Access Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $2.8 billion in assets under management. Founded in 2013, Access provides direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America. We undertake active build-and-buy strategies, pursuing what we want to own, great markets and distinct business models. In doing so, Access partners, scales, and innovates to build enduring businesses. For more information, please visit www.accessholdings.com.
Position Description
Access Holdings is seeking an exceptional candidate to join our investment team as an Associate.
Responsibilities:
Profile investment themes and approaches and take a leading role in due diligence and analysis
Conduct market and industry research, while qualifying investment opportunities and providing weekly updates
Create and maintain deal flow database by identifying potential targets and preparing company specific due diligence reports and analyses
Prepare investment memos, term sheets, and letters of intent; present investment opportunities/findings
Construct detailed financial models and returns analyses
Coordinate the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management, etc.)
Monitor performance and risk profile of existing portfolio investments
Support fundraising efforts by building investor relationships, responding to investor questions and other ad-hoc requests (dependent on active deal opportunities)
Requirements
Successful candidates will have the following attributes:
2-4 years of investment banking or 3-4 years of transaction advisory services experience
Strong academic credentials (BS/BA from highly-regarded institution) and a demonstrated track record of successful work experience
Outstanding financial modeling and analytical skills; strong understanding of accounting and finance
Exceptional project management experience
Passion for investing and learning about new industries
Excellent communication skills with ability to synthesize complicated analyses concisely and to articulate insightful conclusions compellingly.
Demonstrated ability and interest in working in a small, entrepreneurial team
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Technology, Information and Internet
Referrals increase your chances of interviewing at Access Holdings by 2x