On an everyday basis, candidate will be analyzing investments for inclusion in the portfolio, assisting with valuation, working with a team of analysts and conducting meetings with managements of potential investments.
On an everyday basis, candidate will be analyzing investments for inclusion in the portfolio, assisting with valuation, working with a team of analysts and conducting meetings with managements of potential investments.
- Developing Deal Models (cash flow modeling; returns analysis) and comps - Drafting commitment committee memos, deal and industry overviews - Due Diligence assistance - Deal documentation assistance - Ongoing monitoring of portfolio investments
Education/Previous Experience
Ideal candidates will come from a Financial Institutions coverage/execution background and will bring a deep understanding of product, M&A and capital raising issues. On an everyday basis, candidate will be analyzing investments for inclusion in the portfolio, assisting with valuation, working with a team of analysts and conducting meetings with managements of potential investments.
Qualified Candidates will have:
2 - 3 years of relevant experience (i.e. current 2nd or 3rd year IBD analyst, pre MBA)
Must have direct experience in the Financial Institutions sector (preferably depository or specialty finance industry coverage)
Demonstrated ability to manage multiple deadlines and priorities in a dynamic environment
Outstanding organization, leadership, and analytical skills
Well-organized in thought and action
Team player
Ability to communicate both verbally and in writing at a high level on a professional basis
