Sr. Associate
REGENT
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Beverly Hills, CA
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Mid-Senior level
Posted April 3, 2026
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Responsibilities
Commitments
Responsibilities
- Evaluating new investment opportunities for their risks and possible returns, driven by detailed financial analysis
- Actively participating in and driving the due diligence process when evaluating new investments
- Preparing material for the presentation of investment opportunities
- Providing financial oversight to new acquisitions throughout their transition and integration Requirements:
- Strong analytical skills, including knowledge of valuation methodologies
- Strong financial modeling, attention to detail
- Full understanding of financial statements
- Experience preparing detailed financial models and company business valuations
- In depth experience forecasting Balance Sheets, Cash Flow Statements, and Profit and Loss Statements, including the linking of all 3 statements in one dynamic model
Commitments
This is a full-time role, based 5 days a week in our Beverly Hills office.
Flexible and adaptable to changing priorities and new challenges
Additionally, Candidates must have flexibility to travel on a regular basis with short notice.
Please include salary expectations with your resume.
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Requirements
- Strong analytical skills, including knowledge of valuation methodologies
- Strong financial modeling, attention to detail
- Full understanding of financial statements
- Experience preparing detailed financial models and company business valuations
- In depth experience forecasting Balance Sheets, Cash Flow Statements, and Profit and Loss Statements, including the linking of all 3 statements in one dynamic model
- Strong verbal and written communication skills
- Effective management and prioritization of multiple projects
- Flexible and adaptable to changing priorities and new challenges
- Ability to meet deadlines and work well under pressure
- High level of professionalism, integrity, discretion and good judgment
- Additionally, Candidates must have flexibility to travel on a regular basis with short notice.
Preferred Skills
- 4+ years of related work experience in financial services, consulting (restructuring), M&A investment banking or private equity is preferred
Education
- (Not required) – Graduate with a Bachelor's degree, preferably in business, mathematics, finance or economics; MBA preferred
- (Not required) – 4+ years of related work experience in financial services, consulting (restructuring), M&A investment banking or private equity is preferred
Company Overview Regent is a global private equity firm focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Regent has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span around the globe and operate in a wide array of industry verticals including retail, eCommerce, media, and manufacturing. Position Overview We are seeking a Senior Associate to evaluate new investment opportunities for their risks and possible returns, driven by detailed financial analysis as well as manage portfolio companies. The professional stepping into this position would work closely with our firm leadership to create, build and analyze financial models for potential acquisitions. The ideal candidate would also be responsible for the creation of internal investment summaries based on third party information in addition to participating in the full length of our M&A process, including due-diligence while assisting in the negotiation of deal terms, and in the financial management of businesses once bought. This is a full-time role, based 5 days a week in our Beverly Hills office. Responsibilities:
Evaluating new investment opportunities for their risks and possible returns, driven by detailed financial analysis
Actively participating in and driving the due diligence process when evaluating new investments
Preparing material for the presentation of investment opportunities
Providing financial oversight to new acquisitions throughout their transition and integration Requirements:
Strong analytical skills, including knowledge of valuation methodologies
Strong financial modeling, attention to detail
Full understanding of financial statements
Experience preparing detailed financial models and company business valuations
In depth experience forecasting Balance Sheets, Cash Flow Statements, and Profit and Loss Statements, including the linking of all 3 statements in one dynamic model
Strong verbal and written communication skills
Effective management and prioritization of multiple projects
Flexible and adaptable to changing priorities and new challenges
Ability to meet deadlines and work well under pressure
High level of professionalism, integrity, discretion and good judgment
Graduate with a Bachelor's degree, preferably in business, mathematics, finance or economics; MBA preferred
4+ years of related work experience in financial services, consulting (restructuring), M&A investment banking or private equity is preferred
Strong Excel and PowerPoint skills Salary: $175,000-$200,000 (range dependent on experience) + bonus This position will be based at Regent’s headquarters in Beverly Hills, California. Additionally, Candidates must have flexibility to travel on a regular basis with short notice. Please include salary expectations with your resume.
Evaluating new investment opportunities for their risks and possible returns, driven by detailed financial analysis
Actively participating in and driving the due diligence process when evaluating new investments
Preparing material for the presentation of investment opportunities
Providing financial oversight to new acquisitions throughout their transition and integration Requirements:
Strong analytical skills, including knowledge of valuation methodologies
Strong financial modeling, attention to detail
Full understanding of financial statements
Experience preparing detailed financial models and company business valuations
In depth experience forecasting Balance Sheets, Cash Flow Statements, and Profit and Loss Statements, including the linking of all 3 statements in one dynamic model
Strong verbal and written communication skills
Effective management and prioritization of multiple projects
Flexible and adaptable to changing priorities and new challenges
Ability to meet deadlines and work well under pressure
High level of professionalism, integrity, discretion and good judgment
Graduate with a Bachelor's degree, preferably in business, mathematics, finance or economics; MBA preferred
4+ years of related work experience in financial services, consulting (restructuring), M&A investment banking or private equity is preferred
Strong Excel and PowerPoint skills Salary: $175,000-$200,000 (range dependent on experience) + bonus This position will be based at Regent’s headquarters in Beverly Hills, California. Additionally, Candidates must have flexibility to travel on a regular basis with short notice. Please include salary expectations with your resume.