Associate or Senior Associate - Investments (WM Partners)

About WM Partners 

WM Partners is a middle-market private equity firm specializing in buyout investments in the health and wellness sector. WM Partners seeks to acquire small and medium size businesses with attractive growth prospects and generate sustainable, long-term value through its operational expertise in the health and wellness sector, and strategic business approach working in collaboration with experienced management teams. WM Partners is certified as a diverse-owned firm by the National Association of Investment. 

Location/Workplace  

Aventura, FL – onsite  

About the Role 

The Associate or Sr. Associate – Investments is responsible for identifying, evaluating, and executing investment opportunities, monitoring portfolio companies and supporting the Investments Team in all activities throughout the transaction process. You will play a pivotal role in supporting the investment team across all stages of the investment process, from deal sourcing and evaluation to due diligence and portfolio management. 

Responsibilities: 

• Proactively source and track viable deal opportunities  
• Build and maintain relationships with investment bankers, brokers, and other sell-side advisors for deal pipeline development 
• Manage deal process under leadership of senior deal professionals  
• Research and analyze investment target's competitive position, market size and industry dynamics and assess risk and opportunity 
• Perform due diligence, including internal diligence initiatives, coordination of functional operations team, and all 3rd party diligence providers and advisors throughout transaction process 
• Create financial models and investment memos  
• Attend Investment Committee meetings, develop skills to present investment memos to Investment Committee 

• Assist and support team with structuring and arranging debt with lenders and investors  
• Continuously monitor and evaluate portfolio company performance in collaboration with leadership, conduct valuations of portfolio companies quarterly  
• Assist in managing co-investor relationships 
• Other responsibilities as assigned 

Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or related field; MBA, CFA or relevant graduate degree is highly preferred.  

• Minimum of 3-5 years of experience in private equity, investment banking, or management consulting, with a proven track record in financial modeling and analysis. 
• Strong analytical, quantitative, and problem-solving skills, with the ability to conduct thorough financial analysis and valuations. 
• Experience in and understanding of due diligence in financial transactions and deal structure 
• Strong financial modeling, valuation, analytical and advanced Excel skills 
• Excellent communication and interpersonal skills, capable of effectively collaborating with team members, portfolio company management, and external partners. 
• Excellent presentation skills, with the ability to articulate complex ideas and analyses clearly and concisely. 
• Demonstrated ability to manage multiple projects simultaneously and work under pressure to meet deadlines. 
• High level of initiative and self-motivation, with a strong desire to contribute to the success of the team and the firm. 
• Fluency in Spanish preferred

Benefits

WMP offers a comprehensive benefit package which includes medical, dental and vision plans, paid time off, 401(k) match, a wellness reimbursement and more. 

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. WM Partners is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, disability status, age, sexual orientation, gender identity and expression, marital status or any other legally protected factor.