Investment Senior Analyst / Associate

Ubiquity Management Group
Charlotte, NC Full Time
POSTED ON 2/24/2024 CLOSED ON 4/23/2024

Job Posting for Investment Senior Analyst / Associate at Ubiquity Management Group

Reporting to the Vice President Investments and Strategy, the Investment Senior Analyst / Associate will contribute to all parts of Ubiquity’s investment process while supporting general portfolio company strategy and oversight. The position is to be located in either Charlotte, North Carolina or Kansas City, Kansas. Take the next step by applying below.


What You'll be Doing:

  • Perform quantitative and qualitative analysis on prospective direct equity investments.
  • Contribute to various tasks related to investment sourcing, value creation, monitoring investments, and broader marketing efforts.
  • Assist in transaction due diligence work-streams, including financial, commercial, legal, and tax.
  • Create and maintain detailed and complex financial models for new and past investments.
  • Preparing and presenting investment analysis to colleagues, Ubiquity Investment Committee, Executive Committee, Board of Directors, and others as necessary.
  • Work with management and the investment teams to assess the operational maturity of existing and potential portfolio companies to identify improvement areas.


Job Requirements:

  • 2 years of recent investment banking, private equity, corporate development, transaction advisory, corporate finance, management consulting, or other relevant experience required.
  • Expertise of financial valuations with knowledge of DCF, LBO, merger modeling, comparable companies, precedent transactions etc. required.
  • Ability to support due-diligence and transaction execution processes required.
  • Experience of preparing and maintaining company presentations (e.g. board materials) and benchmarking materials and other process documents required.
  • Exposure to financing capacity valuations, impact analyses, bid analyses and collateral data analyses required.
  • TMT and/or communication infrastructure experience is a plus, but not a prerequisite.
  • Occasional travel required (<20%).
  • Bachelor’s degree demonstrating outstanding academic performance required, in a business-related field preferred.
  • Progress toward or completion of MBA and/or relevant professional qualifications such as CFA, CIMA or CAIA a plus.


What You'll Bring:

  • Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups and regions.
  • Strong financial modeling skills and experience of building/maintaining operating models required.
  • Analytical and problem-solving skills with attention to detail, excellent communication and presentation skills.
  • Personal integrity, initiative, and leadership qualities.
  • Capacity to interact and build relationships with a wide range of people and also owning certain processes and analysis as the team point of contact.

What’s in it for you?

We truly value our employees and put their well-being first! Here we provide the following benefits:

  • Competitive pay
  • Collegial environment of talented professionals
  • Growing and well-funded company
  • Medical and Dental Plan
  • Vision Plan
  • PTO
  • 401(K) with match


About Ubiquity: Ubiquity invests in, develops and manages digital communications infrastructure throughout the United States. Ubiquity partners with ISPs, wireless carriers, utilities, and municipalities to deliver connectivity and sustainability solutions in underserved communities. Ubiquity’s mission focuses on providing customer choice and spurring competition, both essential components of empowering communities for the future.


Ubiquity is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. Ubiquity does not discriminate on the basis of disability, veteran status or any other basis protected under federal, state or local laws.

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Salary.com Estimation for Investment Senior Analyst / Associate in Charlotte, NC
$105,928 to $143,224
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