Investment Associate

Job Description

Responsibilities:

• Interface daily with Holding Management and Portfolio Companies leadership and Board of Directors members, providing business related analysis and guidance.
• Develop and help implement strategies for specific portfolio companies to increase revenue, improve operations, strengthen financial controls, and increase shareholder value.
• Extensive financial modeling including sensitivity analysis to support potential investment opportunities.
• Provide financial evaluation of project investment opportunities including review of project documents.
• Participate in negotiations on behalf of the firm for new investments dealing with partnership arrangements, financing arrangements, and other project contacts which impact the project return.
• Provide ongoing monitoring of assets with the firm’s portfolios including review of monthly operating results and maintaining project performance.
• Engage and lead project developers, project partners, financial institutions and consultants on matters related to the financial performance of projects and investments.
• Establish and maintain relationship with industry, trade, and professional organizations to enhance visibility of the firm and its portfolio companies in the marketplace.

Job Requirements

Qualifications:

• Looking for mature, responsible, intelligent analyst to complement existing strategy team.
• Highly analytical
• Knowledge of business growth strategy and the risk/return characteristics of investment opportunities
• Extensive financial modeling skills and experience in Excel
• Previous transaction experience on either the buy or sells side.
• Strong interpersonal and communication skills
• Clear, concise writing skills
• Previous private equity, investment banking, accounting, or consulting experience preferred.