A leading Private Equity firm based out of Charlotte, NC is looking to add an Associate to their team this Fall or in Q1 of next year. The firm specializes in high-growth SaaS companies within the emerging lower-middle market. The firm is highly detail-oriented and collaborates closely while seeking to partner with entrepreneurs, leadership teams, and owners who are passionate about building great companies and making a positive impact on their employees, customers, and communities.
Responsabilities:
- Sourcing, outreach, pipeline management, and screening of new investment prospects
- Financial modeling of investment opportunities
- Market research and competitive analysis
- Investment due diligence and execution
- Participation in internal investment committee conversations and external company calls / meetings
- Assisting in financial reporting and investor communication
Qalifications
- Top-tier college degree in Business, Finance, Economics, or Accounting is preferred but not required
- Two to three years of investment banking, financial services, or consulting experience (technology experience preferred)
- Superior modeling, problem-solving, analytical, and research skills
- Strong written and oral communication skills, including ability to interact thoughtfully with portfolio company management teams
- Ability to work independently, multi-task, and meet demanding deadlines
- Entrepreneurial mindset, ambitious self-starter
- Strong ethics and values
- Humility and a desire to work in a team-based environment
