Stanford, California
ATW Partners is hiring for an Investment Analyst/Associate. The firm manages $[1.2]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 (80%) and private markets (20%). ATW seeks to provide excellent 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.
Initially, this candidate will support investment team leaders 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, the candidate will be expected to lead these workstreams with oversight from senior investment professionals. The long-term vision for the candidate would be to have them quarterbacking their own transactions across the full stack 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 ATW team calls, communicating with internal/external parties needed to move a transaction forward, and reaching out to prospective portfolio companies. Candidate should also cultivate relationships with intermediaries, management teams of prospective portfolio companies, and other external parties to improve ATW’s 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:
• The ideal candidate will have 2-4 years of experience at a top tier investment bank and/or has worked on a direct private equity/credit investment team. ATW Partners is interested in candidates that are particularly interested in joining a smaller fund with a potential to grow in a boutique, entrepreneurial environment. Generalist industry and deal/ transaction team exposure is preferred.
• Excellent proficiency in Excel and PowerPoint, with experience developing complex financial models and outward facing presentations.
• 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.
• Candidate should be intellectually curious and comfortable navigating open-ended problems to create actionable solutions.
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