Sr Associate

Sr Associate

Sr Associate with Bregal Sagemount Management LP (NY, NY). Responsible for sourcing, evaluating, executing, and managing growth equity investments in software and services businesses. Requires a bachelors degree or foreign equivalent in finance, accounting, economics, or closely related tech field. Occasional monthly travel required for meetings, various unanticipated locations throughout the US. Requires 2 years of experience as an analyst, associate, or related position performing financial analysis. Experience must include : sourcing, evaluating, and executing growth equity investments in software and services businesses (software / SaaS, tech-enabled services) and insurance / fin. services industries; developing detailed 3-statement financial models, including DCF analysis, LBO modeling, and comparable company analysis (Comps); performing relative valuation, unit economics & KPI benchmarking, CAC / LTV analysis, gross margin expansion, scenario & sensitivity analysis, and stress-testing of financial assumptions and business risks; and utilizing advanced Excel (VBA, Macros), Bloomberg, CapIQ, PitchBook, and FactSet and performing market research and transaction data analysis. Must have experience executing M&A, IPOs, debt and equity financings, and strategic advisory transactions. Salary : $180,000 - $200,000 / year.