Associate

COMPANY DESCRIPTION

Fidus Capital is an alternative investments platform with over $1.5 billion of assets under management focused on providing capital solutions for the lower middle market. The principals of Fidus possess on average over 25 years of experience investing in, lending to, and advising lower middle market companies across a broad spectrum of industries.

Fidus’ flexible investment capabilities enable it to invest throughout the capital structure, with targeted investments consisting of senior secured / unitranche debt, mezzanine / subordinated debt, and equity securities.

Fidus is the external management company of Fidus Investment Corporation (www.fdus.com), a publicly traded (NASDAQ: FDUS) business development company (“BDC”), as well as various private pools of capital. Since 2007, Fidus has invested more than $3.5 billion of capital in more than 220 founder-owned and private equity-backed companies and currently oversees approximately 100 portfolio company investments.

Fidus maintains offices in Evanston, IL; Charlotte, NC; and New York, NY. POSITION DESCRIPTION:Fidus’ Associate roles provide an opportunity to help drive all aspects of the new investment evaluation, underwriting execution and post-close portfolio management process.

The Associate will work in small MD-led deal teams and gain increasing responsibility through experience and often serve as a primary interface with portfolio company management teams. Fidus Capital’s culture emphasizes teamwork, inclusion, respect, integrity and diligence and the firm is seeking like-minded candidates who wish to grow and develop long-term careers as successful principal investors.

Essential Job Functions

• New Transaction Underwriting
• Evaluate New Investment Opportunities
• Review offering memorandums and collaborate with deal team members to develop an investment thesis and identify an appropriate capital structure
• Develop Excel-based financial data analysis focused on detailed potential investment business and financial (LBO) models, historical and projected financial performance, and key operating metrics
• Conduct industry research (e.g., equity research reports, comparable company analysis, discussions with industry experts) to validate the targeted company’s market position
• Drive creation of preliminary investment overviews and more formal investment committee memorandums
• Collaborate on legal document review and negotiations
• Execute transaction closing
• Portfolio Management
• Monitor Existing Portfolio Company Investments
• Evaluate portfolio companies’ monthly financial reporting packages focusing on the monitoring of financial trends and key operating metrics
• Participate in portfolio company board meetings
• Participate in the evaluation of add-on investment opportunities (consistent with New Transaction Underwriting activities) and the execution of legal documentation amendments
• Assist in creating and reviewing SEC-mandated quarterly valuation memorandums Capital Markets
• Participate in the Placement and Arrangement of Syndicated Credit Facilities

QUALIFICATIONS

• Education / Previous Experience:
• Undergraduate degree, with major in a business-related discipline2+ years of relevant work experience (e.g., leverage finance, investment banking, transaction advisory services, debt capital markets, or accounting)

Technical Skills

• Strong analytical, writing and communication skills
• Financial accounting experience preferred
• Prior financial modeling experience
• Advanced Microsoft Office skills, with a focus on Excel and Word
• Behavioral Attributes:
• Able to work in a small, fast-paced, team environment
• High degree of initiative, personal responsibility and integrity
• Strong sense of urgency and attention to detail
• Team player, with strong interpersonal skills
• Highly motivated, with a drive to excel
• Professional demeanor and appearance
• Other

Qualifications

• Willingness to relocate to Evanston, ILAuthorized to work in the United States
• Compensation: Competitive salary, excellent benefits, and potential for an annual bonus