Summary
Join the Capital Markets group at Summit Partners as an Associate in a three-year program. You will help lead the financing execution process for new investments and existing portfolio companies, working closely with investment teams and financial intermediaries.
Requirements
- Strong track record of undergraduate academic achievement from a leading college or university
- Leveraged finance or private credit background with some experience structuring and executing acquisition financings as well as other event-driven financings
- Strong analytical skills and background in financial modeling and credit analysis
- Feels comfortable working independently or in collaboration with colleagues, entrepreneurs and third-party advisors
- Strong work ethic and ability to prioritize effectively across multiple concurrent deal executions
- Critical thinker and problem solver
- Excellent writer
- Strong interpersonal skills, engaging personality, confident but humble
- Flexibility to work in various roles as needed and adaptability in working across deal teams with different styles and processes
- Excellent business judgment and comfortable working closely with and presenting to the most senior executives
- Comfortable with a dynamic schedule, including some business travel
Responsibilities
- Working closely with each of Summit’s investment teams in connection with financing new investment activities and portfolio company initiatives
- Assisting with the financing execution process, including lender outreach, facilitating lender due diligence and financial model construction and review
- Developing materials and supporting analysis for internal presentations, investor presentations and fundraising activities
- Overseeing the deal closing process in partnership with legal counsel, financing sources, portfolio company management teams and Summit’s finance team
- Tracking financial performance of investments from Summit’s captive subordinated debt funds
- Monitor leveraged finance market conditions and existing portfolio performance
