What are the responsibilities and job description for the Private Equity Associate position at Access Holdings?
Access Holdings Overview
Access Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $3 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 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
- Exceptional project management experience
- Passion for investing and learning about new industries
- Strong communication skills
- Demonstrated ability and interest in working in a small, entrepreneurial team
- Competency in Microsoft Excel and PowerPoint
