Job Description

An Operationally-Focused Private Equity firm based out of Charlotte with a strong track record of creating value for their investors and portfolio companies is strategically looking to add an Experienced Associate to their team. The firm specializes in middle-market investments across various industries with a large focus within the Consumer sector. The team is dedicated to delivering exceptional results for their clients and driving positive change in the business world.

Responsibilities:

• Lead due diligence efforts, financial analysis, and market research for potential investments.
• Develop investment theses, conduct financial modeling, and assess the operational potential of target companies.
• Work closely with portfolio companies to drive value creation, including strategic planning, performance improvement, and operational efficiency.
• Collaborate with the senior leadership team to refine the firm's investment strategy and evaluate new market opportunities.
• Build and maintain relationships with industry professionals, advisors, and other key stakeholders.
• Support fundraising efforts and interact with investors, presenting investment opportunities and results.

Qualifications:

• Bachelor's degree in finance, business, or related field; MBA or CFA preferred.
• A minimum of 5 years of experience in private equity, investment banking, or management consulting.
• Strong financial modeling, due diligence, and valuation skills.
• Proven ability to lead and manage transactions from inception to closing.
• Excellent communication and presentation skills.
• A strategic thinker with a strong entrepreneurial mindset.
• Ability to work effectively both independently and as part of a team.
• Proficiency in financial analysis software and Microsoft Office Suite.

Benefits:

• Competitive salary and performance-based bonus structure.
• Comprehensive benefits package, including health, dental, and retirement plans.
• Opportunity for professional growth and advancement within a dynamic and rapidly growing firm.
• A collaborative and inclusive work environment.
• Exposure to a diverse portfolio of industries and investment opportunities

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