Capital Markets Associate

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