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SalaryCSG Investments, Inc. (CSG) is a global buy-and-hold institution that provides flexible and creative capital solutions for all types of commercial and industrial customers. CSG is an affiliate of Beal Bank and Beal Bank USA, both multi-billion-dollar financial institutions. CSG seeks to make direct investments in companies across multiple sectors.
CSG is actively searching for sharp, critical thinking individuals to join the organization as Investment Analysts work closely with Associates and Managing Directors to research investment ideas across a wide spectrum of sectors and industries. This role requires strong skills in mathematics, statistics, Excel and other analytical and data tools and techniques. Successful Analysts are afforded greater responsibility at their own pace, with the ultimate goal of developing into an Investment Associate and eventually leading their own team.
The position is on-site in 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 through a variety of sources and platforms
- 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
- Work on special projects from time to time as requested
Qualifications (Education, Computer Skills, Certifications, Etc.):
- Bachelors degree, preferably in business, finance, economics, engineering and/or computer science
- 0-3 years of prior work experience; positions or internships in investment banking, private equity/credit or similar fields preferred
- Passion for fundamental analysis and flexible investing across public and private companies
- Advanced understanding of accounting and mastery of the financial statements
- Valuation experience and excellent Excel modeling skills
- Excellent analytical and quantitative skills and highly organized with strong attention to detail
- Strong written and oral communication skills
- Ability to work independently in a highly unstructured environment and be a team player
Benefits options include:
- 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.
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.
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., or CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.
