Finance & Banking Associate, Financial Consultant

Chief People Officer | Human Capital Expert | Strategic Executive | Board Member | Speaker

Platform Partners is a Houston-based private investment firm focused on partnering with great leadership teams to help them build larger, more valuable companies. Platform has accomplished this objective in a range of industries through a combination of capital and expertise in scaling and growing businesses with accomplished entrepreneurs who aggressively execute against a sound strategic plan.

• Founded in 2006
• Unique, perpetual holding company structure with committed capital and an unlimited investment horizon with no arbitrary time frames to exit investments
• Approximately $800 million of assets under management
• Current portfolio of 20 companies
• Majority and significant minority ownership
• Targeted investment size of $20 to $100 million
• EBITDA >$5 million
• Buyouts, recapitalizations, capital commitments and growth capital
• Industry generalists

Platform looking for an Associate who will play a critical role on the investment team, which is integral to the success of the firm. The Associate will help drive the identification, evaluation, execution, and management of investment opportunities across a variety of sectors. In this role, the Associate must leverage strong analytical skills and financial modeling expertise to support strategic investment decisions.

He or she will operate in a hands‑on manner, collaborating closely with senior team members to ensure thorough due diligence and effective portfolio management. This individual must be intellectually curious and a motivated self‑starter, problem‑solver, and collaborator who enjoys challenges and varied responsibilities.

• Conduct extensive financial, business, and industry diligence for potential investment opportunities
• Build and maintain detailed financial models to support investment decisions and valuations
• Coordinate with legal, accounting, diligence, and other third‑party advisors as well as lenders and other professionals during the execution of transactions to ensure smooth and efficient processes
• Prepare and effectively present comprehensive investment memoranda and other presentations to the firm and other stakeholders
• Monitor and evaluate the financial performance of portfolio companies, identify areas for improvement, and work with management teams to implement strategic initiatives
• Assist with identifying and sourcing investment opportunities through networking, industry research, and attending relevant conferences and events, where appropriate
• Actively engage with portfolio company leadership as a partner to help grow their business
• Assist the firm in continuously improving by bringing a growth mindset to the role

• Experience:
• Minimum of two to three years of experience in investment banking, management consulting, or private equity investing preferred, with a proven track record of successful deal execution
• Analytical
  
  Skills:
  
  
• Exceptional intellect and analytical ability with strong and proven financial modeling and valuation skills
• Ability to conduct in‑depth financial analysis and interpret complex data to support investment decisions
• Communication
  
  Skills:
  
  
• Excellent interpersonal, organizational, and written and verbal communication skills
• Ability to effectively articulate investment theses and present findings to senior team members and other stakeholders
• Investment Evaluation:
• Ability to quickly evaluate potential investments, including conducting thorough due diligence, market research, and competitive analyses
• Ability to effectively engage with colleagues, leadership teams, intermediaries, and third parties
• Strong team player with the ability to build and maintain relationships across various levels of an organization
• Initiative and Work Ethic:
• Self‑starter with a strong work ethic and attention to detail
• Demonstrated ability to take initiative and drive projects to completion independently
• Demonstrated ability to prioritize and effectively manage multiple assignments simultaneously
• Strong organizational skills and ability to work under pressure in a fast‑paced environment
• Integrity and Achievement:
• Record of high achievement, superior maturity, and integrity
• Commitment to ethical standards and continuous personal and professional development

Platform Partners offers a competitive salary, a performance‑based bonus program, and an excellent benefits package.

Please apply by sending your resume to