Conduct thorough financial analysis and modeling to evaluate investment opportunities, including assessing credit risk, reviewing financial statements, and cash flow projections.
Build and maintain sophisticated 3-statement models to support investment decisions, budgeting, and scenario analysis.
Evaluate cash flows, debt service coverage, and capital structure implications.
Present financial results and performance drivers to deal teams and investment committees.
Conduct comprehensive due diligence on potential investments, including reviews of data rooms, financial statements and related deal documentation, industry research, and competitor analysis.
Participate in third-party expert research calls and the drafting of investment memoranda and supporting analysis.
Monitor the performance of existing investments, analyze financial statements and operational metrics, and prepare quarterly update reports for senior management and investors.
Prepare investment memos, presentations, and other materials for internal discussions, investment committee meetings, and investor updates.
Work closely with investment, legal, compliance, and operations teams to ensure smooth execution of investment processes and compliance with regulatory requirements.
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
4–7 years of experience in financial analysis, preferably with exposure to portfolio management, private equity, or credit investing.
Strong analytical and quantitative skills, with a proven ability to build and interpret complex financial models.
Proven experience building and maintaining 3-statement financial models.
Experience conducting due diligence, reviewing financial statements, and assessing credit risk.
Experience evaluating cash flows, debt service coverage, and capital structure implications.
Excellent communication and interpersonal abilities, capable of effectively presenting analysis and recommendations to senior leadership.
Highly organized and detail-oriented, with the capacity to manage multiple projects simultaneously in a deadline-driven environment.
Highly proficient in Microsoft Office Suite, particularly Excel.
Experience with financial analysis software and databases, including CapitalIQ and Bloomberg; experience with other financial analysis tools advantageous.
Comfort working independently and managing multiple priorities in a fast-paced environment.