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. In addition, the Associate Director will gain exposure to different parts of ORIX USA's businesses through their assistance on special projects as designated by senior members of the organization.
Essential Duties and Responsibilities:
Associate Directors are key members of the Corporate Development deal team and are responsible for several critical contributions that enhance the likelihood of a deal successfully closing. Key job functions include:
Help in leading the evaluation of potential investment opportunities within targeted sectors
Synthesize findings, develop investment theses, and articulate recommendations to the team
Determine appropriate valuations through the creation of financial models and communicate key variables and risks with the team
Manage due diligence process, including dialogues with sell-side bankers, target company management, and financial, tax and commercial advisors
Draft internal memos and recommendations to ORIX USA executives and the firm's investment committee
Review legal documents such as Sale & Purchase Agreements and collaborate with counsel to provide business and financial commentary
Collaborate with internal stakeholders across the firm to develop post-merger integration plan and operational initiatives following acquisition
Monitor existing portfolio companies through interactions with target company management teams and prepare quarterly reporting packages
Ad hoc financial analyses and other projects and duties, as assigned
Work professionally and harmoniously with team and coworkers.
Travel Requirements - Less than 20%.
Other projects and duties as assigned.
Education, Skills and Experience:
Skills:
The ideal candidate possesses high integrity and embodies the Corporate Development team's values of pursuing excellence, seizing opportunity, living honorably, creating value, and thriving together. Successful Associate Directors have a strong work ethic and positive attitude, show resilience in the face of ambiguity and adversity and have a genuine desire to advance their deal making expertise.
Bachelor's degree from an accredited four-year university in accounting, finance, economics, or a related field
Required:
A minimum of 5 years professional experience involving finance, strategy, valuation, or accounting
A minimum of 2 years professional experience in either a private equity, investment banking, corporate development or deal advisory role (e.g., transaction services)
Strong understanding of fundamental business analysis and capital structures, including an advanced knowledge of financial statement analysis. ORIX Corporation is publicly listed (NYSE: IX), so a thorough understanding of how to bridge from cash- to U.S. GAAP-returns is helpful
Exceptional written, interpersonal and communication skills, supported by a high proficiency in Microsoft Word and PowerPoint
Financial modeling and analytical skills with ability to help prepare 3-statement models and perform financial analysis on investment opportunities, supported by a high proficiency in Microsoft Excel
Open-minded and intellectually curious with a desire to learn about new companies and industries and an ability to 'get up to speed' quickly in understanding target company financials and performance trends
Effective team member with a willingness to multi-task, prioritize assignments and work independently and within a high-performance team
High attention to detail with ability to accurately identify and summarize key information at a level appropriate for executive communication
Flexibility and ability to work under pressure with tight deadlines and frequent interruptions
Preferred:
A Master's degree from an accredited university, and a CPA or CFA license
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.