Investment Associate - Sourcing & Originations - Remote Hybrid - Houston, TX, USA

Sourcing and Originations Investment Associate

Location: Houston, TX (Hybrid Remote/Office)

We are actively seeking a driven and meticulous Sourcing and Originations Investment Associate to become a vital member of our innovative private equity team. This role provides a distinctive opportunity to contribute significantly in identifying, assessing, and managing compelling investment prospects. You will collaborate closely with senior leadership, playing a crucial role in advancing the firm's and its portfolio companies' success. This position is situated in the heart of downtown Houston and offers a flexible hybrid work configuration.

Key Responsibilities

• Support the evaluation of new platform and bolt-on investment opportunities through the firm’s sourcing initiatives.
• Analyze confidential information memorandums and non-disclosure agreements (NDAs), offering strategic recommendations for early-stage opportunities.
• Conduct comprehensive due diligence, encompassing financial analysis, market exploration, competitive assessments, and risk evaluations for prospective investments.
• Partner with the Portfolio Operations team to ensure bolt-on acquisitions align with overarching strategic objectives.
• Liaise with brokers, third-party diligence providers, and internal specialists regarding potential deals.
• Prepare and scrutinize investment memorandums, deal bid letters, and various investment analyses for both internal and external stakeholders.
• Maintain and revise platform strategy documents to ensure alignment of acquisition goals with investment opportunities.
• Cultivate and sustain relationships with deal sources and service providers, enhancing our expanding network of opportunities.
  
  

Required Skills

• Solid academic foundation: A degree in finance, economics, or a related domain with proven academic excellence.
• 2-4 years of pertinent experience in Investment Banking or Private Equity, especially in sourcing, originations, or mergers & acquisitions (M&A).
• Strong financial modeling and analytical capabilities with an in-depth understanding of accounting, finance, and capital structures.
• Exceptional communication skills, both written and verbal, enabling confident interactions with senior management and external stakeholders.
• Experience in M&A and deal execution from a reputable investment bank or private equity firm.
• Ability to work autonomously as well as collaboratively in a fast-paced, deadline-oriented setting.
• Attention to detail with a proven capacity to manage multiple projects concurrently.
• Experience in preparing Investment Committee Memorandums and platform thesis presentation decks.
• Must possess eligibility to work in the U.S.
  
  

Career Growth Opportunities

Joining our firm presents an exceptional chance to gain hands-on experience in the private equity sector while playing a key role in significant investment decisions. We are committed to providing pathways for professional growth and continuous training and development.

Company Culture And Values

We foster a supportive and inclusive work environment that prioritizes innovation and teamwork. Our culture values every individual’s contribution, creating a space where personal and professional growth is encouraged.

Compensation And Benefits

• Competitive salary with performance-driven bonuses.
• Comprehensive health and dental plans.
• Paid time off to ensure a healthy work-life balance.
• Flexible work-from-home options available.
  
  

This is an outstanding opportunity to immerse yourself in the private equity field, making meaningful contributions to investment decisions while collaborating with a team that champions growth and cooperation. If you possess the skills we seek and are eager to join a fast-evolving firm, we invite you to reach out!

Employment Type: Full-Time