Finance & Accounting, Portfolio Company Management, Private Equity
4 Year Degree
Route 2 Capital Partners (“R2CP”) seeks to hire a full-time Investment Associate,primarily responsible for (1) evaluating, underwriting, and executing new investment opportunities, (2) monitoring the existing investment portfolio, and (3) assisting in sourcing new investment opportunities by building external firm relationships. The Investment Associate will be a highly motivated, analytical thinker with the ability to participate in the investment process from sourcing to close.
Work independently and on small, dedicated teams.
Perform the following accurately, reliably, and in a timely manner: industry analyses, financial modeling, comparable credit analyses, preparation of discussion materials and investment memorandums, portfolio monitoring, marketing support, and ad-hoc special projects.
Direct and regular interaction and collaboration with R2CP Partners and portfolio company senior management teams.
Collaboration with the senior analyst positions to best support the firm; provide analysts with oversight in financial analysis and underwriting of new investment opportunities and monitoring of existing portfolio companies.
Assist R2CP Partners in sourcing new investment opportunities from new and existing referral sources that can generate actionable deal flow consistent with R2CP’s investment mandate.
The ability and flexibility to travel, when needed.
Skills for Success:
Detail-oriented, self-starter with strong time-management skills, personal accountability, the ability to work independently in a fast-paced environment, and the ability to juggle multiple tasks concurrently.
Excellent verbal and written communication skills with the ability to speak and write clearly and concisely.
Strong analytical, accounting, and financial modeling skills.
Familiarity with lower middle market private company investing including credit analysis, industry research, deal flow processes, legal negotiations, and portfolio management.
Strong interpersonal, organizational, and relationship-building skills.
Proficient with Microsoft Office, Excel, PowerPoint, and CRM systems.
Minimum of five years of post-undergraduate professional experience, ideally in private equity, credit or investment banking; lower middle market investing experience a plus.
Bachelor’s degree with a strong track record of academic and personal achievement; MBA or CFA a plus.
Location: Greenville or Charleston, South Carolina.
About Route 2 Capital Partners
Route 2 Capital Partners ("R2CP") is a private investment firm that maintains offices in Charleston and Greenville, South Carolina. R2CP provides flexible junior capital solutions to lower middle market companies, primarily in the southern U.S., and the firm’s partners possess over 100 years of combined investment, transactional, and operational experience. R2CP invests in established companies with minimum annual revenues and EBITDA of $10 million and $2 million, respectively, that generate predictable and profitable cash flows. The firm’s investment proceeds are used to execute growth and expansion plans, support business recapitalizations, and facilitate management buyouts, and R2CP primarily reviews opportunities in niche manufacturing, consumer products and services, and specialty distribution.