Axxess Holdings is seeking a Growth Equity Investor Senior Associate to play a critical role in identifying, evaluating, and executing investment opportunities within high-growth technology and healthcare technology companies. This role involves conducting market research, financial modeling, due diligence, supporting portfolio management activities and the ability to build relationships with founders and management teams. The ideal candidate will have a passion for growth investing and a demonstrated track record of analytical and interpersonal skills. As a member of the investment team, you will work closely with Axxess Holdings senior leadership to drive value creation.
Who we are:
Headquartered in Dallas, TX, Axxess Holdings helps growing technology and software-as-a-service (SAAS) organizations scale more quickly through investment, technology and operational expertise. As entrepreneurs, technology leaders and investors, our shared purpose is to deliver lasting impact for all stakeholders.
Responsibilities:
Deal Sourcing and Market Analysis
- Identify and assess high-growth investment opportunities by conducting industry research and analyzing market trends.
- Evaluate technology companies for potential investment opportunities.
- Prioritize deal flow based on strategic objectives of Axxess Holdings investment platform.
- Assist in the establishment, maintenance and growth of deal pipeline by leveraging relationships as well as the networks of the Axxess Holdings team.
- Build and maintain network of entrepreneurs, venture capitalists and industry experts to source deal flow.
Financial and Business Analysis
- Develop and maintain detailed financial models to evaluate investment opportunities.
- Perform company and industry due diligence, including assessing competitive positioning, growth drivers, and operational risks.
- Evaluate potential exit scenarios and returns to support investment decisions.
Investment Process Management
- Prepare investment memos, presentations, and recommendations for the investment team.
- Support deal execution, including term sheet negotiations, documentation, and closing processes.
- Collaborate with legal, accounting, and other advisors during due diligence and transaction execution.
Portfolio Management
- Track financial and operational performance, assisting in board reporting and decision-making.
- Support value realization efforts, including follow-on investments, recapitalizations, and exits.
- Assist the CFO with compliance related tasks for all investments.
Team Collaboration
- Partner with senior investment professionals to provide analytical and strategic support.
- Contribute to internal knowledge sharing, such as developing industry-specific theses and investment frameworks.
Experience and Qualifications
Education
- Bachelor’s degree in finance, economics, business, or a related field. MBA or advanced degree is a plus.
Experience
- 3-5 years of experience in investment banking, private equity, consulting or a related financial services role, preferably with venture capital or growth equity firms.
- Experience conducting in-depth business and financial analysis.
Skills and Competencies
- Strong financial modeling and analytical skills, with a solid understanding of valuation techniques.
- Excellent communication and presentation abilities, including preparing investment memos and engaging with senior stakeholders.
- Demonstrated ability to manage multiple projects in a fast-paced environment.
- Entrepreneurial mindset with a passion for high-growth companies and emerging markets.
- Collaborative team player with the ability to work independently.
Axxess Holdings is an equal opportunity employer and drug-free workplace. All applicants must be authorized to work in and currently reside in the United States. We offer a competitive compensation package (DOE), benefits and growth opportunities for everyone who joins Axxess.