Sr. Associate (Finance Advisors)

Seeking an Associate to join its investment team during a significant growth phase. Working directly alongside the firm's Vice President / Principal and Managing Directors, the Associate will play a critical role in evaluating new investment opportunities, supporting transaction execution, and monitoring portfolio company performance.

This position offers exceptional exposure to the full investment lifecycle within a lean,

entrepreneurial private equity environment. The successful candidate will have the

opportunity to work directly with senior decision-makers while developing deep experience

in special situations, recapitalizations, carve-outs, and operationally focused investments.

Responsibilities

Investment Analysis & Due Diligence

• Build and maintain detailed financial models, including LBO, operating, valuation, and transaction models
• Analyze historical financial statements, operating performance, and key business drivers
• Conduct industry, market, customer, and competitive research
• Assist with commercial, operational, financial, and legal due diligence processes
• Review quality of earnings reports and third-party diligence materials
• Prepare investment memoranda, presentation materials, and supporting analyses for investment committee discussions

Transaction Execution

• Support all stages of transaction execution, from initial evaluation through closing
• Coordinate with lenders, attorneys, accountants, consultants, and other advisors
• Assist with deal structuring analysis and transaction documentation
• Manage diligence requests, data rooms, and transaction workstreams

Portfolio Monitoring

• Track portfolio company financial and operating performance
• Assist in preparing board presentations, quarterly reviews, and internal reporting packages
• Monitor KPIs and support value-creation initiatives across portfolio companies
• Perform ad hoc analysis related to acquisitions, recapitalizations, and strategic Initiatives

Firm Development

• Support sourcing efforts through market research and industry mapping
• Maintain pipeline and transaction databases
• Assist with sector research and investment thesis development
• Contribute to the continued development of the firm's investment processes and infrastructure

Qualifications Required:

• 2–5 years of experience in private equity, investment banking, restructuring, transaction advisory, valuation, or management consulting
• Strong financial modeling, valuation, and analytical capabilities
• Experience working on mergers, acquisitions, recapitalizations, restructurings, or other complex transactions
• Exceptional attention to detail and strong organizational skills
• Excellent written and verbal communication abilities
• Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field

Preferred

• Prior experience in private equity, restructuring advisory, special situations investing, or investment banking
• Exposure to industrials, aerospace & defense, manufacturing, or business services sectors
• Demonstrated interest in special situations, turnarounds, and value-oriented investing
• CFA, MBA, or progress toward professional certifications

Ideal Candidate Background

• Investment Banking Analyst or Associate (M&A, Industrials, Aerospace & Defense, Leveraged Finance, Restructuring)
• Private Equity Associate
• Restructuring or Turnaround Advisory Professional
• Transaction Advisory / FDD Professional seeking to transition into investing
• Special Situations or Distressed Investing Professional