Vice President, Investments

Access Holdings•New York, NY

About The Position

Access Holdings is a next-generation alternative asset manager providing investors with access to the lower-middle market. Founded in 2013, Access Holdings has approximately $2.3 billion in assets under management. The firm implements its systematic research and data-driven operating model - The Access Edge - to partner with lower-middle market businesses in industries essential to economic growth and resilience. For more information, please visit www.accessholdings.com. Position Description The Vice President role is a Partner-track, mid-senior level position within the firm. Leveraging multiple years of private equity investing and value creation experience, a VP will manage and help drive Access’ efforts across the investment life cycle including investment thesis generation, deal sourcing, deal execution, debt and equity capital raising, portfolio management, and exit of portfolio investments. Additionally, VPs will further expand the reach of the firm by building trust-based relationships with key parties (e.g., investors, bankers, portfolio company executives, investment targets, advisors and limited partners) while serving as a trusted partner to the senior leaders of the firm.

Requirements

8+ years of experience
MBA from a top tier university (preferred)
Strong M&A and deal execution experience from a top investment bank and private equity/venture capital firm
Must be eligible to work in the U.S. without requiring sponsorship now or in the future

Responsibilities

Profile investment themes and approaches and take a leading role in research and analysis on prospective investments
Lead and oversee key functions of a transaction including financial modeling, investor presentations, due diligence frameworks (financial, legal, operations, insurance, benefits, IT, and HR), and lender presentations
Coordinate the execution of investment transactions across all parties involved (e.g. legal counsel, third-party diligence providers, investors, internal operations, and portfolio company management)
Assist in negotiations with potential partners including, but not limited to letters of intent, purchase agreements, credit agreements, and executive employment agreements
Develop trust-based counseling relationships with portfolio executives and senior leadership
Monitor performance and risk profile of existing portfolio investments
Key participant in preparing and presenting deal information, by stage, to the investment committee
Create and maintain deal flow databases by identifying potential targets and preparing company specific due diligence reports and analysis
Conduct market and industry research, while qualifying investment opportunities and providing rolling updates
Mentor and train analysts and associates
Stay informed on capital market dynamics, provide appropriate information for disclosure, keep tracking policies and regulatory compliances
Engage, prepare and participate in board meetings of Portfolio Companies
Ensure the maintenance of ongoing relationships with external investors and partners
Support fundraising effort by building investor relationships
Prepare and review investment memos, term sheets, letters of intent and present investment opportunities/findings to the Access team and investors