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Vice President, Investments

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Access Holdings

25d ago

  • Job
    Full-time
    Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • New York

AI generated summary

  • You need 8+ years of experience, an MBA from a top university, strong M&A and deal execution skills, and eligibility to work in the U.S. without sponsorship.
  • You will lead investment research, manage transactions, negotiate deals, monitor portfolio performance, mentor analysts, and maintain relationships with investors and partners.

Requirements

  • 8+ years of experience
  • MBA from a top tier university (preferred)
  • Strong M&A and deal execution experience from a top investment bank and private equity/venture capital firm
  • Must be eligible to work in the U.S. without requiring sponsorship now or in the future

Responsibilities

  • Profile investment themes and approaches and take a leading role in research and analysis on prospective investments
  • Lead and oversee key functions of a transaction including financial modeling, investor presentations, due diligence frameworks (financial, legal, operations, insurance, benefits, IT, and HR), and lender presentations
  • Coordinate the execution of investment transactions across all parties involved (e.g. legal counsel, third-party diligence providers, investors, internal operations, and portfolio company management)
  • Assist in negotiations with potential partners including, but not limited to letters of intent, purchase agreements, credit agreements, and executive employment agreements
  • Develop trust-based counseling relationships with portfolio executives and senior leadership
  • Monitor performance and risk profile of existing portfolio investments
  • Key participant in preparing and presenting deal information, by stage, to the investment committee
  • Create and maintain deal flow databases by identifying potential targets and preparing company specific due diligence reports and analysis
  • Conduct market and industry research, while qualifying investment opportunities and providing rolling updates
  • Mentor and train analysts and associates
  • Stay informed on capital market dynamics, provide appropriate information for disclosure, keep tracking policies and regulatory compliances
  • Engage, prepare and participate in board meetings of Portfolio Companies
  • Ensure the maintenance of ongoing relationships with external investors and partners
  • Support fundraising effort by building investor relationships
  • Prepare and review investment memos, term sheets, letters of intent and present investment opportunities/findings to the Access team and investors

FAQs

What type of experience is required for the Vice President, Investments position?

Candidates should have 8+ years of experience, with strong M&A and deal execution experience preferably from a top investment bank and private equity or venture capital firm.

Is an MBA required for this position?

An MBA from a top-tier university is preferred for candidates applying for the Vice President, Investments role.

What are the primary responsibilities of the Vice President, Investments?

The primary responsibilities include managing the investment life cycle, leading investment thesis generation, deal sourcing, execution, portfolio management, and building relationships with key stakeholders.

Will the Vice President, Investments be responsible for mentoring others?

Yes, the Vice President is expected to mentor and train analysts and associates within the firm.

Is travel required for this position?

While the job description does not specify travel requirements, roles in private equity typically involve some level of travel for meetings, due diligence, and site visits.

What skills are essential for the Vice President, Investments role?

Essential skills include outstanding financial modeling and analytical abilities, strong communication skills, the ability to engage with senior management, and a passion for investing in diverse industries.

What is "The Access Edge"?

"The Access Edge" is Access Holdings' systematic research and data-driven operating model used to partner with lower-middle market businesses.

What is the firm's focus in terms of market segment?

Access Holdings focuses on the lower-middle market, providing investors with access to businesses in this segment that are essential to economic growth and resilience.

Will the Vice President, Investments participate in fundraising efforts?

Yes, the Vice President will support fundraising efforts by building and maintaining relationships with investors.

Are candidates required to have work eligibility in the U.S.?

Yes, candidates must be eligible to work in the U.S. without requiring sponsorship now or in the future.

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Access Holdings

Building Enduring Businesses

Venture Capital & Private Equity
Industry
11-50
Employees
2013
Founded Year

Mission & Purpose

Access Holdings Management Company LLC is a Baltimore-based middle market investment firm with approximately $2.7 billion in assets under management. Founded in 2013, Access provides high-quality, direct investments 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 with and supports exceptional, passionate, visionary leaders to grow and scale businesses.