Investment Manager
Newly created positions with a PE firm to partner with leadership in assessing the economic feasibility of longer-term portfolio investment opportunities!

The Investment Manager is a newly created position with a well-respected Private Equity firm and will be primarily responsible for providing financial analysis and supporting due diligence on potential acquisition targets. Additionally, the person in this role will also partner with acquired portfolio companies by providing financial analysis and appropriate recommendations to assist in decision making that drives value creation.

Roles & Responsibilities:

  • Review new deal opportunities with Partners and prepare screening memos and financial models as appropriate.
  • Work with team on sourcing and closing portfolio company platform and/or add-on acquisitions.
  • Analyze historical and projected financial statements.
  • Create and analyze financial projection and leveraged buyout models.
  • Perform data gathering and analysis about a company and/or industry.
  • Interview management, customers, competitors, investors, analysts, partners, and suppliers.
  • Present findings, key takeaways, and recommendations to team members.
  • Analyze performance, business dynamics, and outlook for portfolio companies.
  • Participate in management meetings and presentations with Partners for new investment opportunities.
  • Manage diligence efforts with the deal team and present findings and recommendations to the investment committee.
  • Coordinate the underwriting process of fund investments, including an investment memorandum supported by detailed analysis and in-depth industry research.
  • Participate in the negotiation and closing of documentation related to the investment.
  • Act as primary backup to Partners on assigned existing portfolio investments. Prepare or coordinate the preparation of monthly financial calls, quarterly board materials and portfolio valuations.
  • Assist the Partners with all aspects of ongoing legal documentation requirements for the assigned portfolio. Participate in regular calls with management teams.

Required Skills & Experience:

  • Strong academic backgrounds with advanced degrees and certifications, CPA/CFA/MBA, strongly preferred.
  • A minimum of 7 years combined work history to include public accounting in Audit and Transaction Advisory, Corporate Development, Investment Banking, and/or Private Equity.
  • Work experience to include responsibilities for business and financial analysis, mergers and acquisitions, financial modeling and research.
  • Strong communications skills, a high motivation level, and outstanding interpersonal skills are also required.

Personal Attributes:

Candidate will operate with little supervision, have a strong sense of independence, be a self-starter, have a high degree of intelligence, be able to work cross functionally within an organization, be professional, have strong values and ethics, and be able to handle a broad breath of responsibilities.


About Versique

Versique is one of the largest recruiting firms in the Midwest and specializes in both consulting and permanent placement. With a valuable blend of functional, industry and recruiting experience, our award-winning team of headhunters has a proven track record of delivering exceptional talent acquisition solutions. The Versique brand represents a powerful combination of “versatile” and “unique” as it hints at the concept of “search” in its pronunciation: ver-seek.


Versique is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.

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Investment Manager

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