Job Opportunity
AVP & Director – Investment
Nashville, TN
Job Summary
Involved in the full life cycle of investments – from origination and due-diligence through deal structuring, post-investment management, and ultimately divestiture. Bachelor’s degree from an accredited college or university. 4+ years’ relevant transactional or operational experience.
Details
FIRM OVERVIEW
CSI Financial’s client is a diversified private investment firm with a 30-year history of successfully investing in, improving, and managing lower middle market companies, high- growth early stage ventures, and commercial real estate. As a long-term and value-oriented investor, our client seeks to create sustainable growth through improving operational performance and a flexible investment model.
Maintaining an entrepreneurial and detail-oriented approach to investing, our focus is to selectively target companies and industries where our financial and operational expertise provides a competitive advantage.
POSITION OPENING, SCOPE, AND RESPONSIBILITIES
Title: Associate Vice President & Director of Investments (“AVP”)
Location: Nashville, TN
The AVP reports to President and will be involved in the full life cycle of investments—from origination and due-diligence through deal structuring, post-investment management, and ultimately divestiture. A significant component of the job description is participating in all transaction functions, directing the firm’s two Senior Associates. The AVP will take the lead in financial modeling, initial investment review and screening, and managing pipeline of potential investments. Additionally, the AVP will work with senior management on the structuring and negotiation of prospective investments and divestitures and sourcing new investment opportunities.
Responsibilities include:
Analysis of investment opportunities including financial modeling, valuation and return analysis, and formal presentations of investment recommendations;
Leading specific and detailed due diligence on individual companies, management, customers, competitors, and industries;
Monitoring of select portfolio companies and the performance of specific special initiatives; including monthly operating results, and quarterly portfolio valuation analysis;
Collaborating with portfolio company management and senior leadership on special initiatives such as developing and implementing an acquisition strategy, new line of business, or evaluating the operational effectiveness of certain business divisions;
Participating in negotiations for new investments dealing with financing arrangements and other project contracts which directly impact returns;
Assisting in the drafting and review of term sheets, engagement letters, and other transaction documentation; and
Managing and updating books and records, in conjunction with the firm’s Corporate Paralegal.
POSITION DETAILS & IDEAL CANDIDATES
Tenure:
Start date is flexible; pre-MBA candidates will be expected to commit for a minimum of two years.
For strong performers who consistently exceed expectations, there is significant opportunity for career advancement within the firm.
Requirements:
At least four years’ relevant transactional and/or operational experience;
Outstanding financial modeling and analytical skills;
Bachelor’s degree from an accredited college or university;
Demonstrated competency in financial statement analysis, business valuation methodologies, accounting principles, and corporate financial policy;
Superior written and oral communication skills; and
Working familiarity with various legal documentation, including: Term Sheets, Shareholders’ Agreements, Operating Agreements, Employment Agreements.
Key Considerations:
Experience as an investment banking associate, management consultant, or previous private equity role is a plus.
Graduate degrees in a relevant discipline; professional certifications such as a CPA or CFA are appreciated.
Ideal candidates are detail-oriented, have an excellent work ethic, take initiative, appreciate collaboration, proactively seek feedback, and are creative problem solvers.
Supports and fosters a culture of accountability, intellectual rigor, and precision among the team.
Compensation:
Competitive and market-based salary commensurate with experience and performance-based bonuses.
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- Job Reference #: monster.com 198923445
- Min Education: BA/BS
- Min Experience: 4 years