Investment Senior Analyst in Bellaire, TX at Search Services

Date Posted: 9/27/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Bellaire, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    9/27/2020

Job Description

Job Description:

Our client, a PE firm, actively invests in lower middle market companies ($3.0 - $20.0 million EBITDA) in diverse market segments across the capital structure. As part of the investment team, you would work directly with senior investment professionals to originate, execute, and manage new investments.

Primary Responsibilities will include:

  • Initial review of opportunities and development of investment thesis and transaction structure
  • Financial modeling and valuation comps
  • Due diligence
  • Participate in negotiations of acquisition documentation
  • Preparation of Investment Committee materials
  • Portfolio management including attendance at portfolio company Board Meetings
  • Active participation in select areas of new business development/transaction sourcing

Candidate Background:

The position is a career track opportunity where an MBA is not required to advance. An ideal candidate would possess the following qualifications:

  • 2-5 years in private equity, investment banking or consulting
  • Strong ties to Texas or willingness to relocate to Texas
  • Extensive knowledge of financial and operating models
  • Strong organizational skills and ability to prioritize
  • Self-motivator who is eager to be given substantial responsibility
  • Strong communicator, both verbally and in written formats, and with both internal and external audiences