An established and growing Private Equity firm is seeking a Senior Associate to be a key player in their West Palm Beach office. This team has built an exceptional reputation and has over $2B in AUM. In this role as a Senior Associate, you will have the opportunity to be an integral member in the growth of this office and take on a long-term leadership role. You'll focus on leading invests primarily within the Financial Services and Insurance sectors, and you will serve as a direct mentor and offer hands-on development in all aspects of the investment cycle.
Role Highlights:
* Direct Reporting: You'll report directly to the Principal who is deeply invested in your growth and is committed to promoting a collaborative and high-impact environment. This role is positioned for long-term advancement, with a clear path to promotion to VP within a year.
* Future Leadership: The firm views this position as a launchpad for a candidate to move into a VP role, where you will then have the opportunity to bring on and mentor an Associate as the team expands.
* Senior Exposure: As part of a lean, impactful team, you will interact frequently with senior leadership, including the firm's founder and other senior members of the team, many of whom spend significant time in South Florida and will frequently work from this office.
Key Responsibilities:
* Drive all stages of the investment process, including sourcing, diligence, structuring, and portfolio management, with a focus on financial services and insurance sectors.
* Collaborate closely with the Principal and senior team members to analyze and execute transactions.
* Develop and maintain industry relationships to generate proprietary deal flow.
* Play a key role in the monitoring and strategic growth of portfolio companies, with an emphasis on value creation.
* Lead deal-related analysis, financial modeling, and presentations for investment committee review.
Qualifications:
* 4-6 years of experience in private equity, investment banking, or a similar role within financial services or a related industry.
* Strong track record of transaction experience, ideally within financial services, insurance, or related middle-market sectors.
* Excellent financial modeling, valuation, and analytical skills.
* A desire to advance within a growing firm and an interest in taking on increasing responsibility.
This is an unparalleled opportunity to be a driving force in the establishment and growth of a new office within an established private equity platform.
