Investment Professionals

• The data analyst will be embedded with the front office, supporting the investment team
  • Will sit at the intersection of quantitative and fundamental investment analysis
• This person will help compile, integrate, and analyze alternative data and build the infrastructure & processes that will allow the investment teams to identify and screen for investment opportunities
• Help automate and enhance the investment process by embedding data and implementing innovative tools
• Drive financial research and analysis of potential and existing companies by applying data analysis, statistics, computer programming, and machine learning
• Analyze and derive value from complex datasets & develop predictive and analytical models Develop a set of takeaways from research projects and be able to summarize your thoughts in a concise manner
• Assist with a variety of internal projects as managers see fit.

Senior Associates / VPs within the team play an end-to-end transaction execution and portfolio company management role. Senior Associates / VPs will:

• Have extensive involvement with analyzing new investment opportunities in Tech Enabled Business Services/Software
• Provide quality input and feedback on new deal opportunities; participate in investment committee meetings
• Perform miscellaneous research & due diligence as requested
• Execute acquisitions across North America with a team of investment professionals
• Support due diligence processes on transactions, including managing external providers
• Draft significant portions of investment committee communications (memos)
• Support the selection of lenders and the financing process
• Assist in the development and execution of portfolio company investment and ultimately the exit strategies
• Monitor portfolio company investments and report on a quarterly basis for investor reporting
• Keep company records up to date
• Support the CFO and CEO, especially in the context of refinancing, restructuring, or add-on acquisitions
• Build relationships & work with portfolio company management to monitor performance, develop & execute growth strategies during firm’s hold period

The firm is seeking to hire a Vice President with 5-10 years of related work experience. This person will be responsible for sourcing and executing new investments as well as working with executive management teams of portfolio companies. He/she should effectively communicate and develop an investment theses along with its related risks and mitigating factors.

This Vice President will be expected to work collaboratively with management teams at portfolio companies leading debt financing relationships, building value through operational efficiency, organic growth and add-on acquisitions. This individual will also play a lead role in all parts of the transaction process, including: sourcing, modeling, completing industry research, writing investment memos, securing financing, and supporting post-close operational and strategic initiatives.

Deal teams at the firm typically consist of three investment professionals, requiring Vice Presidents to be extremely proactive in a fast-paced environment. The ideal candidate must have buy side and sell side investment transaction experience and possess the ability to evaluate, analyze, and synthesize investment opportunities.

This candidate must thrive in an entrepreneurial private equity culture and have the potential to grow into a larger role at the firm, including leading deals with increasing or complete independence.

· Market analysis, forecasting and modeling of investment opportunities
· Business, technical and scientific diligence from both secondary and primary sources, including coordination of external domain experts
· Information aggregation, synthesis and dissemination to team
· Due diligence support

The Associate/Sr. Associate will be a critical member of the investment team, responsible for supporting all aspects of deal identification and execution, as well as conducting high-impact market and industry research that will help shape the fund’s investment strategy in the U.S. This is an opportunity to join the core deal team in a high-growth investment firm, where the candidate will be expected to display strong leadership both in shaping the company's strategy and delivering results.