Position Overview: We are seeking a highly motivated and experienced Senior Associate to join our dynamic private equity team in Miami. The ideal candidate will have a strong background in financial analysis, deal execution, and portfolio management. This individual will play a crucial role in sourcing, evaluating, and managing investments, as well as supporting the growth and development of our portfolio companies.
Key Responsibilities:
Deal Sourcing and Evaluation:
- Identify and evaluate potential investment opportunities through market research, industry analysis, and networking.
- Conduct detailed financial modeling, valuation analysis, and due diligence on prospective investments.
- Prepare investment memoranda and present findings to the investment committee.
Transaction Execution:
- Assist in the negotiation and structuring of investment deals.
- Coordinate with legal, accounting, and other advisors during the transaction process.
- Ensure timely and efficient execution of investment transactions.
Portfolio Management:
- Work closely with portfolio company management teams to implement strategic initiatives and operational improvements.
- Monitor financial and operational performance of portfolio companies, preparing regular performance reports.
- Assist in the development and execution of exit strategies.
Relationship Building:
- Develop and maintain relationships with industry experts, investment bankers, brokers, and other key stakeholders.
- Represent the firm at industry conferences, events, and meetings.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA is preferred.
- 3-5 years of experience in private equity, investment banking, management consulting, or a related field.
- Strong financial modeling, analytical, and valuation skills.
- Proven experience in deal execution and portfolio management.
- Excellent written and verbal communication skills.
- Strong interpersonal skills with the ability to build and maintain relationships.
- Highly organized, detail-oriented, and able to manage multiple projects simultaneously.
- Proactive, self-starter with a strong work ethic and the ability to work independently and as part of a team.
- Fluency in Spanish or Portuguese is a plus, given the regional focus on Latin America.