Vice President

Vice PresidentBaltimore, MD; New York, NYAccess 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.Position DescriptionThe 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.Responsibilities:Profile investment themes and approaches and take a leading role in research and analysis on prospective investmentsLead 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 presentationsCoordinate 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 agreementsDevelop trust-based counseling relationships with portfolio executives and senior leadershipMonitor performance and risk profile of existing portfolio investmentsKey participant in preparing and presenting deal information, by stage, to the investment committeeCreate and maintain deal flow databases by identifying potential targets and preparing company specific due diligence reports and analysisConduct market and industry research, while qualifying investment opportunities and providing rolling updatesMentor and train analysts and associates in developing financial and valuation modelsStay informed on capital market dynamics, provide appropriate information for disclosure, keep tracking policies and regulatory compliancesEngage, prepare and participate in board meetings of Portfolio CompaniesEnsure the maintenance of ongoing relationships with external investors and partnersSupport fundraising effort by building investor relationshipsPrepare and review investment memos, term sheets, letters of intent and present investment opportunities/findings to the Access team and investorsRespond to Investor DDQs and other ad-hoc requests (dependent on active deal opportunities)RequirementsSuccessful candidates will have the following attributes:8+ years' total work experienceMBA from a top tier university (preferred)Strong M&A and deal execution experience from a top investment bank and private equity/venture capital firmOutstanding financial modeling and analytical skillsStrong understanding of accounting, finance, and capital structureExceptional verbal and written communication skillsAbility to comfortably interact with senior management (internal & external)Appetite to become a subject matter expert in broad and diverse industriesPersonal CharacteristicsPassion for investing and learning about new industriesConstantly looking ahead; anticipating and guiding (proactively)Consistent and effective communicatorSelf-initiating but in an aligned manner with Access' strategy and cultureExcels with building internal and external alignment on ideas, actions, recommendations, etc.Hands-on, entrepreneurial leader – ideas and actionsInspires and engages internal and external teamsCurious, creative and ambitiousOutstanding collaborator across all levelsDemonstrated ability and interest in working within a small, entrepreneurial teamCarries and conveys a healthy sense of urgency