Analyst, Portfolio Management

  • Full-time

Company Description

Our client is a Private Equity firm with over $1.8 billion in invested and committed capital. Established in July 2007, the firm has over 55 professionals headquartered in San Francisco with additional offices in New York, Denver and Dallas. The firm originates private investments financings to middle market companies. Their product suite includes growth capital, asset-based secured term loans, cash flow based term loans, rescue and debtor-in-possession (DIP) financings, in/out of court restructurings, acquisition and capital expenditure facilities and other structured finance instruments. Our client have made over 85 direct investments in companies with enterprise values between $30 million and $1.0 billion across a diverse range of industries and sectors.

Job Description

The Analyst will provide integral support to the Portfolio Management Team’s efforts related to the management and servicing of existing private equity and debt investments. This position will provide significant interaction with C-Suite management teams in the process of assisting the firm's professionals with the management, performance analysis, work outs, valuation, reporting and investor relations related to ongoing portfolio investments.

The Analyst will perform comprehensive company and industry analysis, build and maintain detailed financial models, provide investment valuation and prepare internal and external presentations for senior level review. In addition, the Analyst will participate in due diligence, data room preparation and management, document drafting and review, transactional and operational support, among other management and servicing related activities.

We are seeking candidates with intellectual curiosity and strong interpersonal skills. The firm has a very tight-knit, team oriented environment in which all ideas are discussed among the entire team. The Analyst role is a unique, entrepreneurial opportunity in a rapidly expanding firm that will afford the successful early-career professional to gain significant exposure to all firm personnel and the opportunity to build a lasting skill set in financial and business analysis in a fast paced, dynamic and collegial environment.

Qualifications

  • 1 to 3 years of financial experience required. Ideal background would be in capital markets/investment banking, credit or commercial banking, restructuring/turn-around, sell-side research, or consulting experience at a top-tier firm.
  • Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements. Prior experience with legalese/legal documentation and Capital IQ preferred.
  • Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment.
  • Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind.
  • Strong writing skills are preferred. Fluency in English is a must.

Additional Information

Very competitive compensation package and work perks