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Senior Investment Associate
Senior Investment AssociateAmes Watson • Columbia, MD, United States
Senior Investment Associate

Senior Investment Associate

Ames Watson • Columbia, MD, United States
9 days ago
Job type
  • Permanent
Job description

This range is provided by Ames Watson. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00 / yr - $175,000.00 / yr

Additional compensation types

Annual Bonus

Direct message the job poster from Ames Watson

Ames Watson is a privately held, permanent capital holding company that purchases, transforms and partners with middle market companies to create long term value. Our strategy is based on bringing more than just capital to a company. We bring know-how, problem solving, deep resources and experience to grow companies and move them past “inflection points.” Ames Watson has committed capital and evaluates hundreds of new M&A opportunities each year.

General Summary

The Senior Associate will be part of the investment team and support strategic and long‑range goals of the firm. The role will have significant involvement in the Company’s new investment process. This role will primarily be responsible for : sourcing and evaluation of new investments, supporting new initiatives of the firm and the firm’s portfolio companies, and providing operational support within the portfolio companies as required and assigned.

Principal Duties and Responsibilities

  • Support with the sourcing and evaluation of new investment opportunities.
  • Financial analysis and modeling.
  • Research and due diligence for new investment opportunities.
  • Prepare and present investment memos and models to the senior team.
  • Work closely with portfolio company personnel to ensure execution of new and existing initiatives at the portfolio company level.
  • Read and comprehend a wide range of legal documents including acquisition documents, leases, financing documents and partnership agreements.
  • Other duties as assigned.

Job Required Knowledge, Skills and Education

  • Minimum 4-6 years of experience in finance, private equity, accounting, or consulting. CFA or CPA preferred.
  • A willingness to support all areas of our business, including working directly with portfolio companies.
  • Ability to build and analyze financial statements / models including balance sheet, cash flows and P&L statements.
  • Expert level use of the Microsoft Office Suite including Excel and PowerPoint.
  • Excellent written and verbal communications skills; ability to convey messages clearly and concisely.
  • Ability to work autonomously and in teams, and at all levels of the organization (internally and externally).
  • Ability to work effectively with levels of ambiguity and managing multiple priorities simultaneously.
  • Willingness to travel.
  • Seniority level

    Mid‑Senior level

    Employment type

    Full‑time

    Job function

    Finance and Analyst

    Industries

    Venture Capital and Private Equity Principals

    Referrals increase your chances of interviewing at Ames Watson by 2x

    Inferred from the description for this job

    Medical insurance

    Vision insurance

    401(k)

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    Investment Associate • Columbia, MD, United States

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