and working with companies in the industrial, consumer, and/or business services sector is a plus
• High level of professionalism, maturity and superior attention to detail
• Solid work ethic and communication capabilities
• Ability to work as a member of a small team handling a wide range of responsibilities
• Excellent interpersonal skills, including the desire and ability to interact with general partners, clients and external parties
• Preference for residing or relocating to Connecticut or Westchester County