Vice President
W3Global · Los Angeles, California, United States · 1 wk ago
ManagementFull-time
Responsibilities
- Lead deal execution activities, including sourcing opportunities, performing financial modeling and valuation analyses, coordinating due diligence workstreams, and preparing investment committee materials.
- Oversight of third-party advisors, management of data rooms, negotiation of transaction terms, and support of legal documentation processes.
- Partner with portfolio company management teams to drive value creation initiatives, monitor performance, and track key financial and operational metrics.
- Mentor junior team members, contribute to fundraising and investor relations materials, and support internal initiatives enhancing the firm's processes and portfolio outcomes.
Qualifications
- Strong investment analysis skills, including financial modeling, valuation, capital structure analysis, and scenario modeling.
- Proven deal execution experience in private equity, investment banking, or a related principal investing role, including due diligence and transaction management.
- Portfolio management capabilities, such as performance monitoring, KPI development, budgeting, and supporting operational improvement initiatives.
- Excellent communication skills, including the ability to create clear investment memos, presentations, and reports for internal and external stakeholders.
- Relationship-building skills with management teams, advisors, lenders, and co-investors, with a collaborative and professional approach.
- Leadership and people development experience, including mentoring and guiding analysts and associates in their work.
- Bachelor's degree in finance, economics, accounting, business, or a related field; an MBA, CFA, or equivalent advanced training is highly beneficial.
- Demonstrated track record of high performance, strong attention to detail, and sound judgment in fast-paced, complex situations.
- Comfort working on-site in Los Angeles, CA, with the flexibility to travel to portfolio companies and transaction-related meetings as needed.