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Senior Associate – Strategic Investments

Senior Associate – Strategic Investments

CompanyBarings
LocationCharlotte, NC, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • Three to five years of experience working in finance with a strong preference for a background in investment banking, private equity, or special situations investing, ideally in financial services or specialty finance
  • Ability to synthesize complex situations and identify creative solutions
  • Strong negotiating skills and ability to work through transaction related documents
  • Commitment to task and attention to detail
  • Good personal skills and the ability to work effectively in a team environment
  • Excellent writing and communication skills
  • Strong computer skills, specifically in Microsoft Office, etc.

Responsibilities

  • Conduct equity and structured credit underwriting and execution with a focus on financial services and specialty finance including company due diligence, financial statement analysis, detailed financial modeling / valuation, and transaction document negotiation
  • Conduct ongoing portfolio company monitoring and work closely with management teams to identify value creation opportunities and support execution
  • Communicate with investors and strategic partners and create / monitor client reporting
  • Perform due diligence and present new strategic investment ideas or areas for internal improvement
  • Support execution of internal strategic initiatives coordinating across internal and external stakeholders
  • Create memos and presentations for internal leadership discussions
  • Assist with special ad-hoc projects, presentations and initiatives

Preferred Qualifications

    No preferred qualifications provided.