Private Equity Senior Analyst / Associate (Summer 2024)

Posted 4 Days Ago
Be an Early Applicant
2 Locations
Junior
Fintech
The Role
The Private Equity Senior Analyst/Associate will lead due diligence and analysis, conduct market research, maintain deal flow databases, prepare investment memos, and coordinate investment transactions while monitoring existing portfolio performances and supporting fundraising efforts.
Summary Generated by Built In

Access Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $2.8 billion in assets under management. Founded in 2013, Access provides direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America. We undertake active build-and-buy strategies, pursuing what we want to own, great markets and distinct business models. In doing so, Access partners, scales, and innovates to build enduring businesses. For more information, please visit www.accessholdings.com.

Position Description

Access Holdings is seeking an exceptional candidate to join our investment team as an Associate.

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
  • 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 1-4 years of transaction advisory services experience
  • Strong academic credentials (BS/BA from highly-regarded institution) and a demonstrated track record of successful work experience
  • Outstanding financial modeling and analytical skills; strong understanding of accounting and finance
  • Exceptional project management experience
  • Passion for investing and learning about new industries
  • Excellent communication skills with ability to synthesize complicated analyses concisely and to articulate insightful conclusions compellingly.
  • Demonstrated ability and interest in working in a small, entrepreneurial team

 

The Company
HQ: Baltimore, MD
62 Employees
On-site Workplace
Year Founded: 2013

What We Do

Access Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $2.1 billion in assets under management. Founded in 2013, Access provides high-quality, direct investments opportunities to create concentrated portfolios of essential service-based businesses in North America. We undertake active Buy and Build strategies, pursuing what we want to own, great markets and distinct business models. In doing so, Access partners with and supports exceptional, passionate, visionary leaders to grow and scale businesses.

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