Private Equity Investment Associate

We are working with a leading Upper Middle-Market buyout investment firm based in Dallas,Texas committed to providing exceptional investment opportunities and generating long-term value for their clients. With a focus on strategic acquisitions and value creation, they are seeking a highly motivated and talented individual to join their team as a Private Equity Associate.

Position Overview:

As a Private Equity Associate, you will play a key role in our investment team, working closely with senior professionals to identify, evaluate, and execute investment opportunities. You will contribute to all aspects of the investment process, including deal origination, due diligence, financial analysis, modeling, and portfolio management. This is an excellent opportunity for an individual with 2-3 years of Investment Banking experience to join a dynamic and growing firm and gain exposure to the private equity industry.

Responsibilities:

• Team Collaboration: Collaborate effectively with cross-functional teams, including investment professionals, legal advisors, and external stakeholders. Contribute to team discussions, share knowledge, and support the overall growth and success of the firm.
• Investment Execution: Assist in the structuring, negotiation, and documentation of investment transactions. Prepare investment memos, presentations, and other materials for internal and external stakeholders.
• Deal Origination: Proactively identify and source potential investment opportunities through extensive research, networking, and industry analysis. Develop and maintain relationships with intermediaries, industry experts, and other deal sources.
• Portfolio Management: Monitor and track the performance of portfolio companies, including financial performance, operational metrics, and market trends. Collaborate with management teams to drive value creation initiatives and support strategic decision-making.
• Due Diligence: Conduct thorough due diligence on potential investment targets, including financial analysis, market research, competitive analysis, and management team assessment. Identify key risks and opportunities to inform investment decisions.
• Financial Analysis and Modeling: Prepare and analyze complex financial models, including company valuations, cash flow projections, and investment returns. Assess investment attractiveness and conduct sensitivity analysis.
• Market Research: Stay updated on industry trends, competitive landscape, and regulatory developments. Provide insights and recommendations on market dynamics and investment strategies.

Qualifications:

• Strong interpersonal skills and the ability to build and maintain relationships with external partners and stakeholders.
• 2-3 years of experience in Investment Banking, specifically in M&A, corporate finance, or leveraged finance.
• Strong financial modeling and analytical skills, with a deep understanding of financial statements, valuation techniques, and investment analysis.
• Excellent verbal and written communication skills, with the ability to prepare compelling investment presentations and reports.
• Proficiency in financial analysis tools, such as Excel, Bloomberg, and other relevant software.
• Ability to thrive in a fast-paced, deadline-driven environment and manage multiple projects simultaneously.
• Demonstrated passion for investing and a strong interest in the private equity industry.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Proactive and self-motivated individual with a high attention to detail and the ability to work independently and in a team-oriented environment.

They offer a competitive compensation package, including base salary, performance-based bonuses, and comprehensive benefits. This is an outstanding opportunity to join a highly regarded firm and contribute to its growth and success.

Please note, that this role sits in-office and WILL NOT negotiate for remote flexibility.