Why We Like This
- Hands-on Middle Market Investing: Direct involvement in thesis build, deal analysis and portfolio management
- Strategic Impact: Small but mighty investment team... so a real opportunity to influence investment decisions and drive value creation across portfolio companies.
- Growth trajectory: Senior-level role within a high-end Midwest investment firm with local HNW LP's... Perform and the internal & external opportunities are extensive.
Requirements
- Transaction Experience This role requires hands-on experience with deal valuation and execution, tailored to middle-market investing. The right candidate will be expected to dive straight into investment research, underwriting, CIMs, and crafting investment memos without missing a beat.
- Strong Analytical & Financial Modeling Skills Sharp financial modeling and analytical chops are a must here. You'll be supporting investment decisions and tracking portfolio performance closely—key to driving real value creation.
- Curious & Methodical Investment Mindset The firm prides itself on a thoughtful, rigorous investment approach. They want someone who brings that same methodical mindset—able to work independently but also eager to grow within a fast-paced, dynamic investment setting.
Responsibilities
- Conduct Thorough Financial Analysis: Lead detailed due diligence on private equity targets, including building robust financial models, performing valuations, and conducting comprehensive market research.
- Support Deal Execution: Play a key role in structuring transactions, drafting investment memos, and liaising with legal and compliance to ensure seamless deal closings.
- Portfolio Monitoring: Oversee portfolio company performance through regular financial reporting, KPI tracking, and pinpointing value creation opportunities.
- Collaborate with Senior Team: Partner closely with senior leadership to shape investment theses and drive strategic decision-making.
- Build Industry and Market Knowledge: Maintain up-to-date insights on market trends, sector shifts, and competitive dynamics to sharpen investment strategies.