Vice President / Sr. Associate - Investment

Investment · Baltimore, Maryland
Department Investment
Employment Type Full-Time
Minimum Experience Experienced

Access Holdings Overview

Founded in 2013, Access Holdings (“Access”) is a Baltimore-based private investment firm with over half a billion Assets Under Management (“AUM”). Access makes direct investments in essential service-based businesses with enterprise values between $50 million - $1 billion. Access Holdings takes a research based, thematic approach to investing, looking to acquire businesses in niche service industries that are positioned to outperform. Access seeks to create value over time through active management oversight and support its portfolio company partners.




Position Description

The Vice President / Sr. Associate role is a Partner-track, mid-senior level position within the firm.  Leveraging multiple years of private equity investing and value creation experience, a VP / Sr. Associate will manage and help drive Access’ efforts across the investment life cycle including investment thesis generation, deal sourcing, deal execution, debt and equity capital raising, portfolio management, and exit of portfolio investments.  Additionally, VPs / Sr. Associates will further expand the reach of the firm by building trust-based relationships with key parties (e.g., investors, bankers, portfolio company executives, investment targets, advisors and limited partners) while serving as a trusted partner to the senior leaders of the firm.



  • Profile investment themes and approaches and take a leading role in research and analysis on prospective investments
  • Lead and oversee key functions of a transaction including financial modeling, investor presentations, due diligence frameworks (financial, legal, operations, insurance, benefits, IT, and HR), and lender presentations
  • Coordinate the execution of investment transactions across all parties involved (e.g. legal counsel, third-party diligence providers, investors, internal operations, and portfolio company management)
  • Assist in negotiations with potential partners including, but not limited to letters of intent, purchase agreements, credit agreements, and executive employment agreements
  • Develop trust-based counseling relationships with portfolio executives and senior leadership
  • Monitor performance and risk profile of existing portfolio investments
  • Key participant in preparing and presenting deal information, by stage, to the investment committee
  • Create and maintain deal flow databases by identifying potential targets and preparing company specific due diligence reports and analysis
  • Conduct market and industry research, while qualifying investment opportunities and providing rolling updates
  • Mentor and train analysts and associates in developing financial and valuation models
  • Stay informed on capital market dynamics, provide appropriate information for disclosure, keep tracking policies and regulatory compliances
  • Engage, prepare and participate in board meetings of Portfolio Companies
  • Ensure the maintenance of ongoing relationships with external investors and partners
  • Support fundraising effort by building investor relationships
  • Prepare and review investment memos, term sheets, letters of intent and present investment opportunities/findings to the Access team and investors
  • Respond to Investor DDQs and other ad-hoc requests (dependent on active deal opportunities)



Successful candidates will have the following attributes:

  • 8+ years' total work experience
  • MBA from a top tier university
  • Strong M&A and deal execution experience from a top investment bank and private equity/venture capital firm
  • Outstanding financial modeling and analytical skills
  • Strong understanding of accounting, finance, and capital structure
  • Strong verbal and written skills
  • Competency in Microsoft Excel and PowerPoint
  • Ability to comfortably interact with senior management (internal & external)
  • Appetite to become a subject matter expert in broad and diverse industries


Personal Characteristics

  • Passion for investing and learning about new industries
  • Constantly looking ahead; anticipating and guiding (proactively)
  • Consistent and effective communicator
  • Self-initiating but in an aligned manner with Access’ strategy and culture
  • Excels with building internal and external alignment on ideas, actions, recommendations, etc.
  • Hands-on, entrepreneurial leader – ideas and actions
  • Inspires and engages internal and external teams
  • Curious, creative and ambitious
  • Outstanding collaborator across all levels
  • Demonstrated ability and interest in working within a small, entrepreneurial team
  • Carries and conveys a healthy sense of urgency

Thank You

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  • Location
    Baltimore, Maryland
  • Department
  • Employment Type
  • Minimum Experience