Purpose and Job SummaryORIX USA is seeking to hire an Associate Director based in Dallas, TX to support the firm's strategic growth through contemplated transactions spanning our asset management, private credit, real estate, municipal infrastructure, and private equity business lines. ORIX USA's Corporate Development team makes direct control investments in companies as either standalone affiliates or tuck-ins to existing platforms. With a focus on M&A, the Corporate Development team employs a unique combination of investment experience, innovation, perspective and capital to pursue strategic initiatives that expand ORIX USA's footprint across North America. This person will report to a Senior Director within the Corporate Development team and will assist with the evaluation, diligence, and execution of contemplated mergers and acquisitions that align with ORIX USA's strategy. 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 & ResponsibilitiesAssociate 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
ContactsThe Associate Director position has frequent contact with all levels of employees and executives across ORIX USA and its strategic affiliates. In addition, Associate Directors regularly interact with outside advisors, sell-side bankers, and target company management teams.
Education, Skills & ExperienceThe 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 dealmaking expertise.
Required:
- Bachelor's degree from an accredited four-year university in accounting, finance, economics, or a related field
- A minimum of 4 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
- Superior financial modeling and analytical skills with demonstrated ability to prepare 3-statement models and perform financial analysis on investment opportunities, supported by a high proficiency in Microsoft Excel
- Exceptional written, interpersonal and communication skills, supported by a high proficiency in Microsoft Word and PowerPoint
- 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
Some travel (less than 20%) is expected with this position.
Preferred:
A Master's degree from an accredited university, and a CPA or CFA license
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.
