Investment Associate

Company Overview A well-established investment advisory firm, recognized for its commitment to diversity and inclusion, and named one of the best places to work in a major city for consecutive years.

Job Responsibilities

• Research and Analysis: Conduct research on various industries and market segments to develop actionable investment ideas and theses. Perform quantitative and qualitative analyses to support investment underwriting.
• Support Senior Associates: Assist in processing new investment opportunities, including market assessments, competitive positioning, and financial analysis.
• Financial Modeling: Build robust financial models to support deal underwriting and structuring.
• Due Diligence: Facilitate diligence efforts on pursued deals, including business diligence, risk underwriting, and managing external advisors.
• Portfolio Management: Monitor and support existing portfolio companies, identify acquisition targets, new product/market opportunities, assist with financial planning, and attend board meetings.
• Communication: Prepare internal memoranda and other materials to support investment recommendations and communicate with internal stakeholders.
• Interaction: Facilitate ongoing interactions with management teams, attorneys, accountants, consultants, bankers, and other service providers.

Qualifications

• Experience: At least two years of experience at an investment bank or principal-oriented investment fund. Experience in asset-backed credit, restructuring, leveraged finance, or debt capital markets is valued.
• Education: Bachelor's degree in Accounting, Finance, Business, or a related discipline with a strong academic record.
• Skills:
  • Advanced financial modeling and analysis skills.
  • Ability to manage multiple projects in a transaction-oriented environment.
  • Strong collaboration and communication skills.
  • Proficiency in MS Office (Word, Outlook, Excel, PowerPoint).
  • High level of initiative, professional demeanor, and integrity.