Investment Analyst

Position Description:

• Generate and screen new investment ideas independently and along with Senior Portfolio Managers for potential investment

• Research and analyze macro trends in the high-yield and leveraged loan asset classes

• Manage various processes that help us identify which securities to buy or sell

• Develop and maintain various methods in understanding relative value across the high-yield and leveraged loan universe

• Calculate and monitor portfolio analyses to understand overall fund beta

• Monitor major periodicals daily for news and other information that may impact our investments

• Assist Senior Partners on existing PE investments

• Provide analytical, forecasting, reporting, and project support to private equity owners and senior management

• Produce reports, which include key metrics, financial results, and variance analysis

• Assist in identifying opportunities for performance improvement across the organization

• Assist in analyzing M&A opportunities and evaluate new lines of business

• Manage and coordinate various routine tasks with interns and participate in mentoring program

Requirements:

• 2-5+ years' experience with a top I-banking, Private Equity, Hedge Fund, or Consulting Firm

• Excellent academic credentials

• Highly proficient Excel modeling capabilities

Job Type: Full-time

Pay: $120,000.00 - $160,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift

Education:

• Bachelor's (Required)

Experience:

• Top I banking firm: 2 years (Required)
• Excel modeling capabilities: 2 years (Required)

Ability to Relocate:

• Fort Worth, TX: Relocate before starting work (Required)

Work Location: In person