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