A leading Growth Equity firm based out of Charlotte, NC is looking to add an Associate to their team this Fall or early 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..
Responsibilities:
- 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
Qualifications
- 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
