Job Description: We are seeking a knowledgeable and experienced Investment Associate to join our team in Dallas. The Investment Associate will play a crucial role in private equity deal sourcing, live deal execution, and portfolio management. This position offers the opportunity to work closely with the Partners of the firm and interact directly with management teams, external advisors, lenders, and investors.
Responsibilities:
- Conduct detailed research and analysis on investment opportunities and market trends.
- Assist in making investment recommendations based on research and analysis.
- Monitor and manage investment portfolios, ensuring alignment with clients' or organization's investment goals.
- Work with financial models to predict economic conditions and investment outcomes.
- Prepare reports and presentations to communicate investment strategies and results to clients or senior management.
- Interface with clients to understand their investment needs and objectives.
- Comply with all industry rules and regulations, and any relevant legal requirements.
- Assist in the due diligence process of potential investment opportunities.
- Execute and manage proprietary deal sourcing initiatives.
- Support Firm's business development and marketing initiatives.
Qualifications:
- Bachelor's degree in finance, economics, or a related field.
- 1-3 years of experience in investment banking, private equity, or consulting.
- Strong analytical background with an understanding of financial statements and LBO modeling.
- Superior communication skills and knowledge of business strategy and finance.
- Excellent organizational and time management skills with the ability to handle competing priorities in a deadline-oriented environment.
- Proficiency in Microsoft Office and financial analysis software.
Preferred Qualifications:
- Undergraduate degree in Finance, Economics, or related field.
- 1-4 years of experience in Investment Banking, deal advisory, and/or buyside
- Experience working on business services transactions
