Investment Associate

^exponent

Kansas City, MO, USA
Posted on September 9, 2024

TLDR: Seasoned Investment Associate @ Strategic Investment Co.

Why We Like This

  • Significant upward mobility – unique to KC promotion structure
  • Opportunity for unlimited impact in new organization
  • Implement strategy and work alongside leadership

Requirements

  • 3-5 years in investment banking or private equity, ideally buy-side
  • Strong modeling and analytical skills with deep business performance insight
  • Proven experience in leading financial analysis and due diligence
  • Skilled in mentoring junior staff within a strong cultural environment
  • Excellent written and verbal communication; adept at presenting to stakeholders
  • Bachelor’s or Master’s in finance, business, or related field with strong academics
  • High initiative, creativity, and leadership potential
  • Willingness to travel as needed

Responsibilities

  • Lead due diligence and deal execution, collaborating closely with senior management
  • Manage financial analysis for potential investments, assessing historical and projected performance
  • Prepare investment memorandums outlining opportunities, valuations, risks, and synergies for leadership
  • Drive the creation of marketing materials, confidential presentations, and other key documents
  • Conduct industry and competitive analysis for potential investments and markets
  • Monitor and evaluate portfolio companies against financial and operational metrics
  • Support M&A activities for portfolio companies, including due diligence and synergy modeling

$175,000 – $200,000 a year

Company logo

FREE RESOURCES

Get My Best Growth Equity Interview Tips

No spam ever, unsubscribe anytime