Private Equity Associate

PE Associate

ABOUT

Our client is a Houston-based private investment firm specializing in middle-market companies across various sectors. Work alongside experienced investors in an Associate role, contributing to the growth and success of this entrepreneurial firm. This hire will be a key member of the investment team, playing a vital role in supporting the firms overall growth and success with diverse responsibilities.

RESPONSIBILITIES:

• Significant time will be spent working collaboratively as part of a deal team on investment transactions in different industries, providing direct deal exposure
• Providing analytical support to senior management at portfolio companies of a cross-functional team
• As a key member of the deal team, candidate will conduct detailed diligence and support the creation of presentation materials and build financial models
• Candidate will also support new business development under the mentorship of firm's senior leadership
• Seeking entrepreneurial candidates comfortable in a dynamic environment with a strong passion for the industries served
• In addition to transaction work, a candidate will participate in helping grow the business and strategy formation, including research (industry mapping and helping develop investment thesis)
• Developing internal management and board of directors reports
• From time-to-time participate in board of directors meetings with senior management
• From time-to-time participating in the preparation of internal forecasts and budgets at portfolio companies
• Monitoring industry activity/transactions and communicating relevant information to management teams

CHARACTERISTICS & SKILLS:

• One to five years experience in energy corporate finance preferred
• Proven experience working with complex operating and/or financial models
• Entrepreneurial drive and preference to work in a collaborative culture
• Self-starter and initiative-taker who thrives in working in an unstructured work environment
• Outstanding interpersonal and communication skills are required; ability to effectively deal with range of personalities and hierarchy within and outside of company; professional, diplomatic and tactful
• Excellent attention to detail; accuracy highly important
• Ability to solve multi-dimensional problems and make clear and concise recommendations
• Ability to work independently with minimal supervision, while supporting a team environment
• Must use discretion and confidentiality with sensitive and/or private information or matters
• Excellent time management skills; ability to re-prioritize and to be flexible
• Superior quantitative and analytical skills; able to interpret and analyze all types of data
• Must be able to work in a fast-paced, high growth, entrepreneurial, ever-changing environment
• Strong work ethic and high level of personal integrity
• Must be able to identify opportunities and make recommendations for improvement
• Proven work experience with Microsoft Office Suite including Excel, Word, PowerPoint

EDUCATION:

• Undergraduate degree in Finance, Accounting, Economics or Math
• Master in Finance, MBA, CPA or CFA a plus, but not required