Senior Associate, Investments

Posted 5 Days Ago
Be an Early Applicant
Austin, TX, USA
In-Office
Senior level
Fintech • Software • Financial Services
The Role
The Senior Associate will lead the acquisition process for small to medium businesses, focusing on financial modeling, transaction execution, and building relationships with owners and advisors.
Summary Generated by Built In

American Operator is looking to add a highly motivated Senior Investments Associate to support the end-to-end acquisition of small to medium sized businesses, contributing to portfolio growth and long-term value creation. This is a hands-on role where you will play a key part in evaluating, structuring, and executing transactions, while working closely with senior leadership and cross-functional teams. You will run point as deal lead for “Main Street” and lower-middle market sized transactions.

The ideal candidate combines strong analytical and execution skills with high EQ and sales skills needed to navigate high stress, emotional transactions. This role offers the opportunity to have high ownership and impact. This role is based at our Austin, TX office.

RESPONSIBILITIES
  • Build authentic relationships with retiring owners and their advisors, positioning American Operator as a mission-aligned partner that will preserve local ownership.

  • Own pre-LOI diligence, modeling and discussions with the owner, crafting a high likelihood path to close.

  • Partner with leadership and internal stakeholders on vetting and selecting the best operator and advisor for prospective transactions.

  • Coordinate with third-party service providers and stakeholders, keeping all parties informed and working in cohort.

  • Craft detailed financial models and investment memos to evaluate acquisition opportunities.

  • Collaborate with leadership on transaction strategy, integration planning, and portfolio monitoring.

  • Run point on all aspects of a deal lifecycle, including deal structuring, due diligence, site visits, negotiations through close.

MINIMUM QUALIFICATIONS
  • Bachelor’s degree in finance, economics, business, or a related field

  • Equally strong emotional intelligence and ability to build relationships (e.g., strong listening skills, genuinely interested in SMBs and people, ability to handle high emotions and stress levels)

  • 6+ years of relevant experience in private equity, investment banking, corporate development, or a related field

  • Strong financial modeling and structuring expertise

  • Proven experience with transaction execution and due diligence processes for lower middle market transactions

  • Exceptional attention to detail with strong analytical and problem-solving skills

  • Excellent communication and interpersonal abilities

PREFERRED QUALIFICATIONS
  • Experience working across a wide variety of industries, including manufacturing, services, distribution, etc

  • Personal tie to small businesses and the American Dream

  • Prior exposure to “Main Street”-sized deals

Top Skills

Financial Modeling
Investment Analysis
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
31 Employees

What We Do

American Operator is reviving the American Dream by transitioning great small businesses to the next generation of local ownership. We acquire each business alongside a talented operator and allow our ownership to be incrementally bought back until the business is majority-owned by that operator.

Similar Jobs

Tapestry - Coach and Kate Spade Logo Tapestry - Coach and Kate Spade

Temporary Associate

eCommerce • Fashion • Other • Retail • Sales • Wearables • Design
Hybrid
Allen, TX, USA
16000 Employees
15-20 Hourly

PwC Logo PwC

Senior Engineer

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
58 Locations
370000 Employees
77K-202K Annually

PwC Logo PwC

AI Solutions Engineering Delivery Lead

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Remote or Hybrid
61 Locations
370000 Employees
123K-123K Annually

PwC Logo PwC

AI Commercial Strategy Senior Associate

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
37 Locations
370000 Employees
151K-187K Annually

Similar Companies Hiring

Milestone Systems Thumbnail
Software • Security • Other • Big Data Analytics • Artificial Intelligence • Analytics
Lake Oswego, OR
1500 Employees
Fairly Even Thumbnail
Hardware • Other • Robotics • Sales • Software • Hospitality
New York, NY
30 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account