Investment Associate at Meraki Talent in Charlotte, North Carolina

Posted in Other 3 days ago.

Type: full-time





Job Description:

Meraki Talent are working with a growing lower middle market private equity firm who are seeking an Investment Team Associate to support deal sourcing, execution, and portfolio management.

Key Responsibilities:

  • Deal Sourcing & Execution: Identify and evaluate investment opportunities, conduct financial analysis, develop investment materials, and manage due diligence and transaction structuring.
  • Portfolio Support: Work with portfolio companies to implement strategic and operational improvements, support acquisitions, and assist with ongoing management.
  • Firm & Relationship Management: Build relationships with investment professionals, mentor junior staff, and support firm operations.

Qualifications:

  • 2+ years of experience (preferred in private equity, investment banking, or corporate finance).
  • Strong financial modeling, analytical, and valuation skills.
  • Ability to take initiative, collaborate in a lean team, and communicate effectively.
  • Proficiency in Microsoft Office (Excel & PowerPoint).

This role offers hands-on exposure to deal-making and portfolio management in an entrepreneurial environment.
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