Vice President, Finance & Banking

Our client is a highly reputable private equity firm in CT with a successful track record of raising and deploying capital with exceptional returns. They offer flexible capital solutions for lower middle market companies across a number of industry verticals. They currently manage over $6B and are seeking to expand their existing portfolio through new platforms and add-on acquisitions.

Start Date:

Immediate

The firm is seeking a Vice President to join their investment team to focus on Consumer, Industrials, or Healthcare industries. This individual will gain experience across evaluating, executing, and managing investments.

• Review new transactions alongside the firm's investment professionals and develop supporting analyses
• Analyze and research market sectors to identify potential investment opportunities
• Attend and be an active member in management presentations
• Develop and manage financial models and analyses for prospective acquisitions
• Support lender diligence and evaluation of investments
• Assist in the transaction diligence and underwriting process
• Compose investment committee approval documents
• Participate in portfolio company management and attend board meetings
• Assist CFOs in the development of financial reporting packages
• Participate in strategy sessions and help identify opportunities to enhance the business
• Develop KPI’s and maintain performance tracking metrics
• Produce analyses and data for institutional investor meetings and calls
• Support investment professionals and management in the portfolio company sale process

• 6 to 9 years of investment banking and Private Equity experience (ideally with a focus on Consumer, Healthcare, or Industrials)
• Excellent academic credentials from a top-tier school
• Strong accounting and financial modeling skills
• Business acumen with track record of evaluating lower middle market investment opportunities
• Experience evaluating and working with companies in the industrial, consumer, and/or business services sector is a plus
• High level of professionalism, maturity and superior attention to detail
• Solid work ethic and communication capabilities
• Ability to work as a member of a small team handling a wide range of responsibilities
• Excellent interpersonal skills, including the desire and ability to interact with general partners, clients and external parties
• Preference for residing or relocating to Connecticut or Westchester County