Career Opportunity: Associate, Buy-Side

Posted by Steve Flynn on 12/7/15 9:00 AM

This position has been filled.
If you're interested in viewing our current open positions, click here.


Our client is seeking an Associate to join their team. The Associate will work closely with other investment professionals on small deal teams and will play an integral role in evaluating new investment opportunities, performing market analysis and transaction diligence.  Additionally, the Associate will help with research and development efforts for new strategies and industries.  If you are interested in learning more or applying, please visit job #198 on our careers website, or contact Steve Flynn at

Location:  Dallas, TX

Essential Functions:

  • Research and analyze target industries and proactively identify new investment opportunities
  • Perform all aspects of due diligence and underwriting
  • Structure / build detailed financial models to support both investment decisions and asset management activities.  These modeling activities include creating financial statements and complex ROI and IRR calculations
  • Participate in meetings with management teams, M&A intermediaries and financing sources
  • Assist in the pricing, negotiating and documenting of transactions
  • Author pitch materials and investment committee memorandums (ICMs) for senior management and investors
  • Provide support to asset management initiatives of existing investments including but not limited to financial analysis, developing and executing business plans and other ad hoc strategic projects
  • Build ad-hoc analysis and prepare high-level research as needed

Required Knowledge, Skills and Abilities:

  • Strong analytic and financial modeling skills
  • Excellent written, verbal and interpersonal communication skills
  • A quantitative thinker who is able to use numbers to generate and validate critical concepts and extract insight and conclusions based on data and market intelligence
  • Demonstrated ability to prioritize work and manage time
  • Demonstrated track record of strong leadership
  • A self-teacher and quick learner able to pick up the technical skills necessary for any project
  • Hard working, detail-oriented, and committed to producing great end results
  • Ability to thrive in a fast-paced, rapidly changing work environment
  • Team player with a positive attitude


  • Bachelor’s Degree in Finance or related field preferred


  • 3-5 years of experience in an investment banking or private equity firm required
  • Transaction and acquisition experience preferred
  • Fluent in Spanish and/or Portuguese preferred

Computer Skills:

  • Proficiency in Word, Outlook, and PowerPoint (Microsoft Office Suite 2003/2007)
  • Expert Excel and PowerPoint skills required

Desired Organizational Competencies:

  • Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives
  • Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results
  • Planning- Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results
  • Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values
  • Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment
  • Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact
  • Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members
  • Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals 
Preferred Degrees
  • Bachelor of Science
  • Bachelor of Arts
  • Bachelor of Business Administration
Preferred Certifications
  • Not Applicable
Preferred Work Status
  • U.S. Citizen 
  • U.S. Permanent Resident (Green Card Holder) 
  • H1B Visa
Willingness to Travel
  • Yes
Carried Interest
  • No
Stock Options
  • No

This position has been filled.
If you're interested in viewing our current open positions, click here.

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Tags: Careers