ATW Partners is hiring for an Investment Analyst/Associate. This is a senior analyst position. Our firm is growing rapidly and we're looking to staff someone on the deal team asap. The firm manages a combined $1 billion in AUM and is currently raising its fifth flagship closed-end fund. The mandate is focused on investing across the capital structure in structured growth, distressed, and special situations investments across public and private markets. ATW seeks to provide risk-adjusted returns to investors through creating highly structured, bespoke capital solutions for companies which aim to provide credit-like downside protection with equity-like upside potential.
This role will support our senior investment team members across all aspects of the investment process, including deal origination, LOI drafting and negotiation, managing internal and 3rd party due diligence, transaction execution, and post-investment portfolio management activities. Over time, this role will be expected to lead these workstreams with oversight from senior investment professionals. The long-term vision would be to quarterback your own transactions across the entire investment process.
Specific responsibilities of the candidate shall be as follows:
- Origination: Manage deal pipeline, which includes leading/participating in discussion about new opportunities on team calls, communicating with internal/external parties needed to move a transaction forward, and reaching out to prospective portfolio companies. The ideal candidate should also cultivate relationships with intermediaries, management teams of prospective portfolio companies, and other external parties with the goal of increasing deal pipeline. Candidate will be involved in the drafting and negotiation of term sheets with prospective portfolio companies.
- Due Diligence: Conduct financial and business due diligence on prospective investments, including developing complex financial models, synthesizing large amounts of data, as well as managing 3rd party service providers (quality of earnings analysis, industry expert opinion, etc). Candidate should expect to participate, lead, and document diligence calls with management teams.
- Legal Document Review: Review and provide opinion on transaction documents, including drafting of key credit areas like collateral, covenants, events of default, etc.
- Investment Committee Presentations: Lead the development of investment committee presentations as well as assist in creation of fund marketing materials.
Requirements:
- Minimum 4 years of combined experience at a top tier investment bank and/or has worked on a direct private equity/credit investment team.
- Should be interested in joining a smaller firm in a junior, supporting role, with the desire to grow your skills and knowledgebase in our boutique, entrepreneurial environment.
- Excellent proficiency in Excel, PowerPoint, with experience developing complex financial models and outward facing presentations.
- Willingness to learn and adapt new software tools a must.
- Familiarity with credit documentation and structuring aspects of transactions.
- Ability to juggle multiple workstreams and manage deadlines in a fast-paced environment.
- Self-starter with ability to work independently to drive projects forward.
- Intellectually curious and comfortable navigating open-ended problems to create actionable solutions.
- Willingness to listen, learn from and take direction from senior investment team members that will help you expand your repertoire of deal-making skills.
This role will support our senior investment team members across all aspects of the investment process, including deal origination, LOI drafting and negotiation, managing internal and 3rd party due diligence, transaction execution, and post-investment portfolio management activities. Over time, this role will be expected to lead these workstreams with oversight from senior investment professionals. The long-term vision would be to quarterback your own transactions across the entire investment process.
Specific responsibilities of the candidate shall be as follows:
- Origination: Manage deal pipeline, which includes leading/participating in discussion about new opportunities on team calls, communicating with internal/external parties needed to move a transaction forward, and reaching out to prospective portfolio companies. The ideal candidate should also cultivate relationships with intermediaries, management teams of prospective portfolio companies, and other external parties with the goal of increasing deal pipeline. Candidate will be involved in the drafting and negotiation of term sheets with prospective portfolio companies.
- Due Diligence: Conduct financial and business due diligence on prospective investments, including developing complex financial models, synthesizing large amounts of data, as well as managing 3rd party service providers (quality of earnings analysis, industry expert opinion, etc). Candidate should expect to participate, lead, and document diligence calls with management teams.
- Legal Document Review: Review and provide opinion on transaction documents, including drafting of key credit areas like collateral, covenants, events of default, etc.
- Investment Committee Presentations: Lead the development of investment committee presentations as well as assist in creation of fund marketing materials.
Requirements:
- Minimum 4 years of combined experience at a top tier investment bank and/or has worked on a direct private equity/credit investment team.
- Should be interested in joining a smaller firm in a junior, supporting role, with the desire to grow your skills and knowledgebase in our boutique, entrepreneurial environment.
- Excellent proficiency in Excel, PowerPoint, with experience developing complex financial models and outward facing presentations.
- Willingness to learn and adapt new software tools a must.
- Familiarity with credit documentation and structuring aspects of transactions.
- Ability to juggle multiple workstreams and manage deadlines in a fast-paced environment.
- Self-starter with ability to work independently to drive projects forward.
- Intellectually curious and comfortable navigating open-ended problems to create actionable solutions.
- Willingness to listen, learn from and take direction from senior investment team members that will help you expand your repertoire of deal-making skills.