- Support investment team in a variety of analytic and investment management activities including all aspects of evaluation and execution of both direct and fund investments across all asset classes (both public and private markets).
- Conduct research, analyses and assist with due diligence in support of the selection and evaluation of potential investments (portfolio fit, sponsor’s track record, assessment of team, deal/fund structure, excel modelling).
- Perform asset class/industry research relating to investment trends and global market environments.
- Run portfolio level analysis in support of asset allocation, portfolio construction, risk analysis and future investment commitments.
- Tracking, sourcing and screening investment opportunities including review of NDAs and pipeline reporting
- Support existing portfolio of direct investments in development, evaluation and execution of growth strategies including tuck-in acquisitions
- Conduct valuation updates and monitor performance for the existing portfolio(s), including preparing regular reporting to investors.
- Perform research and analysis of benchmarking and comparative statistics.
- Complete ad hoc projects related to overall portfolio management.
- Assist in the preparation of standard Investment Committee reports, memos and presentations.
EDUCATION, EXPERIENCE & WORK ELIGIBILITY:
- Bachelor's degree (coursework in accounting and economics is a plus)
- One to three years investment banking, finance and/or investment management experience (M&A or private equity transaction experience is a plus)
- Demonstrated ability to execute detailed financial analysis, communicate effectively within and outside of his/her organization, work well in a team setting and possess strong writing skills.
- Authorization to work in U.S. is a prerequisite (firm does not sponsor candidates for visas)
KNOWLEDGE, SKILLS AND ABILITIES:
- Must be a critical thinker, intellectually curious, detail-oriented, and unafraid to ask questions or give opinions.
- Excellent quantitative, analytical, financial modeling (including LBO and integrated merger models) and communication skills
- Ability to work well under pressure and meet tight deadlines
- Capability to manage multiple, simultaneous projects independently and readiness to assume a high level of responsibility
- Advanced proficiency with MS Word, Excel (VBA expertise helpful), and PowerPoint; familiarity with Bloomberg, Preqin or PitchBook is a plus
- Team oriented character with an exceptionally strong work ethic
- Self-starter with close attention to detail and ability to thrive in an entrepreneurial environment
- Ability to conduct independent research and employ creative approach to solving complex problems
- Ability to communicate and interact effectively with all levels of staff including senior management and senior investment professionals (both internal and external).