Vice President, Investing Strategy

The Vice President role at Access Holdings is a key position that involves managing the investment life cycle from sourcing to execution. This role is perfect for someone with extensive experience in private equity and a passion for building relationships. You will work closely with senior leaders and have the opportunity to mentor junior team members while driving investment strategies.

What You’ll Do

• Lead research and analysis on potential investments.
• Oversee financial modeling and due diligence for transactions.
• Coordinate with various parties during investment transactions.
• Build strong relationships with portfolio executives and investors.
• Monitor performance and risk of existing investments.
• Prepare and present investment opportunities to the team.
• Mentor junior team members in financial modeling.
• Engage in board meetings of portfolio companies.

What You Need

• 8+ years of work experience in finance or investing.
• MBA from a top-tier university is preferred.
• Strong experience in M&A and deal execution.
• Excellent financial modeling and analytical skills.
• Good understanding of accounting and finance.
• Exceptional communication skills, both verbal and written.
• Able to interact comfortably with senior management.
• Passionate about investing and learning new industries.

What You’ll Love

• Opportunity to work with a dynamic and entrepreneurial team.
• Chance to make a real impact in the lower-middle market.
• Access to a wide range of industries and investment opportunities.
• Supportive environment for professional growth and development.

About the Firm

• Access Holdings is a next-generation alternative asset manager.
• Founded in 2013, managing approximately $2.3 billion in assets.
• Focuses on the lower-middle market, essential for economic growth.
• Utilizes a systematic research and data-driven operating model.

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