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David Careers

Private Equity Associate

Posted yesterday

access holdingsNew York (NY)
Financial and Investment AnalystsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$100,000 - $250,000 annually

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About the role

Access Holdings is a next-generation alternative asset manager providing investors with access to the lower‐middle market. Founded in 2013, Access Holdings has approximately $2.3 billion in assets under management. The firm implements its systematic research and data‐driven operating model – The Access Edge – to partner with lower‐middle market businesses in industries essential to economic growth and resilience. For more information, please visit www.accessholdings.com.Position Description Access Holdings is seeking outstanding candidates to assist the current team across all transaction functions and portfolio management activities.
Responsibilities:
  • Profile investment themes and approaches and take a leading role in due diligence and analysis
  • Conduct market and industry research, while qualifying investment opportunities and providing weekly updates
  • Create and maintain deal flow database by identifying potential targets and preparing company specific due diligence reports and analyses
  • Prepare investment memos, term sheets, and letters of intent; present investment opportunities/findings to team and investors
  • Construct detailed financial models and returns analyses
  • Coordinate the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management, etc.)Monitor performance and risk profile of existing portfolio investments
  • Support fundraising efforts by building investor relationships, responding to investor questions and other ad‐hoc requests (dependent on active deal opportunities)
Requirements:
  • Successful candidates will have the following attributes:2-4 years of investment banking or consulting experience; or 3-4 years of transaction advisory services experience (top tier consulting firm is a plus)
  • Outstanding financial modeling and analytical skills
  • Strong understanding of accounting and finance
  • Passion for investing and learning about new industries
  • Demonstrated ability and interest in working in a small, entrepreneurial team
Competency in Microsoft Excel and PowerPointAccess has a New York office; however, this role will primarily be based in Baltimore, requiring commute. Compensation The compensation for this role ranges $100,000 - $250,000 annually

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