Private Equity Associate

Company: Confidential
Location: Dayton
Posted on: May 16, 2022

Job Description:

Private Equity Associate

This role serves dual capacity for Large corporate and their holding companies, as well as a strategic resource for the Chairman's family office. Reporting directly to the Chairman of the company, the associate will manage and monitor existing assets to ensure optimal outcomes for potential future liquidity events, deploy capital from its existing balance sheet, and prepare for future portfolio allocation post-liquidity events. This position will have a high level of visibility with senior-level executives and investors and will require substantial autonomy, integrity, and critical thinking with a highly results-oriented mindset. Specific areas of responsibility:
Operating Company Asset Management:
- Support the Chairman with monthly financial and KPI reporting on Corporate and its holding company positions
- Prepare financial analyses as directed, and perform strategic research for the IT services landscape (market, competitor, and internal business analysis)
Capital deployment:
- Source, evaluate, underwrite, and manage new and existing investments
- Establish a structured approach to category and deal evaluation, underlying the thesis and rationale behind the company's thematic categories for investment
- Build new and leverage existing network of investors (VC, PE, family offices, and investment banks) for deal flow and co-investment opportunities relevant to the areas of investment
- Lead commercial, financial, legal, and operational due diligence, owning the commercial, operational, and financial returns analysis, and working with accounting and legal advisors for third-party support
- Maintain visibility into investments, cultivating relationships with management teams and co-investors
Future Portfolio allocation:
- Plan for future liquidity events, including tax planning, preparation, and capital allocation

Desired Education and Experience
- MBA preferred, Bachelor's degree in business OR finance or related field
- Previous experience in working with Private Equity, investment banking OR strategy consulting companies
- Demonstrated strong financial acumen and ability to build financial models
- Executive presence with strong presentation and communication skills
- Strong critical thinking abilities and creativity in financial approaches
- Flexibility and ability to balance multiple projects simultaneously
- Proven hard worker with considerable ambition and drive
- Collaborative
- Quick learner

Keywords: Confidential, Trenton , Private Equity Associate, Accounting, Auditing , Dayton, New Jersey