Investment Analyst

CSG Investments Inc., "CSG" the debt securities investment affiliate of Beal Bank and Beal Bank U.S.A., has immediate opportunities for multiple Investment Analysts to join the team. These positions offer a unique opportunity to become part of an extremely successful, well-capitalized, financial institution that takes a creative view on investment opportunities with sound fundamentals.

CSG's model is well-positioned for the rapidly developing period of economic uncertainty that is currently unfolding in the US economy. This is potentially a unique, once-in-a-career, opportunity to be part of a team that is actively growing at time when almost all traditional financial institutions and investment vehicles may be facing overwhelming challenges to their businesses and business models. CSG sits at the forefront of the institution’s top-line revenue generation and is an ideal fit for individuals that have a curious and creative nature combined with superior math and analytical skills.

Position Overview

This position is tasked with identifying and analyzing potential opportunities for secondary-market investments primarily in syndicated bank loans and corporate bonds across a wide variety of industry sectors. The Investment Analyst role is responsible for generating investment ideas as well as developing a comprehensive initial analysis of identified investment opportunities, including analysis of the financial statements of borrowers/issuers, cursory review of governing borrowings documentation, and the preparation of industry overviews and competitive analyses. The Analyst will be an integral member of deal teams, and will work closely with senior executives to evaluate and execute transactions. This is a full-time, onsite position located at our Plano, TX Headquarters.

Essential Duties and Responsibilities (Include but are not limited to):

• Source new investment opportunities, primarily through screening and analysis of publicly available information
• Assist investment teams in the evaluation, structuring, and negotiation of the firm's transactions
• Build financial models and valuation analyses
• Prepare and present investment presentations
• Perform fundamental credit analysis and conduct due diligence for potential transactions
• Analyze capital structure and credit documentation
• Assess financial, operating and bankruptcy/restructuring prospects
• Research companies, industries, and debt markets
• Monitor and evaluate existing investments
• Actively participate in risk identification and risk management

Qualifications (Education, Computer Skills, Certifications, Etc.):

• 1 to 3 years of prior work experience
• Excellent analytical, quantitative and problem-solving skills
• Ability to effectively articulate complex concepts both verbally and in writing
• Extreme attention to detail
• Comfort with a fast-paced environment with rapidly changing demands
• Exceptional work ethic and desire to meet the demands of a deal-focused role
• Demonstrated commitment to excellence in all endeavors
• Bachelor's degree in business, finance, engineering, science, math, or other quantitative-related field from an accredited university or college required
• Advanced Excel skills
• Demonstrable working knowledge of Bloomberg Terminal and CoStar is a plus

Benefits

• Medical, dental and vision coverage
• 401K with company match
• 10 paid holidays
• Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
• Applicant may be eligible for annual discretionary bonus

No relocation assistance provided.

Beal Bank, Beal Bank USA, and their affiliates are Equal Opportunity Employers. Beal Bank, Beal Bank USA, and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA) please see the following Department of Labor links: FMLAEEOEPPA

Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, Beal Nevada Service Corporation, CLMG Corp., and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments for details.