Senior Associate, M&A and Portfolio Improvement

Responsibilities

• Evaluate new investment opportunities, including market research, financial modeling, and preliminary valuation analysis
• Manage due diligence workstreams (financial, operational, legal, commercial) alongside internal teams and outside advisors
• Support deal structuring, negotiation prep, and closing processes for new acquisitions and bolt-ons
• Prepare investment committee materials and present findings to the Chairman and senior leadership
• Partner with portfolio company management teams to monitor financial and operational performance post-close
• Conduct diagnostics into operations, cash flow, and working capital to identify risks and improvement opportunities
• Drive cross-functional initiatives with clear KPIs, timelines, and reporting mechanisms
• Support integration efforts for newly acquired businesses, ensuring alignment with Regent's operating model
• Manage multiple parallel workstreams across deal and portfolio priorities in a fast-paced, lean environment

Requirements

• 3-7 years of experience, with buy-side private equity or investment banking experience required
• Prior experience at a private equity firm (deal team or portfolio operations) or investment bank strongly preferred; must have direct exposure to live transaction execution (diligence, modeling, deal structuring)
• Strong finance background with demonstrated financial modeling and valuation skills
• Strong analytical, financial modeling, and diligence skills
• Executive-level communication and stakeholder management
• Comfortable working in fast-paced, entrepreneurial, high-ownership environments with minimal hand-holding
• Willingness and ability to work in-office five days a week in Beverly Hills, California

Compensation

$150,000-$200,000 base salary (range dependent on experience) + bonus