| Job Information |
Our global Alternative Investment Management client is seeking to recruit a lateral Investment Banking Analyst (Leveraged Finance or M&A) to perform fundraising, fund development, investment analysis and new loan transaction underwriting. Advanced financial modeling, presentation development and client-facing skills required.
Responsibilities:
- Perform institutional fundraising and fund development for the firm’s main funds and separately managed accounts
- Participate in meetings with institutional investors, private equity sponsors and prospective clients and assist with structuring, negotiation and the formation of new funds
- Develop client presentations, pitch materials and analytics and marketing collateral
- Perform ongoing portfolio monitoring, performance analysis and financial data management (from origination to payoff)
- Perform investment analysis and underwrite new loan transactions
- Assist with loan term negotiations and documentation
- Work closely with internal teams across sales operations, finance/accounting, compliance and investor relations
Requirements:
- Bachelor’s Degree
- 1-3 years of leveraged finance or M&A investment banking experience
- Broad financial modeling experience and demonstrated ability to build LBO, DCF and three-statement models
- Fundamental knowledge of financial analysis and accounting concepts
- Formal credit training is a plus
- Detail oriented, highly motivated and intellectually curious with a strong work ethic
- Advanced MS Excel and PowerPoint skills
- Ability to thrive in a fast-paced deadline driven environment
- Experience developing client presentations and marketing collateral
- Excellent communication, business writing and presentation skills
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