Role details

Investment Analyst

Boston   •  Permanent

Bullet points

  • Opportunity to gain exposure investing in equity, debt, and private equity funds
  • Lean team of investment professionals managing multibillion-dollar portfolio

About Our Client

My client manages a diversified portfolio of debt, sub-debt, equity, and secondary investments. Located in Boston and Chicago, my client boasts a strong work culture that is highly collaborative and supportive of internal growth and development. This investments team will provide strong training and growth opportunity for candidates with an exceptional professional and academic background. Strong underwriting skills and exceptional written and verbal communication skills required.

Job Description

The Investment Analyst will be responsible for sourcing, underwriting, and managing investment opportunities.

  • Financial and sector analysis of companies and/or investment managers to evaluate new investment opportunities for their risks and returns
  • Prepare investment screening materials and financial models
  • Perform financial statement analysis
  • Preparation of investment reports with senior members of the investment team that describes the company's strengths, investment risk, industry overviews, etc.
  • Participate in the investment due diligence process
  • Participate in the monitoring of portfolio companies and private equity funds
  • Support evaluation and restructuring of non-performing investments

The Successful Applicant

Candidates that will be seriously considered for the Investment Analyst role will have the following qualifications.

  • Bachelor's degree in business, finance or economics with a strong GPA
  • Understanding of financial statements and strong financial analysis background
  • 2-3 years of underwriting in leveraged finance at a commercial bank or investment management firm with a focus on underwriting middle market sponsored and unsponsored leveraged transactions.
  • Skilled at using computer applications, including Excel, PowerPoint and Word.
  • Interested in/already pursuing CFA highly regarded
  • Candidates will be expected to complete a case study and present their findings to the team at some stage in the interview process
  • Candidates located in Boston will have priority

What's on Offer

  • Competitive base + historically strong bonuses paid out annually
  • Above-market comprehensive total compensation package
  • Opportunity to invest own capital

Apply for this job

Click the Apply or LinkedIn button below or contact Allison Nakano quoting job reference 1201535
As you are using an Apple iOS device we are unable to offer you the CV upload function. Please apply with your Linkedin profile below or contact Allison Nakano quoting job reference 1201535